JA
AHRT

JOYN Advisors’s AH Realty Trust AHRT Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-638
Closed -$9K – 149
2018
Q4 		$9K Buy
638
+261
+69% +$3.89K ﹤0.01% 1003
2018
Q3 		$6K Buy
377
+35
+10% +$538 ﹤0.01% 1106
2018
Q2 		$5K Buy
342
+329
+2,531% +$4.64K ﹤0.01% 1107
2018
Q1 		$0 Buy
+13
New +$180 ﹤0.01% 1303

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's AHRT Position: Q1 2019 in Review

JOYN Advisors sold out of AH Realty Trust (AHRT) in Q1 2019, closing a stake of 638 shares — an estimated $9K sold.

JOYN Advisors first reported a position in AHRT in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q4 2018. 165 funds tracked by Wall St. Rank hold AHRT as of Q1 2019.

  • JOYN Advisors reported no remaining AH Realty Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 638 AH Realty Trust shares in Q1 2019, an estimated $9K.
  • JOYN Advisors first reported a position in AH Realty Trust in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's AH Realty Trust position peaked at $9K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.