DIA
AHRT

Dana Investment Advisors’s AH Realty Trust AHRT Stock Holding History

Dana Investment 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
2018
Q1 		– Sell
-153,198
Closed -$2.38M – 266
2017
Q4 		$2.38M Sell
153,198
-10,964
-7% -$163K 0.1% 154
2017
Q3 		$2.27M Sell
164,162
-131
-0.1% -$1.75K 0.1% 167
2017
Q2 		$2.13M Buy
164,293
+1,090
+0.7% +$14.9K 0.1% 176
2017
Q1 		$2.27M Buy
163,203
+3,003
+2% +$41.8K 0.11% 164
2016
Q4 		$2.33M Buy
160,200
+6,788
+4% +$94.2K 0.11% 155
2016
Q3 		$2.06M Buy
+153,412
New +$2.15M 0.1% 155

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dana Investment Advisors's AHRT Position: Q1 2018 in Review

Dana Investment Advisors sold out of AH Realty Trust (AHRT) in Q1 2018, closing a stake of 153,198 shares — an estimated $2.38M sold.

Dana Investment Advisors first reported a position in AHRT in Q3 2016 and held it in 6 quarters. The position peaked at $2.38M in Q4 2017. 149 funds tracked by Wall St. Rank hold AHRT as of Q1 2018.

  • Dana Investment Advisors reported no remaining AH Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Dana Investment Advisors sold 153,198 AH Realty Trust shares in Q1 2018, an estimated $2.38M.
  • Dana Investment Advisors first reported a position in AH Realty Trust in Q3 2016 and held it in 6 quarters.
  • Dana Investment Advisors's AH Realty Trust position peaked at $2.38M in Q4 2017.
  • 149 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2018.

Based on Dana Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.