FIM
AHRT

Foresters Investment Management’s AH Realty Trust AHRT Stock Holding History

Foresters Investment 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
2014
Q3 		– Sell
-296,100
Closed -$2.87M – 277
2014
Q2 		$2.87M Sell
296,100
-30,100
-9% -$293K 0.06% 245
2014
Q1 		$3.27M Sell
326,200
-2,500
-0.8% -$24.2K 0.07% 238
2013
Q4 		$3.05M Sell
328,700
-2,100
-0.6% -$20.7K 0.07% 237
2013
Q3 		$3.28M Buy
330,800
+20,600
+7% +$214K 0.08% 220
2013
Q2 		$3.65M Buy
+310,200
New +$3.58M 0.11% 170

Other funds holding AHRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Foresters Investment Management's AHRT Position: Q3 2014 in Review

Foresters Investment Management sold out of AH Realty Trust (AHRT) in Q3 2014, closing a stake of 296,100 shares — an estimated $2.87M sold.

Foresters Investment Management first reported a position in AHRT in Q2 2013 and held it in 5 quarters. The position peaked at $3.65M in Q2 2013. 91 funds tracked by Wall St. Rank hold AHRT as of Q3 2014.

  • Foresters Investment Management reported no remaining AH Realty Trust position as of Q3 2014 after selling out during the quarter.
  • Foresters Investment Management sold 296,100 AH Realty Trust shares in Q3 2014, an estimated $2.87M.
  • Foresters Investment Management first reported a position in AH Realty Trust in Q2 2013 and held it in 5 quarters.
  • Foresters Investment Management's AH Realty Trust position peaked at $3.65M in Q2 2013.
  • 91 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2014.

Based on Foresters Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.