IFWM
AHRT

Institute for Wealth Management’s AH Realty Trust AHRT Stock Holding History

Institute for 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
2017
Q4 		– Sell
-10,000
Closed -$138K – 393
2017
Q3 		$138K Hold
10,000
– – 0.04% 246
2017
Q2 		$130K Buy
+10,000
New +$137K 0.04% 394

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
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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Institute for Wealth Management's AHRT Position: Q4 2017 in Review

Institute for Wealth Management sold out of AH Realty Trust (AHRT) in Q4 2017, closing a stake of 10,000 shares — an estimated $138K sold.

Institute for Wealth Management first reported a position in AHRT in Q2 2017 and held it in 2 quarters. The position peaked at $138K in Q3 2017. 164 funds tracked by Wall St. Rank hold AHRT as of Q4 2017.

  • Institute for Wealth Management reported no remaining AH Realty Trust position as of Q4 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 10,000 AH Realty Trust shares in Q4 2017, an estimated $138K.
  • Institute for Wealth Management first reported a position in AH Realty Trust in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's AH Realty Trust position peaked at $138K in Q3 2017.
  • 164 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2017.

Based on Institute for Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.