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

Hillsdale 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
2022 Q4	–	Sell	-62,900	Closed	-$653K	–	549
2022 Q3	$653K	Hold	62,900	–	–	0.06%	257
2022 Q2	$808K	Buy	+62,900	New	+$855K	0.06%	211
2020 Q2	–	Sell	-46,400	Closed	-$496K	–	562
2020 Q1	$496K	Hold	46,400	–	–	0.06%	295
2019 Q4	$851K	Hold	46,400	–	–	0.07%	237
2019 Q3	$839K	Hold	46,400	–	–	0.07%	234
2019 Q2	$768K	Buy	46,400 +7,100	+18%	+$116K	0.08%	248
2019 Q1	$613K	Buy	39,300 +5,600	+17%	+$84.4K	0.06%	224
2018 Q4	$474K	Buy	+33,700	New	+$503K	0.06%	230
2016 Q3	–	Sell	-64,900	Closed	-$891K	–	499
2016 Q2	$891K	Buy	64,900 +25,600	+65%	+$311K	0.26%	59
2016 Q1	$442K	Buy	+39,300	New	+$419K	0.15%	113

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

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

Hillsdale Investment Management's AHRT Position: Q4 2022 in Review

Hillsdale Investment Management sold out of AH Realty Trust (AHRT) in Q4 2022, closing a stake of 62,900 shares — an estimated $653K sold.

Hillsdale Investment Management first reported a position in AHRT in Q1 2016 and held it in 10 quarters. The position peaked at $891K in Q2 2016. 195 funds tracked by Wall St. Rank hold AHRT as of Q4 2022.

Hillsdale Investment Management reported no remaining AH Realty Trust position as of Q4 2022 after selling out during the quarter.
Hillsdale Investment Management sold 62,900 AH Realty Trust shares in Q4 2022, an estimated $653K.
Hillsdale Investment Management first reported a position in AH Realty Trust in Q1 2016 and held it in 10 quarters.
Hillsdale Investment Management's AH Realty Trust position peaked at $891K in Q2 2016.
195 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.