NewSquare Capital’s AH Realty Trust AHRT Stock Holding History

NewSquare 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	–	Sell	-132	Closed	-$1.35K	–	1165
2024 Q4	$1.35K	Buy	+132	New	+$1.44K	﹤0.01%	622

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NewSquare Capital's AHRT Position: Q1 2025 in Review

NewSquare Capital sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 132 shares — an estimated $1.35K sold.

NewSquare Capital first reported a position in AHRT in Q4 2024 and held it in 1 quarter. The position peaked at $1.35K in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

NewSquare Capital reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
NewSquare Capital sold 132 AH Realty Trust shares in Q1 2025, an estimated $1.35K.
NewSquare Capital first reported a position in AH Realty Trust in Q4 2024 and held it in 1 quarter.
NewSquare Capital's AH Realty Trust position peaked at $1.35K in Q4 2024.
223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.