U
AHRT

UBS’s AH Realty Trust AHRT Stock Holding History

UBS’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
2014
Q3 		$28K Buy
3,065
+2,881
+1,566% +$27.4K ﹤0.01% 7534
2014
Q2 		$2K Sell
184
-435
-70% -$4.24K ﹤0.01% 9993
2014
Q1 		$6K Sell
619
-393
-39% -$3.81K ﹤0.01% 9347
2013
Q4 		$9K Buy
+1,012
New +$10K ﹤0.01% 9065

Other funds holding AHRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

UBS's AHRT Position: Q3 2014 in Review

UBS increased its AH Realty Trust (AHRT) stake by 1,566% in Q3 2014, buying an estimated $27.4K and bringing the position to 3,065 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #7534.

UBS first reported a position in AHRT in Q4 2013 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold AHRT as of Q3 2014.

  • UBS held 3,065 shares of AH Realty Trust worth $28K as of Q3 2014.
  • UBS bought 2,881 AH Realty Trust shares in Q3 2014, an estimated $27.4K.
  • AH Realty Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7534 holding.
  • UBS first reported a position in AH Realty Trust in Q4 2013 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.