AP
AHRT

Advisor Partners’s AH Realty Trust AHRT Stock Holding History

Advisor Partners’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
2022
Q2 		$140K Buy
10,878
+876
+9% +$11.9K 0.01% 805
2022
Q1 		$146K Sell
10,002
-551
-5% -$7.94K 0.01% 858
2021
Q4 		$161K Buy
+10,553
New +$152K 0.01% 841
2020
Q4 		– Sell
-17,284
Closed -$160K – 757
2020
Q3 		$160K Buy
17,284
+185
+1% +$1.82K 0.01% 643
2020
Q2 		$170K Buy
+17,099
New +$155K 0.02% 638

Other funds holding AHRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Partners's AHRT Position: Q2 2022 in Review

Advisor Partners increased its AH Realty Trust (AHRT) stake by 8.8% in Q2 2022, buying an estimated $11.9K and bringing the position to 10,878 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #805.

Advisor Partners first reported a position in AHRT in Q2 2020 and has held it in 5 quarters since. The position peaked at $170K in Q2 2020. 187 funds tracked by Wall St. Rank hold AHRT as of Q2 2022.

  • Advisor Partners held 10,878 shares of AH Realty Trust worth $140K as of Q2 2022.
  • Advisor Partners bought 876 AH Realty Trust shares in Q2 2022, an estimated $11.9K.
  • AH Realty Trust made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #805 holding.
  • Advisor Partners first reported a position in AH Realty Trust in Q2 2020 and has held it in 5 quarters since.
  • Advisor Partners's AH Realty Trust position peaked at $170K in Q2 2020.
  • 187 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.