AG
AHRT

Advisor Group’s AH Realty Trust AHRT Stock Holding History

Advisor Group’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
2019
Q4 		$274K Sell
14,863
-85
-0.6% -$1.54K ﹤0.01% 2139
2019
Q3 		$270K Buy
14,948
+770
+5% +$13.3K ﹤0.01% 2096
2019
Q2 		$235K Sell
14,178
-594
-4% -$9.67K ﹤0.01% 2178
2019
Q1 		$230K Buy
14,772
+1,765
+14% +$26.6K ﹤0.01% 2166
2018
Q4 		$183K Buy
13,007
+490
+4% +$7.31K ﹤0.01% 2153
2018
Q3 		$189K Buy
12,517
+2,589
+26% +$39.8K ﹤0.01% 2203
2018
Q2 		$148K Sell
9,928
-445
-4% -$6.28K ﹤0.01% 2202
2018
Q1 		$142K Sell
10,373
-5,968
-37% -$82.8K ﹤0.01% 2254
2017
Q4 		$254K Sell
16,341
-768
-4% -$11.4K ﹤0.01% 1803
2017
Q3 		$236K Sell
17,109
-2,228
-12% -$29.7K ﹤0.01% 1727
2017
Q2 		$251K Buy
19,337
+1,594
+9% +$21.8K ﹤0.01% 1614
2017
Q1 		$246K Buy
17,743
+1,100
+7% +$15.3K 0.01% 1503
2016
Q4 		$242K Buy
16,643
+4,477
+37% +$62.1K 0.01% 1432
2016
Q3 		$163K Sell
12,166
-4,560
-27% -$63.8K ﹤0.01% 1670
2016
Q2 		$228K Buy
+16,726
New +$203K 0.01% 1367

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisor Group's AHRT Position: Q4 2019 in Review

Advisor Group reduced its AH Realty Trust (AHRT) stake by 0.57% in Q4 2019, selling an estimated $1.54K and leaving 14,863 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Advisor Group first reported a position in AHRT in Q2 2016 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold AHRT as of Q4 2019.

  • Advisor Group held 14,863 shares of AH Realty Trust worth $274K as of Q4 2019.
  • Advisor Group sold 85 AH Realty Trust shares in Q4 2019, an estimated $1.54K.
  • AH Realty Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2139 holding.
  • Advisor Group first reported a position in AH Realty Trust in Q2 2016 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.