WA
AHRT

WFG Advisors’s AH Realty Trust AHRT Stock Holding History

WFG Advisors’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
2017
Q2 		$4K Buy
+330
New +$4.52K ﹤0.01% 1316
2017
Q1 		– Sell
-330
Closed -$5K – 1478
2016
Q4 		$5K Hold
330
– – ﹤0.01% 1252
2016
Q3 		$4K Hold
330
– – ﹤0.01% 1295
2016
Q2 		$5K Hold
330
– – ﹤0.01% 1229
2016
Q1 		$4K Hold
330
– – ﹤0.01% 1224
2015
Q4 		$3K Buy
+330
New +$3.52K ﹤0.01% 1292

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WFG Advisors's AHRT Position: Q2 2017 in Review

WFG Advisors opened a new position in AH Realty Trust (AHRT) in Q2 2017: 330 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: WFG Advisors previously reported a position in AHRT as recently as Q4 2016.

WFG Advisors first reported a position in AHRT in Q4 2015 and has held it in 6 quarters since. The position peaked at $5K in Q4 2016. 164 funds tracked by Wall St. Rank hold AHRT as of Q2 2017.

  • WFG Advisors held 330 shares of AH Realty Trust worth $4K as of Q2 2017.
  • AH Realty Trust was a new WFG Advisors position in Q2 2017.
  • AH Realty Trust made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1316 holding.
  • WFG Advisors first reported a position in AH Realty Trust in Q4 2015 and has held it in 6 quarters since.
  • WFG Advisors's AH Realty Trust position peaked at $5K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.