Vision Capital’s AH Realty Trust AHRT Stock Holding History

Vision Capital’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 Q4	–	Sell	-1,100,000	Closed	-$11.9M	–	19
2024 Q3	$11.9M	Buy	+1,100,000	New	+$12.9M	1.92%	20

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MIIM

Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return

Vision Capital's AHRT Position: Q4 2024 in Review

Vision Capital sold out of AH Realty Trust (AHRT) in Q4 2024, closing a stake of 1,100,000 shares — an estimated $11.9M sold.

Vision Capital first reported a position in AHRT in Q3 2024 and held it in 1 quarter. The position peaked at $11.9M in Q3 2024. 222 funds tracked by Wall St. Rank hold AHRT as of Q4 2024.

Vision Capital reported no remaining AH Realty Trust position as of Q4 2024 after selling out during the quarter.
Vision Capital sold 1,100,000 AH Realty Trust shares in Q4 2024, an estimated $11.9M.
Vision Capital first reported a position in AH Realty Trust in Q3 2024 and held it in 1 quarter.
Vision Capital's AH Realty Trust position peaked at $11.9M in Q3 2024.
222 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2024.

Based on Vision Capital's 13F filing for Q4 2024, filed 13 Feb 2025.