KCM
AHRT

Kennedy Capital Management’s AH Realty Trust AHRT Stock Holding History

Kennedy Capital 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
-185,327
Closed -$1.92M – 613
2022
Q3 		$1.92M Sell
185,327
-514,172
-74% -$6.71M 0.06% 421
2022
Q2 		$8.98M Sell
699,499
-8,259
-1% -$112K 0.25% 129
2022
Q1 		$10.3M Sell
707,758
-4,360
-0.6% -$62.8K 0.24% 134
2021
Q4 		$10.8M Sell
712,118
-12,890
-2% -$185K 0.23% 150
2021
Q3 		$9.69M Buy
725,008
+114,778
+19% +$1.52M 0.22% 157
2021
Q2 		$8.11M Buy
610,230
+2,969
+0.5% +$39.8K 0.17% 227
2021
Q1 		$7.62M Sell
607,261
-19,973
-3% -$244K 0.15% 247
2020
Q4 		$7.04M Buy
627,234
+68,732
+12% +$695K 0.16% 243
2020
Q3 		$5.17M Buy
558,502
+157,573
+39% +$1.55M 0.15% 267
2020
Q2 		$3.99M Sell
400,929
-67,189
-14% -$609K 0.12% 339
2020
Q1 		$5.01M Sell
468,118
-19,741
-4% -$320K 0.18% 190
2019
Q4 		$8.95M Sell
487,859
-15,984
-3% -$290K 0.22% 135
2019
Q3 		$9.12M Sell
503,843
-14,271
-3% -$247K 0.23% 133
2019
Q2 		$8.57M Sell
518,114
-5,894
-1% -$96K 0.2% 169
2019
Q1 		$8.17M Buy
524,008
+25,909
+5% +$390K 0.19% 190
2018
Q4 		$7M Buy
498,099
+98,675
+25% +$1.47M 0.17% 213
2018
Q3 		$6.04M Buy
399,424
+33,566
+9% +$516K 0.11% 338
2018
Q2 		$5.45M Sell
365,858
-3,655
-1% -$51.6K 0.1% 385
2018
Q1 		$5.06M Sell
369,513
-104,014
-22% -$1.44M 0.1% 398
2017
Q4 		$7.35M Sell
473,527
-369,917
-44% -$5.49M 0.13% 268
2017
Q3 		$11.6M Buy
843,444
+90,875
+12% +$1.21M 0.21% 147
2017
Q2 		$9.75M Buy
+752,569
New +$10.3M 0.19% 175

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
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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

Kennedy Capital Management's AHRT Position: Q4 2022 in Review

Kennedy Capital Management sold out of AH Realty Trust (AHRT) in Q4 2022, closing a stake of 185,327 shares — an estimated $1.92M sold.

Kennedy Capital Management first reported a position in AHRT in Q2 2017 and held it in 22 quarters. The position peaked at $11.6M in Q3 2017. 195 funds tracked by Wall St. Rank hold AHRT as of Q4 2022.

  • Kennedy Capital Management reported no remaining AH Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Kennedy Capital Management sold 185,327 AH Realty Trust shares in Q4 2022, an estimated $1.92M.
  • Kennedy Capital Management first reported a position in AH Realty Trust in Q2 2017 and held it in 22 quarters.
  • Kennedy Capital Management's AH Realty Trust position peaked at $11.6M in Q3 2017.
  • 195 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2022.

Based on Kennedy Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.