WCM
AHRT

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

Weld 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
2020
Q4 		– Sell
-19,834
Closed -$184K – 455
2020
Q3 		$184K Sell
19,834
-11,418
-37% -$113K 0.07% 402
2020
Q2 		$311K Buy
+31,252
New +$283K 0.12% 271
2019
Q4 		– Sell
-33,370
Closed -$604K – 584
2019
Q3 		$604K Buy
33,370
+16,355
+96% +$283K 0.11% 319
2019
Q2 		$282K Sell
17,015
-5,012
-23% -$81.6K 0.05% 566
2019
Q1 		$343K Buy
+22,027
New +$332K 0.06% 483

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weld Capital Management's AHRT Position: Q4 2020 in Review

Weld Capital Management sold out of AH Realty Trust (AHRT) in Q4 2020, closing a stake of 19,834 shares — an estimated $184K sold.

Weld Capital Management first reported a position in AHRT in Q1 2019 and held it in 5 quarters. The position peaked at $604K in Q3 2019. 162 funds tracked by Wall St. Rank hold AHRT as of Q4 2020.

  • Weld Capital Management reported no remaining AH Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 19,834 AH Realty Trust shares in Q4 2020, an estimated $184K.
  • Weld Capital Management first reported a position in AH Realty Trust in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's AH Realty Trust position peaked at $604K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.