SC
AHRT

Stephens Consulting’s AH Realty Trust AHRT Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-90
Closed -$999 – 519
2024
Q2 		$999 Buy
+90
New +$982 ﹤0.01% 596

Other funds holding AHRT

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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
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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stephens Consulting's AHRT Position: Q3 2024 in Review

Stephens Consulting sold out of AH Realty Trust (AHRT) in Q3 2024, closing a stake of 90 shares — an estimated $999 sold.

Stephens Consulting first reported a position in AHRT in Q2 2024 and held it in 1 quarter. The position peaked at $999 in Q2 2024. 227 funds tracked by Wall St. Rank hold AHRT as of Q3 2024.

  • Stephens Consulting reported no remaining AH Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Stephens Consulting sold 90 AH Realty Trust shares in Q3 2024, an estimated $999.
  • Stephens Consulting first reported a position in AH Realty Trust in Q2 2024 and held it in 1 quarter.
  • Stephens Consulting's AH Realty Trust position peaked at $999 in Q2 2024.
  • 227 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2024.

Based on Stephens Consulting's 13F filing for Q3 2024, filed 18 Oct 2024.