ZIM
AHRT

Zacks Investment Management’s AH Realty Trust AHRT Stock Holding History

Zacks Investment 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
2024
Q1 		– Sell
-31,916
Closed -$395K – 637
2023
Q4 		$395K Buy
31,916
+3,729
+13% +$41.1K ﹤0.01% 494
2023
Q3 		$289K Sell
28,187
-7,292
-21% -$84.7K ﹤0.01% 516
2023
Q2 		$414K Buy
35,479
+4,040
+13% +$47.1K 0.01% 483
2023
Q1 		$371K Buy
31,439
+3,319
+12% +$40.8K 0.01% 491
2022
Q4 		$323K Sell
28,120
-6,649
-19% -$76.6K ﹤0.01% 496
2022
Q3 		$361K Buy
+34,769
New +$454K 0.01% 464
2017
Q1 		– Sell
-135,028
Closed -$1.97M – 637
2016
Q4 		$1.97M Sell
135,028
-1,979
-1% -$27.5K 0.06% 218
2016
Q3 		$1.84M Sell
137,007
-31,424
-19% -$440K 0.05% 224
2016
Q2 		$2.31M Sell
168,431
-1,660
-1% -$20.2K 0.07% 179
2016
Q1 		$1.91M Buy
170,091
+12,187
+8% +$130K 0.06% 209
2015
Q4 		$1.66M Sell
157,904
-1,908
-1% -$20.3K 0.05% 225
2015
Q3 		$1.56M Buy
159,812
+21,585
+16% +$217K 0.05% 220
2015
Q2 		$1.38M Buy
+138,227
New +$1.44M 0.04% 231

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Zacks Investment Management's AHRT Position: Q1 2024 in Review

Zacks Investment Management sold out of AH Realty Trust (AHRT) in Q1 2024, closing a stake of 31,916 shares — an estimated $395K sold.

Zacks Investment Management first reported a position in AHRT in Q2 2015 and held it in 13 quarters. The position peaked at $2.31M in Q2 2016. 191 funds tracked by Wall St. Rank hold AHRT as of Q1 2024.

  • Zacks Investment Management reported no remaining AH Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 31,916 AH Realty Trust shares in Q1 2024, an estimated $395K.
  • Zacks Investment Management first reported a position in AH Realty Trust in Q2 2015 and held it in 13 quarters.
  • Zacks Investment Management's AH Realty Trust position peaked at $2.31M in Q2 2016.
  • 191 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.