SIA
AHRT

Schechter Investment Advisors’s AH Realty Trust AHRT Stock Holding History

Schechter Investment Advisors’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
-14,500
Closed -$169K – 639
2023
Q2 		$169K Hold
14,500
– – 0.02% 597
2023
Q1 		$171K Hold
14,500
– – 0.02% 630
2022
Q4 		$167K Hold
14,500
– – 0.02% 777
2022
Q3 		$151K Buy
+14,500
New +$189K 0.01% 868

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

Schechter Investment Advisors's AHRT Position: Q3 2023 in Review

Schechter Investment Advisors sold out of AH Realty Trust (AHRT) in Q3 2023, closing a stake of 14,500 shares — an estimated $169K sold.

Schechter Investment Advisors first reported a position in AHRT in Q3 2022 and held it in 4 quarters. The position peaked at $171K in Q1 2023. 188 funds tracked by Wall St. Rank hold AHRT as of Q3 2023.

  • Schechter Investment Advisors reported no remaining AH Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 14,500 AH Realty Trust shares in Q3 2023, an estimated $169K.
  • Schechter Investment Advisors first reported a position in AH Realty Trust in Q3 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's AH Realty Trust position peaked at $171K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.