RWM
AHRT

Ritholtz Wealth Management’s AH Realty Trust AHRT Stock Holding History

Ritholtz Wealth 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
2023
Q3 		– Sell
-17,056
Closed -$199K – 703
2023
Q2 		$199K Buy
+17,056
New +$199K 0.01% 621

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ritholtz Wealth Management's AHRT Position: Q3 2023 in Review

Ritholtz Wealth Management sold out of AH Realty Trust (AHRT) in Q3 2023, closing a stake of 17,056 shares — an estimated $199K sold.

Ritholtz Wealth Management first reported a position in AHRT in Q2 2023 and held it in 1 quarter. The position peaked at $199K in Q2 2023. 188 funds tracked by Wall St. Rank hold AHRT as of Q3 2023.

  • Ritholtz Wealth Management reported no remaining AH Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 17,056 AH Realty Trust shares in Q3 2023, an estimated $199K.
  • Ritholtz Wealth Management first reported a position in AH Realty Trust in Q2 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's AH Realty Trust position peaked at $199K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2023.

Based on Ritholtz Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.