Harbor Investment Advisory’s AH Realty Trust AHRT Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-2,848	Closed	-$33.3K	–	1190
2023 Q2	$33.3K	Hold	2,848	–	–	﹤0.01%	806
2023 Q1	$33.6K	Hold	2,848	–	–	0.01%	803
2022 Q4	$32.8K	Buy	2,848 +738	+35%	+$8.51K	0.01%	788
2022 Q3	$22K	Hold	2,110	–	–	﹤0.01%	881
2022 Q2	$27K	Hold	2,110	–	–	﹤0.01%	834
2022 Q1	$31K	Hold	2,110	–	–	﹤0.01%	850
2021 Q4	$32K	Hold	2,110	–	–	﹤0.01%	845
2021 Q3	$28K	Hold	2,110	–	–	﹤0.01%	886
2021 Q2	$28K	Hold	2,110	–	–	﹤0.01%	847
2021 Q1	$26K	Hold	2,110	–	–	﹤0.01%	833
2020 Q4	$24K	Buy	2,110 +652	+45%	+$6.6K	﹤0.01%	787
2020 Q3	$14K	Buy	1,458 +723	+98%	+$7.12K	﹤0.01%	802
2020 Q2	$7K	Hold	735	–	–	﹤0.01%	826
2020 Q1	$8K	Buy	+735	New	+$11.9K	﹤0.01%	782

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Harbor Investment Advisory's AHRT Position: Q3 2023 in Review

Harbor Investment Advisory sold out of AH Realty Trust (AHRT) in Q3 2023, closing a stake of 2,848 shares — an estimated $33.3K sold.

Harbor Investment Advisory first reported a position in AHRT in Q1 2020 and held it in 14 quarters. The position peaked at $33.6K in Q1 2023. 188 funds tracked by Wall St. Rank hold AHRT as of Q3 2023.

Harbor Investment Advisory reported no remaining AH Realty Trust position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 2,848 AH Realty Trust shares in Q3 2023, an estimated $33.3K.
Harbor Investment Advisory first reported a position in AH Realty Trust in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's AH Realty Trust position peaked at $33.6K in Q1 2023.
188 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.