MIIM
AHRT

Mesirow Institutional Investment Management’s AH Realty Trust AHRT Stock Holding History

Mesirow Institutional Investment 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
2024
Q4 		$13.2M Buy
1,294,579
+100,660
+8% +$1.09M 1.02% 59
2024
Q3 		$12.9M Buy
1,193,919
+135,132
+13% +$1.58M 0.99% 60
2024
Q2 		$11.7M Buy
1,058,787
+9,599
+0.9% +$105K 1.03% 49
2024
Q1 		$10.9M Buy
1,049,188
+130,497
+14% +$1.48M 0.97% 59
2023
Q4 		$11.4M Buy
918,691
+278
+0% +$3.06K 1.06% 56
2023
Q3 		$9.4M Buy
918,413
+93,185
+11% +$1.08M 0.95% 59
2023
Q2 		$9.64M Buy
825,228
+107,973
+15% +$1.26M 0.99% 59
2023
Q1 		$8.47M Buy
717,255
+18,885
+3% +$232K 0.92% 52
2022
Q4 		$8.03M Buy
+698,370
New +$8.05M 1.06% 54

Other funds holding AHRT

BlackRock
BlackRock New York $5.7T 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return