SFM
AHRT

Systematic Financial Management’s AH Realty Trust AHRT Stock Holding History

Systematic Financial Management’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
2020
Q1 		– Sell
-582
Closed -$11K – 486
2019
Q4 		$11K Hold
582
– – ﹤0.01% 482
2019
Q3 		$11K Sell
582
-19,013
-97% -$329K ﹤0.01% 537
2019
Q2 		$324K Sell
19,595
-1,355
-6% -$22.1K 0.01% 558
2019
Q1 		$327K Buy
+20,950
New +$316K 0.01% 589

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Systematic Financial Management's AHRT Position: Q1 2020 in Review

Systematic Financial Management sold out of AH Realty Trust (AHRT) in Q1 2020, closing a stake of 582 shares — an estimated $11K sold.

Systematic Financial Management first reported a position in AHRT in Q1 2019 and held it in 4 quarters. The position peaked at $327K in Q1 2019. 172 funds tracked by Wall St. Rank hold AHRT as of Q1 2020.

  • Systematic Financial Management reported no remaining AH Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Systematic Financial Management sold 582 AH Realty Trust shares in Q1 2020, an estimated $11K.
  • Systematic Financial Management first reported a position in AH Realty Trust in Q1 2019 and held it in 4 quarters.
  • Systematic Financial Management's AH Realty Trust position peaked at $327K in Q1 2019.
  • 172 funds tracked by Wall St. Rank held AH Realty Trust as of Q1 2020.

Based on Systematic Financial Management's 13F filing for Q1 2020, filed 12 May 2020.