NYLIM
AHRT

New York Life Investment Management’s AH Realty Trust AHRT Stock Holding History

New York Life 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
Q1 		– Sell
-29,470
Closed -$365K – 1332
2023
Q4 		$365K Sell
29,470
-678
-2% -$7.48K ﹤0.01% 1080
2023
Q3 		$309K Sell
30,148
-4,749
-14% -$55.1K ﹤0.01% 1128
2023
Q2 		$408K Sell
34,897
-6,076
-15% -$70.9K ﹤0.01% 967
2023
Q1 		$484K Buy
+40,973
New +$503K 0.01% 823

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

New York Life Investment Management's AHRT Position: Q1 2024 in Review

New York Life Investment Management sold out of AH Realty Trust (AHRT) in Q1 2024, closing a stake of 29,470 shares — an estimated $365K sold.

New York Life Investment Management first reported a position in AHRT in Q1 2023 and held it in 4 quarters. The position peaked at $484K in Q1 2023. 191 funds tracked by Wall St. Rank hold AHRT as of Q1 2024.

  • New York Life Investment Management reported no remaining AH Realty Trust position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 29,470 AH Realty Trust shares in Q1 2024, an estimated $365K.
  • New York Life Investment Management first reported a position in AH Realty Trust in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's AH Realty Trust position peaked at $484K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.