PFO
AHRT

Pathstone Family Office’s AH Realty Trust AHRT Stock Holding History

Pathstone Family Office’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
-12,490
Closed -$144K – 1211
2022
Q4 		$144K Sell
12,490
-1,773
-12% -$20.4K ﹤0.01% 1416
2022
Q3 		$148K Buy
+14,263
New +$186K ﹤0.01% 1381

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

Pathstone Family Office's AHRT Position: Q1 2023 in Review

Pathstone Family Office sold out of AH Realty Trust (AHRT) in Q1 2023, closing a stake of 12,490 shares — an estimated $144K sold.

Pathstone Family Office first reported a position in AHRT in Q3 2022 and held it in 2 quarters. The position peaked at $148K in Q3 2022. 194 funds tracked by Wall St. Rank hold AHRT as of Q1 2023.

  • Pathstone Family Office reported no remaining AH Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 12,490 AH Realty Trust shares in Q1 2023, an estimated $144K.
  • Pathstone Family Office first reported a position in AH Realty Trust in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's AH Realty Trust position peaked at $148K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.