LCM
AHRT

LDR Capital Management’s AH Realty Trust AHRT Stock Holding History

LDR Capital 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
Q3 		– Sell
-50,000
Closed -$344K – 35
2025
Q2 		$344K Buy
+50,000
New +$347K 0.44% 29
2022
Q3 		– Sell
-33,783
Closed -$434K – 51
2022
Q2 		$434K Hold
33,783
– – 0.18% 53
2022
Q1 		$494K Buy
33,783
+678
+2% +$9.77K 0.16% 64
2021
Q4 		$504K Sell
33,105
-395
-1% -$5.68K 0.23% 31
2021
Q3 		$448K Buy
33,500
+4,500
+16% +$59.6K 0.25% 28
2021
Q2 		$385K Buy
+29,000
New +$389K 0.24% 27

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return