Mackenzie Financial
AHRT

Mackenzie Financial’s AH Realty Trust AHRT Stock Holding History

Mackenzie 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
2022
Q1 		– Sell
-19,067
Closed -$290K – 1408
2021
Q4 		$290K Buy
19,067
+8,265
+77% +$119K ﹤0.01% 1160
2021
Q3 		$144K Buy
+10,802
New +$143K ﹤0.01% 1355

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Mackenzie Financial's AHRT Position: Q1 2022 in Review

Mackenzie Financial sold out of AH Realty Trust (AHRT) in Q1 2022, closing a stake of 19,067 shares — an estimated $290K sold.

Mackenzie Financial first reported a position in AHRT in Q3 2021 and held it in 2 quarters. The position peaked at $290K in Q4 2021. 190 funds tracked by Wall St. Rank hold AHRT as of Q1 2022.

  • Mackenzie Financial reported no remaining AH Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Mackenzie Financial sold 19,067 AH Realty Trust shares in Q1 2022, an estimated $290K.
  • Mackenzie Financial first reported a position in AH Realty Trust in Q3 2021 and held it in 2 quarters.
  • Mackenzie Financial's AH Realty Trust position peaked at $290K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2022.

Based on Mackenzie Financial's 13F filing for Q1 2022, filed 13 May 2022.