HGWM
AHRT

Harvest Group Wealth Management’s AH Realty Trust AHRT Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-129
Closed -$1K – 56
2020
Q4 		$1K Hold
129
– – ﹤0.01% 413
2020
Q3 		$1K Hold
129
– – ﹤0.01% 407
2020
Q2 		$1K Sell
129
-5
-4% -$45 ﹤0.01% 345
2020
Q1 		$1K Buy
+134
New +$2.17K ﹤0.01% 346

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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Harvest Group Wealth Management's AHRT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of AH Realty Trust (AHRT) in Q1 2021, closing a stake of 129 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AHRT in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 157 funds tracked by Wall St. Rank hold AHRT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining AH Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 129 AH Realty Trust shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in AH Realty Trust in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's AH Realty Trust position peaked at $1K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.