CWM
AHRT

Cornerstone Wealth Management’s AH Realty Trust AHRT Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-2,786
Closed -$200K – 351
2018
Q3 		$200K Sell
2,786
-202
-7% -$3.1K ﹤0.01% 1184
2018
Q2 		$200K Buy
+2,988
New +$42.2K ﹤0.01% 1323

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cornerstone Wealth Management's AHRT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of AH Realty Trust (AHRT) in Q4 2018, closing a stake of 2,786 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in AHRT in Q2 2018 and held it in 2 quarters. The position peaked at $200K in Q3 2018. 160 funds tracked by Wall St. Rank hold AHRT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining AH Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,786 AH Realty Trust shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in AH Realty Trust in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's AH Realty Trust position peaked at $200K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.