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	$20K	Buy	+2,200	New	+$21K	﹤0.01%	8002

Other funds holding AHRT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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.