MCC
AHRT

Money Concepts Capital’s AH Realty Trust AHRT Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-160
Closed -$1.84K – 518
2022
Q4 		$1.84K Buy
+160
New +$1.84K ﹤0.01% 2711
2022
Q2 		– Sell
-35
Closed -$1K – 1460
2022
Q1 		$1K Buy
+35
New +$504 ﹤0.01% 2525

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Money Concepts Capital's AHRT Position: Q1 2023 in Review

Money Concepts Capital sold out of AH Realty Trust (AHRT) in Q1 2023, closing a stake of 160 shares — an estimated $1.84K sold.

Money Concepts Capital first reported a position in AHRT in Q1 2022 and held it in 2 quarters. The position peaked at $1.84K in Q4 2022. 194 funds tracked by Wall St. Rank hold AHRT as of Q1 2023.

  • Money Concepts Capital reported no remaining AH Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 160 AH Realty Trust shares in Q1 2023, an estimated $1.84K.
  • Money Concepts Capital first reported a position in AH Realty Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's AH Realty Trust position peaked at $1.84K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.