Sutton Wealth Advisors’s AH Realty Trust AHRT Stock Holding History

Sutton Wealth 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 Q1	–	Sell	-43	Closed	-$495	–	825
2022 Q4	$495	Sell	43 -835	-95%	-$9.62K	﹤0.01%	1494
2022 Q3	$9.11K	Buy	878 +54	+7%	+$705	﹤0.01%	917
2022 Q2	$10.6K	Hold	824	–	–	﹤0.01%	886
2022 Q1	$12K	Sell	824 -3	-0.4%	-$43	﹤0.01%	889
2021 Q4	$12.6K	Buy	827 +11	+1%	+$158	﹤0.01%	857
2021 Q3	$10.9K	Buy	+816	New	+$10.8K	﹤0.01%	880
2020 Q2	–	Sell	-847	Closed	-$9.06K	–	1201
2020 Q1	$9.06K	Buy	847 +477	+129%	+$7.73K	0.01%	679
2019 Q4	$6.79K	Hold	370	–	–	﹤0.01%	898
2019 Q3	$6.69K	Hold	370	–	–	﹤0.01%	880
2019 Q2	$6.12K	Hold	370	–	–	﹤0.01%	890
2019 Q1	$5.77K	Buy	+370	New	+$5.58K	﹤0.01%	906

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Sutton Wealth Advisors's AHRT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of AH Realty Trust (AHRT) in Q1 2023, closing a stake of 43 shares — an estimated $495 sold.

Sutton Wealth Advisors first reported a position in AHRT in Q1 2019 and held it in 11 quarters. The position peaked at $12.6K in Q4 2021. 194 funds tracked by Wall St. Rank hold AHRT as of Q1 2023.

Sutton Wealth Advisors reported no remaining AH Realty Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 43 AH Realty Trust shares in Q1 2023, an estimated $495.
Sutton Wealth Advisors first reported a position in AH Realty Trust in Q1 2019 and held it in 11 quarters.
Sutton Wealth Advisors's AH Realty Trust position peaked at $12.6K in Q4 2021.
194 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.