BRWM
AHRT

B. Riley Wealth Management’s AH Realty Trust AHRT Stock Holding History

B. Riley Wealth 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
2015
Q3 		– Sell
-7,200
Closed -$71K – 157
2015
Q2 		$71K Hold
7,200
– – 0.06% 337
2015
Q1 		$76K Sell
7,200
-2,500
-26% -$26.4K 0.06% 339
2014
Q4 		$92K Hold
9,700
– – 0.08% 283
2014
Q3 		$88K Hold
9,700
– – 0.07% 314
2014
Q2 		$93K Hold
9,700
– – 0.06% 358
2014
Q1 		$97K Buy
+9,700
New +$94K 0.07% 320

Other funds holding AHRT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

B. Riley Wealth Management's AHRT Position: Q3 2015 in Review

B. Riley Wealth Management sold out of AH Realty Trust (AHRT) in Q3 2015, closing a stake of 7,200 shares — an estimated $71K sold.

B. Riley Wealth Management first reported a position in AHRT in Q1 2014 and held it in 6 quarters. The position peaked at $97K in Q1 2014. 116 funds tracked by Wall St. Rank hold AHRT as of Q3 2015.

  • B. Riley Wealth Management reported no remaining AH Realty Trust position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 7,200 AH Realty Trust shares in Q3 2015, an estimated $71K.
  • B. Riley Wealth Management first reported a position in AH Realty Trust in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's AH Realty Trust position peaked at $97K in Q1 2014.
  • 116 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.