KFS
AHRT

Kissinger Financial Services’s AH Realty Trust AHRT Stock Holding History

Kissinger Financial Services’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
Q2 		$1M Buy
77,260
+115
+0.1% +$1.57K 1% 33
2017
Q1 		$1.07M Sell
77,145
-1,800
-2% -$25.1K 1.1% 29
2016
Q4 		$1.15M Sell
78,945
-410
-0.5% -$5.69K 1.2% 30
2016
Q3 		$1.06M Buy
+79,355
New +$1.11M 1.16% 30

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
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kissinger Financial Services's AHRT Position: Q2 2017 in Review

Kissinger Financial Services increased its AH Realty Trust (AHRT) stake by 0.15% in Q2 2017, buying an estimated $1.57K and bringing the position to 77,260 shares worth $1M. The position accounts for 1% of the portfolio, ranked #33.

Kissinger Financial Services first reported a position in AHRT in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2016. 164 funds tracked by Wall St. Rank hold AHRT as of Q2 2017.

  • Kissinger Financial Services held 77,260 shares of AH Realty Trust worth $1M as of Q2 2017.
  • Kissinger Financial Services bought 115 AH Realty Trust shares in Q2 2017, an estimated $1.57K.
  • AH Realty Trust made up 1% of Kissinger Financial Services's portfolio in Q2 2017, its #33 holding.
  • Kissinger Financial Services first reported a position in AH Realty Trust in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's AH Realty Trust position peaked at $1.15M in Q4 2016.
  • 164 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.