SMH
AHRT

Sanders Morris Harris’s AH Realty Trust AHRT Stock Holding History

Sanders Morris Harris’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
2016
Q3 		– Sell
-79,380
Closed -$1.09M – 160
2016
Q2 		$1.09M Buy
79,380
+310
+0.4% +$3.77K 0.25% 89
2016
Q1 		$890K Buy
+79,070
New +$844K 0.15% 129

Other funds holding AHRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sanders Morris Harris's AHRT Position: Q3 2016 in Review

Sanders Morris Harris sold out of AH Realty Trust (AHRT) in Q3 2016, closing a stake of 79,380 shares — an estimated $1.09M sold.

Sanders Morris Harris first reported a position in AHRT in Q1 2016 and held it in 2 quarters. The position peaked at $1.09M in Q2 2016. 150 funds tracked by Wall St. Rank hold AHRT as of Q3 2016.

  • Sanders Morris Harris reported no remaining AH Realty Trust position as of Q3 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 79,380 AH Realty Trust shares in Q3 2016, an estimated $1.09M.
  • Sanders Morris Harris first reported a position in AH Realty Trust in Q1 2016 and held it in 2 quarters.
  • Sanders Morris Harris's AH Realty Trust position peaked at $1.09M in Q2 2016.
  • 150 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2016.

Based on Sanders Morris Harris's 13F filing for Q3 2016, filed 24 Oct 2016.