PFS
AHRT

Prospera Financial Services’s AH Realty Trust AHRT Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-4,521
Closed -$66K – 1633
2022
Q1 		$66K Buy
+4,521
New +$65.1K ﹤0.01% 1255
2020
Q4 		– Sell
-4,970
Closed -$46K – 693
2020
Q3 		$46K Buy
+4,970
New +$49K 0.02% 642

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
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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prospera Financial Services's AHRT Position: Q2 2022 in Review

Prospera Financial Services sold out of AH Realty Trust (AHRT) in Q2 2022, closing a stake of 4,521 shares — an estimated $66K sold.

Prospera Financial Services first reported a position in AHRT in Q3 2020 and held it in 2 quarters. The position peaked at $66K in Q1 2022. 188 funds tracked by Wall St. Rank hold AHRT as of Q2 2022.

  • Prospera Financial Services reported no remaining AH Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 4,521 AH Realty Trust shares in Q2 2022, an estimated $66K.
  • Prospera Financial Services first reported a position in AH Realty Trust in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's AH Realty Trust position peaked at $66K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.