Key Financial Inc’s AH Realty Trust AHRT Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-319	Closed	-$3.73K	–	1345
2023 Q2	$3.73K	Buy	+319	New	+$3.72K	﹤0.01%	1044

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Key Financial Inc's AHRT Position: Q3 2023 in Review

Key Financial Inc sold out of AH Realty Trust (AHRT) in Q3 2023, closing a stake of 319 shares — an estimated $3.73K sold.

Key Financial Inc first reported a position in AHRT in Q2 2023 and held it in 1 quarter. The position peaked at $3.73K in Q2 2023. 188 funds tracked by Wall St. Rank hold AHRT as of Q3 2023.

Key Financial Inc reported no remaining AH Realty Trust position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 319 AH Realty Trust shares in Q3 2023, an estimated $3.73K.
Key Financial Inc first reported a position in AH Realty Trust in Q2 2023 and held it in 1 quarter.
Key Financial Inc's AH Realty Trust position peaked at $3.73K in Q2 2023.
188 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.