Optimum Investment Advisors’s AH Realty Trust AHRT Stock Holding History

Optimum Investment Advisors’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
2023 Q2	–	Sell	-400	Closed	-$4.72K	–	716
2023 Q1	$4.72K	Hold	400	–	–	﹤0.01%	628
2022 Q4	$4.6K	Hold	400	–	–	﹤0.01%	635
2022 Q3	$4K	Hold	400	–	–	﹤0.01%	668
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	666
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	699
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	714
2021 Q3	$5K	Hold	400	–	–	﹤0.01%	737
2021 Q2	$5K	Hold	400	–	–	﹤0.01%	810
2021 Q1	$5K	Hold	400	–	–	﹤0.01%	818
2020 Q4	$4K	Sell	400 -2,672	-87%	-$27K	﹤0.01%	794
2020 Q3	$28K	Sell	3,072 -8,016	-72%	-$79K	0.01%	538
2020 Q2	$110K	Hold	11,088	–	–	0.04%	312
2020 Q1	$119K	Hold	11,088	–	–	0.05%	282
2019 Q4	$203K	Hold	11,088	–	–	0.06%	271
2019 Q3	$201K	Buy	11,088 +2,672	+32%	+$46.3K	0.06%	261
2019 Q2	$139K	Hold	8,416	–	–	0.05%	322
2019 Q1	$131K	Hold	8,416	–	–	0.04%	335
2018 Q4	$118K	Hold	8,416	–	–	0.04%	337
2018 Q3	$127K	Hold	8,416	–	–	0.04%	369
2018 Q2	$125K	Hold	8,416	–	–	0.04%	370
2018 Q1	$115K	Buy	+8,416	New	+$117K	0.03%	380
2015 Q1	$13K	Hold	1,200	–	–	﹤0.01%	765
2014 Q4	$11K	Buy	+1,200	New	+$11.2K	﹤0.01%	824

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's AHRT Position: Q2 2023 in Review

Optimum Investment Advisors sold out of AH Realty Trust (AHRT) in Q2 2023, closing a stake of 400 shares — an estimated $4.72K sold.

Optimum Investment Advisors first reported a position in AHRT in Q4 2014 and held it in 23 quarters. The position peaked at $203K in Q4 2019. 185 funds tracked by Wall St. Rank hold AHRT as of Q2 2023.

Optimum Investment Advisors reported no remaining AH Realty Trust position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 400 AH Realty Trust shares in Q2 2023, an estimated $4.72K.
Optimum Investment Advisors first reported a position in AH Realty Trust in Q4 2014 and held it in 23 quarters.
Optimum Investment Advisors's AH Realty Trust position peaked at $203K in Q4 2019.
185 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.