NW
AHRT

Naviter Wealth’s AH Realty Trust AHRT Stock Holding History

Naviter Wealth’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 		– Sell
-19,423
Closed -$214K – 279
2024
Q3 		$214K Hold
19,423
– – 0.03% 222
2024
Q2 		$219K Hold
19,423
– – 0.03% 215
2024
Q1 		$206K Buy
+19,423
New +$220K 0.03% 213

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
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
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return

Naviter Wealth's AHRT Position: Q4 2024 in Review

Naviter Wealth sold out of AH Realty Trust (AHRT) in Q4 2024, closing a stake of 19,423 shares — an estimated $214K sold.

Naviter Wealth first reported a position in AHRT in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q2 2024. 222 funds tracked by Wall St. Rank hold AHRT as of Q4 2024.

  • Naviter Wealth reported no remaining AH Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 19,423 AH Realty Trust shares in Q4 2024, an estimated $214K.
  • Naviter Wealth first reported a position in AH Realty Trust in Q1 2024 and held it in 3 quarters.
  • Naviter Wealth's AH Realty Trust position peaked at $219K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.