BIG
AHRT

Bellwether Investment Group’s AH Realty Trust AHRT Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-4,596
Closed -$67K – 768
2016
Q4 		$67K Buy
+4,596
New +$63.8K 0.06% 232
2016
Q2 		$76K Buy
+5,500
New +$66.8K 0.08% 197

Other funds holding AHRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellwether Investment Group's AHRT Position: Q1 2017 in Review

Bellwether Investment Group sold out of AH Realty Trust (AHRT) in Q1 2017, closing a stake of 4,596 shares — an estimated $67K sold.

Bellwether Investment Group first reported a position in AHRT in Q2 2016 and held it in 2 quarters. The position peaked at $76K in Q2 2016. 149 funds tracked by Wall St. Rank hold AHRT as of Q1 2017.

  • Bellwether Investment Group reported no remaining AH Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,596 AH Realty Trust shares in Q1 2017, an estimated $67K.
  • Bellwether Investment Group first reported a position in AH Realty Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's AH Realty Trust position peaked at $76K in Q2 2016.
  • 149 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.