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AHRT

Navellier & Associates’s AH Realty Trust AHRT Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-59,964
Closed -$777K – 235
2017
Q2 		$777K Buy
59,964
+407
+0.7% +$5.58K 0.12% 149
2017
Q1 		$827K Buy
59,557
+11,521
+24% +$160K 0.12% 149
2016
Q4 		$700K Sell
48,036
-2,298
-5% -$31.9K 0.12% 152
2016
Q3 		$674K Buy
50,334
+1,190
+2% +$16.6K 0.1% 147
2016
Q2 		$675K Buy
+49,144
New +$597K 0.1% 119

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Navellier & Associates's AHRT Position: Q3 2017 in Review

Navellier & Associates sold out of AH Realty Trust (AHRT) in Q3 2017, closing a stake of 59,964 shares — an estimated $777K sold.

Navellier & Associates first reported a position in AHRT in Q2 2016 and held it in 5 quarters. The position peaked at $827K in Q1 2017. 160 funds tracked by Wall St. Rank hold AHRT as of Q3 2017.

  • Navellier & Associates reported no remaining AH Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Navellier & Associates sold 59,964 AH Realty Trust shares in Q3 2017, an estimated $777K.
  • Navellier & Associates first reported a position in AH Realty Trust in Q2 2016 and held it in 5 quarters.
  • Navellier & Associates's AH Realty Trust position peaked at $827K in Q1 2017.
  • 160 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2017.

Based on Navellier & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.