DIA
AHRT

Dean Investment Associates’s AH Realty Trust AHRT Stock Holding History

Dean Investment Associates’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
Q4 		– Sell
-59,146
Closed -$791K – 232
2021
Q3 		$791K Sell
59,146
-14,964
-20% -$198K 0.15% 205
2021
Q2 		$985K Buy
+74,110
New +$993K 0.18% 202

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

Dean Investment Associates's AHRT Position: Q4 2021 in Review

Dean Investment Associates sold out of AH Realty Trust (AHRT) in Q4 2021, closing a stake of 59,146 shares — an estimated $791K sold.

Dean Investment Associates first reported a position in AHRT in Q2 2021 and held it in 2 quarters. The position peaked at $985K in Q2 2021. 181 funds tracked by Wall St. Rank hold AHRT as of Q4 2021.

  • Dean Investment Associates reported no remaining AH Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Dean Investment Associates sold 59,146 AH Realty Trust shares in Q4 2021, an estimated $791K.
  • Dean Investment Associates first reported a position in AH Realty Trust in Q2 2021 and held it in 2 quarters.
  • Dean Investment Associates's AH Realty Trust position peaked at $985K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2021.

Based on Dean Investment Associates's 13F filing for Q4 2021, filed 10 Feb 2022.