AH Realty Trust
AHRT
222 hedge funds and large institutions have $723M invested in AH Realty Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 35 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 53
1.42% more ownership
Funds ownership: 87.11% → 88.54% (+1.4%)
1% less capital invested
Capital invested by funds: $731M → $723M (-$8.52M)
2% less funds holding
Funds holding: 227 → 222 (-5)
11% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 35
64% less call options, than puts
Call options by funds: $379K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.2M |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$9.62M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.02M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$15M |
| 2 |
VC
Vision Capital
Toronto,
Ontario, Canada
|
-$11.9M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$7.17M |
| 4 |
GCM
Ghisallo Capital Management
Boston,
Massachusetts
|
-$5.44M |
| 5 |
CC
Conversant Capital
Summit,
New Jersey
|
-$4.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Fidelity International
Hamilton,
Bermuda
| – | -$67.1K | -6,193 | Closed |
|
|
QL
252
Quarry LP
New York
| – | -$41.2K | -3,807 | Closed |
|
|
LFA
253
LGT Financial Advisors
Dallas,
Texas
| – | -$15.5K | -1,432 | Closed |
|
|
FFA
254
Frazier Financial Advisors
Columbus,
Ohio
| – | -$2.35K | -217 | Closed |
|
|
CPA
255
Capital Performance Advisors
Walnut Creek,
California
| – | -$2.19K | -202 | Closed |
|
|
AAP
256
Arax Advisory Partners
Denver,
Colorado
| – | -$33 | -3 | Closed |
|
AHRT Hedge Fund Activity: Q4 2024 in Review
222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2024, worth a combined $723M — down 1.2% from $731M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AHRT and 31 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 109 added.
The largest buyer was BlackRock, adding an estimated $20.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15M sold.
- 222 institutional investors held AH Realty Trust (AHRT) as of Q4 2024, down from 227 in Q3 2024.
- Funds reported $723M of AH Realty Trust stock for Q4 2024, down 1.2% quarter-over-quarter.
- 31 funds opened new AH Realty Trust positions in Q4 2024 and 35 closed out, a net change of -4 holders.
- The largest AH Realty Trust buyer in Q4 2024 was BlackRock, an estimated $20.7M added.
- The largest AH Realty Trust seller in Q4 2024 was Citadel Advisors, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2024.