SWM
AHRT

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

Shakespeare 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
2025
Q1 		– Sell
-302
Closed -$3.09K – 99
2024
Q4 		$3.09K Buy
+302
New +$3.28K ﹤0.01% 97

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Shakespeare Wealth Management's AHRT Position: Q1 2025 in Review

Shakespeare Wealth Management sold out of AH Realty Trust (AHRT) in Q1 2025, closing a stake of 302 shares — an estimated $3.09K sold.

Shakespeare Wealth Management first reported a position in AHRT in Q4 2024 and held it in 1 quarter. The position peaked at $3.09K in Q4 2024. 223 funds tracked by Wall St. Rank hold AHRT as of Q1 2025.

  • Shakespeare Wealth Management reported no remaining AH Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 302 AH Realty Trust shares in Q1 2025, an estimated $3.09K.
  • Shakespeare Wealth Management first reported a position in AH Realty Trust in Q4 2024 and held it in 1 quarter.
  • Shakespeare Wealth Management's AH Realty Trust position peaked at $3.09K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2025.

Based on Shakespeare Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.