HWM
AHRT

Hemington Wealth Management’s AH Realty Trust AHRT Stock Holding History

Hemington Wealth Management’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-61
Closed – – 1489
2024
Q4 		$0 Hold
61
– – ﹤0.01% 1524
2024
Q3 		$0 Buy
+61
New +$713 ﹤0.01% 1465

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Hemington Wealth Management's AHRT Position: Q1 2025 in Review

Hemington Wealth Management sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 61 shares.

Hemington Wealth Management first reported a position in AHRT in Q3 2024 and held it in 2 quarters. The position peaked at $0 in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Hemington Wealth Management reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 61 AH Realty Trust shares in Q1 2025.
  • Hemington Wealth Management first reported a position in AH Realty Trust in Q3 2024 and held it in 2 quarters.
  • Hemington Wealth Management's AH Realty Trust position peaked at $0 in Q4 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Hemington Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.