FFG
AHRT

Fortem Financial Group’s AH Realty Trust AHRT Stock Holding History

Fortem Financial Group’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
2020
Q2 		– Sell
-11,209
Closed -$120K – 132
2020
Q1 		$120K Buy
+11,209
New +$182K 0.11% 109
2019
Q2 		– Sell
-10,609
Closed -$165K – 148
2019
Q1 		$165K Buy
10,609
+130
+1% +$1.96K 0.17% 130
2018
Q4 		$147K Buy
+10,479
New +$156K 0.18% 117

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fortem Financial Group's AHRT Position: Q2 2020 in Review

Fortem Financial Group sold out of AH Realty Trust (AHRT) in Q2 2020, closing a stake of 11,209 shares — an estimated $120K sold.

Fortem Financial Group first reported a position in AHRT in Q4 2018 and held it in 3 quarters. The position peaked at $165K in Q1 2019. 153 funds tracked by Wall St. Rank hold AHRT as of Q2 2020.

  • Fortem Financial Group reported no remaining AH Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Fortem Financial Group sold 11,209 AH Realty Trust shares in Q2 2020, an estimated $120K.
  • Fortem Financial Group first reported a position in AH Realty Trust in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's AH Realty Trust position peaked at $165K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2020.

Based on Fortem Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.