WCM
AHRT

Wealthcare Capital Management’s AH Realty Trust AHRT Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-63
Closed -$1K – 95
2021
Q1 		$1K Buy
+63
New +$770 ﹤0.01% 643

Other funds holding AHRT

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Wealthcare Capital Management's AHRT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of AH Realty Trust (AHRT) in Q2 2021, closing a stake of 63 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in AHRT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 163 funds tracked by Wall St. Rank hold AHRT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining AH Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 63 AH Realty Trust shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in AH Realty Trust in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's AH Realty Trust position peaked at $1K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.