MC
AHRT

Miles Capital’s AH Realty Trust AHRT Stock Holding History

Miles Capital’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
2020
Q1 		$199K Sell
18,628
-13
-0.1% -$211 0.21% 118
2019
Q4 		$342K Sell
18,641
-224
-1% -$4.07K 0.27% 88
2019
Q3 		$341K Sell
18,865
-43
-0.2% -$744 0.28% 96
2019
Q2 		$313K Buy
18,908
+1,769
+10% +$28.8K 0.26% 104
2019
Q1 		$267K Sell
17,139
-501
-3% -$7.55K 0.23% 122
2018
Q4 		$248K Buy
17,640
+372
+2% +$5.55K 0.24% 118
2018
Q3 		$261K Buy
17,268
+4,990
+41% +$76.6K 0.21% 131
2018
Q2 		$183K Sell
12,278
-6,041
-33% -$85.2K 0.11% 178
2018
Q1 		$251K Buy
18,319
+2,171
+13% +$30.1K 0.14% 156
2017
Q4 		$251K Sell
16,148
-114
-0.7% -$1.69K 0.15% 124
2017
Q3 		$225K Buy
+16,262
New +$217K 0.13% 151

Other funds holding AHRT

BlackRock
BlackRock New York $5.7T 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return