IF
AHRT

IRON Financial’s AH Realty Trust AHRT Stock Holding History

IRON Financial’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
Q3 		– Sell
-1,004
Closed -$260K – 103
2020
Q2 		$260K Sell
1,004
-90
-8% -$815 0.13% 84
2020
Q1 		$238K Sell
1,094
-51
-4% -$826 0.15% 84
2019
Q4 		$263K Buy
1,145
+101
+10% +$1.83K 0.13% 93
2019
Q3 		$231K Buy
+1,044
New +$18.1K 0.17% 84

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

IRON Financial's AHRT Position: Q3 2020 in Review

IRON Financial sold out of AH Realty Trust (AHRT) in Q3 2020, closing a stake of 1,004 shares — an estimated $260K sold.

IRON Financial first reported a position in AHRT in Q3 2019 and held it in 4 quarters. The position peaked at $263K in Q4 2019. 155 funds tracked by Wall St. Rank hold AHRT as of Q3 2020.

  • IRON Financial reported no remaining AH Realty Trust position as of Q3 2020 after selling out during the quarter.
  • IRON Financial sold 1,004 AH Realty Trust shares in Q3 2020, an estimated $260K.
  • IRON Financial first reported a position in AH Realty Trust in Q3 2019 and held it in 4 quarters.
  • IRON Financial's AH Realty Trust position peaked at $263K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2020.

Based on IRON Financial's 13F filing for Q3 2020, filed 9 Nov 2020.