Pinnacle Summer Investments’s AH Realty Trust AHRT Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$837K	Buy	79,845 +2,440	+3%	+$26K	0.12%	89
2015 Q3	$775K	Buy	77,405 +29,415	+61%	+$295K	0.13%	139
2015 Q2	$479K	Buy	47,990 +4,565	+11%	+$47.7K	0.1%	119
2015 Q1	$462K	Buy	43,425 +18,360	+73%	+$194K	0.06%	209
2014 Q4	$268K	Buy	+25,065	New	+$234K	0.03%	271
2014 Q1	–	Sell	-3,077	Closed	-$29K	–	968
2013 Q4	$29K	Sell	3,077 -1,900	-38%	-$18.8K	﹤0.01%	542
2013 Q3	$49K	Sell	4,977 -21,188	-81%	-$220K	0.01%	430
2013 Q2	$308K	Buy	+26,165	New	+$302K	0.08%	173

Other funds holding AHRT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Pinnacle Summer Investments's AHRT Position: Q4 2015 in Review

Pinnacle Summer Investments increased its AH Realty Trust (AHRT) stake by 3.2% in Q4 2015, buying an estimated $26K and bringing the position to 79,845 shares worth $837K. The position accounts for 0.12% of the portfolio, ranked #89.

Pinnacle Summer Investments first reported a position in AHRT in Q2 2013 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold AHRT as of Q4 2015.

Pinnacle Summer Investments held 79,845 shares of AH Realty Trust worth $837K as of Q4 2015.
Pinnacle Summer Investments bought 2,440 AH Realty Trust shares in Q4 2015, an estimated $26K.
AH Realty Trust made up 0.12% of Pinnacle Summer Investments's portfolio in Q4 2015, its #89 holding.
Pinnacle Summer Investments first reported a position in AH Realty Trust in Q2 2013 and has held it in 8 quarters since.
121 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.