Rowland Carmichael Advisors’s AH Realty Trust AHRT Stock Holding History

Rowland Carmichael 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
2018 Q4	–	Sell	-12,500	Closed	-$189K	–	300
2018 Q3	$189K	Hold	12,500	–	–	0.07%	272
2018 Q2	$186K	Hold	12,500	–	–	0.08%	273
2018 Q1	$171K	Buy	12,500 +500	+4%	+$6.93K	0.09%	251
2017 Q4	$186K	Sell	12,000 -5,000	-29%	-$74.2K	0.1%	255
2017 Q3	$235K	Hold	17,000	–	–	0.13%	205
2017 Q2	$220K	Buy	17,000 +2,000	+13%	+$27.4K	0.13%	201
2017 Q1	$208K	Hold	15,000	–	–	0.13%	208
2016 Q4	$219K	Hold	15,000	–	–	0.13%	216
2016 Q3	$201K	Hold	15,000	–	–	0.13%	211
2016 Q2	$206K	Buy	+15,000	New	+$182K	0.13%	210

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Rowland Carmichael Advisors's AHRT Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of AH Realty Trust (AHRT) in Q4 2018, closing a stake of 12,500 shares — an estimated $189K sold.

Rowland Carmichael Advisors first reported a position in AHRT in Q2 2016 and held it in 10 quarters. The position peaked at $235K in Q3 2017. 160 funds tracked by Wall St. Rank hold AHRT as of Q4 2018.

Rowland Carmichael Advisors reported no remaining AH Realty Trust position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 12,500 AH Realty Trust shares in Q4 2018, an estimated $189K.
Rowland Carmichael Advisors first reported a position in AH Realty Trust in Q2 2016 and held it in 10 quarters.
Rowland Carmichael Advisors's AH Realty Trust position peaked at $235K in Q3 2017.
160 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.