AG
AHRT

Aperio Group’s AH Realty Trust AHRT Stock Holding History

Aperio 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
2020
Q4 		$483K Buy
43,038
+2,034
+5% +$20.6K ﹤0.01% 1982
2020
Q3 		$380K Buy
41,004
+4,633
+13% +$45.6K ﹤0.01% 1961
2020
Q2 		$362K Sell
36,371
-1,587
-4% -$14.4K ﹤0.01% 1941
2020
Q1 		$406K Sell
37,958
-13,165
-26% -$213K ﹤0.01% 1752
2019
Q4 		$938K Buy
51,123
+2,227
+5% +$40.4K ﹤0.01% 1465
2019
Q3 		$885K Buy
48,896
+726
+2% +$12.6K ﹤0.01% 1458
2019
Q2 		$797K Buy
48,170
+7,358
+18% +$120K ﹤0.01% 1513
2019
Q1 		$636K Buy
40,812
+4,276
+12% +$64.4K ﹤0.01% 1608
2018
Q4 		$514K Buy
36,536
+4,799
+15% +$71.6K ﹤0.01% 1660
2018
Q3 		$480K Buy
31,737
+1,138
+4% +$17.5K ﹤0.01% 1784
2018
Q2 		$456K Buy
30,599
+8,615
+39% +$122K ﹤0.01% 1780
2018
Q1 		$301K Buy
21,984
+8,504
+63% +$118K ﹤0.01% 1954
2017
Q4 		$209K Buy
13,480
+1,482
+12% +$22K ﹤0.01% 2130
2017
Q3 		$166K Buy
+11,998
New +$160K ﹤0.01% 2148

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's AHRT Position: Q4 2020 in Review

Aperio Group increased its AH Realty Trust (AHRT) stake by 5% in Q4 2020, buying an estimated $20.6K and bringing the position to 43,038 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Aperio Group first reported a position in AHRT in Q3 2017 and has held it in 14 quarters since. The position peaked at $938K in Q4 2019. 162 funds tracked by Wall St. Rank hold AHRT as of Q4 2020.

  • Aperio Group held 43,038 shares of AH Realty Trust worth $483K as of Q4 2020.
  • Aperio Group bought 2,034 AH Realty Trust shares in Q4 2020, an estimated $20.6K.
  • AH Realty Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1982 holding.
  • Aperio Group first reported a position in AH Realty Trust in Q3 2017 and has held it in 14 quarters since.
  • Aperio Group's AH Realty Trust position peaked at $938K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.