PWMG
AHRT

Private Wealth Management Group’s AH Realty Trust AHRT Stock Holding History

Private Wealth Management Group’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
-126
Closed -$1.56K – 1502
2023
Q4 		$1.56K Buy
+126
New +$1.39K ﹤0.01% 1088

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
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

Private Wealth Management Group's AHRT Position: Q1 2024 in Review

Private Wealth Management Group sold out of AH Realty Trust (AHRT) in Q1 2024, closing a stake of 126 shares — an estimated $1.56K sold.

Private Wealth Management Group first reported a position in AHRT in Q4 2023 and held it in 1 quarter. The position peaked at $1.56K in Q4 2023. 191 funds tracked by Wall St. Rank hold AHRT as of Q1 2024.

  • Private Wealth Management Group reported no remaining AH Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 126 AH Realty Trust shares in Q1 2024, an estimated $1.56K.
  • Private Wealth Management Group first reported a position in AH Realty Trust in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's AH Realty Trust position peaked at $1.56K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.