NFG
AHRT

Next Financial Group’s AH Realty Trust AHRT Stock Holding History

Next Financial Group’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
2021
Q4 		$56K Buy
3,639
+586
+19% +$8.43K ﹤0.01% 1422
2021
Q3 		$41K Buy
+3,053
New +$40.4K ﹤0.01% 1491
2020
Q2 		– Sell
-2,299
Closed -$25K – 621
2020
Q1 		$25K Sell
2,299
-96
-4% -$1.56K ﹤0.01% 1187
2019
Q4 		$44K Buy
2,395
+16
+0.7% +$290 ﹤0.01% 1233
2019
Q3 		$44K Buy
2,379
+58
+2% +$1K ﹤0.01% 1179
2019
Q2 		$39K Buy
2,321
+282
+14% +$4.59K ﹤0.01% 1239
2019
Q1 		$32K Buy
+2,039
New +$30.7K 0.01% 841

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Next Financial Group's AHRT Position: Q4 2021 in Review

Next Financial Group increased its AH Realty Trust (AHRT) stake by 19% in Q4 2021, buying an estimated $8.43K and bringing the position to 3,639 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Next Financial Group first reported a position in AHRT in Q1 2019 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold AHRT as of Q4 2021.

  • Next Financial Group held 3,639 shares of AH Realty Trust worth $56K as of Q4 2021.
  • Next Financial Group bought 586 AH Realty Trust shares in Q4 2021, an estimated $8.43K.
  • AH Realty Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1422 holding.
  • Next Financial Group first reported a position in AH Realty Trust in Q1 2019 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.