T
AHRT

TCWP’s AH Realty Trust AHRT Stock Holding History

TCWP’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
-100
Closed -$1K – 298
2022
Q1 		$1K Buy
+100
New +$1.44K ﹤0.01% 1437

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

TCWP's AHRT Position: Q2 2022 in Review

TCWP sold out of AH Realty Trust (AHRT) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

TCWP first reported a position in AHRT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 188 funds tracked by Wall St. Rank hold AHRT as of Q2 2022.

  • TCWP reported no remaining AH Realty Trust position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 100 AH Realty Trust shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in AH Realty Trust in Q1 2022 and held it in 1 quarter.
  • TCWP's AH Realty Trust position peaked at $1K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.