WG
AHRT

Winton Group’s AH Realty Trust AHRT Stock Holding History

Winton Group’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
-50,050
Closed -$463K – 1308
2020
Q3 		$463K Sell
50,050
-200,583
-80% -$1.98M 0.02% 1139
2020
Q2 		$2.49M Buy
250,633
+232,091
+1,252% +$2.1M 0.06% 540
2020
Q1 		$198K Buy
+18,542
New +$300K 0.01% 1256
2019
Q4 		– Sell
-21,753
Closed -$394K – 1525
2019
Q3 		$394K Buy
21,753
+10,661
+96% +$185K ﹤0.01% 1168
2019
Q2 		$184K Sell
11,092
-35,039
-76% -$570K ﹤0.01% 1035
2019
Q1 		$719K Buy
46,131
+10,322
+29% +$156K 0.01% 445
2018
Q4 		$503K Sell
35,809
-8,107
-18% -$121K 0.01% 485
2018
Q3 		$664K Buy
43,916
+2,355
+6% +$36.2K 0.01% 522
2018
Q2 		$619K Sell
41,561
-32,597
-44% -$460K 0.02% 569
2018
Q1 		$1.01M Buy
+74,158
New +$1.03M 0.03% 500

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

Winton Group's AHRT Position: Q4 2020 in Review

Winton Group sold out of AH Realty Trust (AHRT) in Q4 2020, closing a stake of 50,050 shares — an estimated $463K sold.

Winton Group first reported a position in AHRT in Q1 2018 and held it in 10 quarters. The position peaked at $2.49M in Q2 2020. 162 funds tracked by Wall St. Rank hold AHRT as of Q4 2020.

  • Winton Group reported no remaining AH Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 50,050 AH Realty Trust shares in Q4 2020, an estimated $463K.
  • Winton Group first reported a position in AH Realty Trust in Q1 2018 and held it in 10 quarters.
  • Winton Group's AH Realty Trust position peaked at $2.49M in Q2 2020.
  • 162 funds tracked by Wall St. Rank held AH Realty Trust as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.