Berman Capital Advisors’s AH Realty Trust AHRT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Hold	185	–	–	﹤0.01%	1650
2021 Q2	$2K	Buy	185 +68	+58%	+$912	﹤0.01%	1549
2021 Q1	$1K	Hold	117	–	–	﹤0.01%	1588
2020 Q4	$1K	Sell	117 -75	-39%	-$759	﹤0.01%	1484
2020 Q3	$1K	Sell	192 -144	-43%	-$1.42K	﹤0.01%	1391
2020 Q2	$3K	Sell	336 -276	-45%	-$2.5K	﹤0.01%	1104
2020 Q1	$6K	Sell	612 -919	-60%	-$14.9K	﹤0.01%	823
2019 Q4	$28K	Hold	1,531	–	–	0.01%	439
2019 Q3	$27K	Hold	1,531	–	–	0.01%	421
2019 Q2	$25K	Hold	1,531	–	–	0.01%	447
2019 Q1	$23K	Buy	1,531 +1,456	+1,941%	+$21.9K	0.01%	417
2018 Q4	$1K	Buy	+75	New	+$1.12K	﹤0.01%	941

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Berman Capital Advisors's AHRT Position: Q3 2021 in Review

Berman Capital Advisors held its AH Realty Trust (AHRT) position steady in Q3 2021 at 185 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Berman Capital Advisors first reported a position in AHRT in Q4 2018 and has held it in 12 quarters since. The position peaked at $28K in Q4 2019. 171 funds tracked by Wall St. Rank hold AHRT as of Q3 2021.

Berman Capital Advisors held 185 shares of AH Realty Trust worth $2K as of Q3 2021.
Berman Capital Advisors left its AH Realty Trust share count unchanged in Q3 2021.
AH Realty Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1650 holding.
Berman Capital Advisors first reported a position in AH Realty Trust in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AH Realty Trust position peaked at $28K in Q4 2019.
171 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.