LC
AHRT

Lindbrook Capital’s AH Realty Trust AHRT Stock Holding History

Lindbrook Capital’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 		$4.39K Buy
584
+49
+9% +$445 ﹤0.01% 2002
2024
Q4 		$5.47K Sell
535
-219
-29% -$2.38K ﹤0.01% 1944
2024
Q3 		$8.17K Buy
754
+57
+8% +$666 ﹤0.01% 1789
2024
Q2 		$7.73K Buy
+697
New +$7.61K ﹤0.01% 1774
2024
Q1 		– Sell
-504
Closed -$6.23K – 2647
2023
Q4 		$6.23K Sell
504
-128
-20% -$1.41K ﹤0.01% 1765
2023
Q3 		$6.47K Buy
632
+126
+25% +$1.46K ﹤0.01% 1642
2023
Q2 		$5.91K Hold
506
– – ﹤0.01% 1722
2023
Q1 		$5.98K Hold
506
– – ﹤0.01% 1774
2022
Q4 		$5.82K Hold
506
– – ﹤0.01% 1735
2022
Q3 		$5K Buy
+506
New +$6.61K ﹤0.01% 1628
2022
Q2 		– Sell
-210
Closed -$3K – 2463
2022
Q1 		$3K Buy
+210
New +$3.02K ﹤0.01% 1771

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's AHRT Position: Q1 2025 in Review

Lindbrook Capital increased its AH Realty Trust (AHRT) stake by 9.2% in Q1 2025, buying an estimated $445 and bringing the position to 584 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Lindbrook Capital first reported a position in AHRT in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.17K in Q3 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Lindbrook Capital held 584 shares of AH Realty Trust worth $4.39K as of Q1 2025.
  • Lindbrook Capital bought 49 AH Realty Trust shares in Q1 2025, an estimated $445.
  • AH Realty Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2002 holding.
  • Lindbrook Capital first reported a position in AH Realty Trust in Q1 2022 and has held it in 11 quarters since.
  • Lindbrook Capital's AH Realty Trust position peaked at $8.17K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.