Ladenburg Thalmann Financial Services’s AH Realty Trust AHRT Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$13K	Sell	738 -62	-8%	-$1.13K	﹤0.01%	4349
2019 Q3	$14K	Buy	800 +8	+1%	+$138	﹤0.01%	4219
2019 Q2	$13K	Buy	792 +1	+0.1%	+$16	﹤0.01%	4296
2019 Q1	$13K	Buy	791 +171	+28%	+$2.58K	﹤0.01%	4239
2018 Q4	$9K	Hold	620	–	–	﹤0.01%	4314
2018 Q3	$9K	Hold	620	–	–	﹤0.01%	4324
2018 Q2	$8K	Hold	620	–	–	﹤0.01%	4350
2018 Q1	$8K	Sell	620 -1,785	-74%	-$24.8K	﹤0.01%	4350
2017 Q4	$37K	Buy	2,405 +28	+1%	+$416	﹤0.01%	3416
2017 Q3	$33K	Sell	2,377 -158	-6%	-$2.11K	﹤0.01%	3365
2017 Q2	$33K	Buy	2,535 +483	+24%	+$6.62K	﹤0.01%	3289
2017 Q1	$29K	Sell	2,052 -729	-26%	-$10.2K	﹤0.01%	3297
2016 Q4	$40K	Buy	2,781 +341	+14%	+$4.73K	﹤0.01%	3004
2016 Q3	$33K	Buy	+2,440	New	+$34.1K	﹤0.01%	3072

Other funds holding AHRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AHRT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its AH Realty Trust (AHRT) stake by 7.8% in Q4 2019, selling an estimated $1.13K and leaving 738 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4349.

Ladenburg Thalmann Financial Services first reported a position in AHRT in Q3 2016 and has held it in 14 quarters since. The position peaked at $40K in Q4 2016. 166 funds tracked by Wall St. Rank hold AHRT as of Q4 2019.

Ladenburg Thalmann Financial Services held 738 shares of AH Realty Trust worth $13K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 62 AH Realty Trust shares in Q4 2019, an estimated $1.13K.
AH Realty Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4349 holding.
Ladenburg Thalmann Financial Services first reported a position in AH Realty Trust in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's AH Realty Trust position peaked at $40K in Q4 2016.
166 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.