SWM
AHRT

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

Spire 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
2022
Q3 		– Sell
-800
Closed -$10K – 2175
2022
Q2 		$10K Hold
800
– – ﹤0.01% 1901
2022
Q1 		$12K Hold
800
– – ﹤0.01% 1963
2021
Q4 		$12K Hold
800
– – ﹤0.01% 2296
2021
Q3 		$11K Buy
+800
New +$10.6K ﹤0.01% 2059

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Spire Wealth Management's AHRT Position: Q3 2022 in Review

Spire Wealth Management sold out of AH Realty Trust (AHRT) in Q3 2022, closing a stake of 800 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in AHRT in Q3 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 198 funds tracked by Wall St. Rank hold AHRT as of Q3 2022.

  • Spire Wealth Management reported no remaining AH Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 800 AH Realty Trust shares in Q3 2022, an estimated $10K.
  • Spire Wealth Management first reported a position in AH Realty Trust in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's AH Realty Trust position peaked at $12K in Q1 2022.
  • 198 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.