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AHRT

AH Realty Trust
AHRT

72 hedge funds and large institutions have $128M invested in AH Realty Trust in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

29% more funds holding

Funds holding: 56 → 72 (+16)

7.89% more ownership

Funds ownership: 58.41% → 66.3% (+7.9%)

3% less capital invested

Capital invested by funds: $132M → $128M (-$3.32M)

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
34
Reduced
11
Closed
5
Calls
$99K
Puts
–
Net Calls
+$99K
Net Calls Change
-$42K

Top Buyers

Rank Fund Capital Flow
1
ACM
AEW Capital Management
Massachusetts
+$3.68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.26M
3
American Century Companies
American Century Companies
Missouri
+$1.87M
4
Northern Trust
Northern Trust
Illinois
+$1.69M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$691K

Top Sellers

Rank Fund Capital Flow
1
B
Baird
Wisconsin
-$1.23M
2
MF
Magnetar Financial
Illinois
-$1.18M
3
RJA
Raymond James & Associates
Florida
-$607K
4
Morgan Stanley
Morgan Stanley
New York
-$376K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$739K +$516K +49,666 +199%
WBC
27
Westpac Banking Corp
Australia
$701K +$164K +15,800 +29%
Boston Partners
28
Boston Partners
Massachusetts
$673K -$73.8K -7,100 -9%
BIM
29
BlackRock Investment Management
Delaware
$659K +$37.9K +3,641 +6%
Asset Management One
30
Asset Management One
Japan
$604K +$624K +60,000 New
WSTAM
31
Wilbanks Smith & Thomas Asset Management
Virginia
$565K +$593K +57,042 New
AAMU
32
Amundi Asset Management US
Massachusetts
$562K +$150K +14,400 +34%
CBOA
33
Commonwealth Bank of Australia
Australia
$510K +$46.8K +4,500 +10%
SO
34
STRS Ohio
Ohio
$485K +$416K +40,000 +449%
TIAAOA
35
Teachers Insurance & Annuity Association of America
New York
$471K +$494K +47,530 New
Wells Fargo
36
Wells Fargo
California
$425K +$45.4K +4,364 +11%
SB
37
Suntrust Banks
Georgia
$338K +$355K +34,168 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$337K +$9.36K +900 +3%
DC
39
Davenport & Co
Virginia
$297K +$208K +20,000 +200%
Charles Schwab
40
Charles Schwab
California
$259K – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$257K -$1.86K -179 -0.7%
IOOF
42
Independent Order of Foresters
Ontario, Canada
$252K +$265K +25,504 New
VOYA Investment Management
43
VOYA Investment Management
Georgia
$229K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$225K +$118K +11,383 +100%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$221K +$3.12K +300 +1%
EMFAT
46
Emerald Mutual Fund Advisers Trust
Pennsylvania
$198K – – –
NFA
47
Nationwide Fund Advisors
Ohio
$151K +$96.3K +9,263 +154%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$134K – – –
AIG
49
American International Group
New York
$126K +$132K +12,739 New
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$122K +$128K +12,267 New
1
2
3 4

AHRT Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2013, worth a combined $128M — down 2.5% from $132M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AHRT positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was AEW Capital Management, adding an estimated $3.68M. The largest seller was Baird, exiting entirely with an estimated $1.23M sold.

  • 72 institutional investors held AH Realty Trust (AHRT) as of Q3 2013, up from 56 in Q2 2013.
  • Funds reported $128M of AH Realty Trust stock for Q3 2013, down 2.5% quarter-over-quarter.
  • 21 funds opened new AH Realty Trust positions in Q3 2013 and 5 closed out, a net change of +16 holders.
  • The largest AH Realty Trust buyer in Q3 2013 was AEW Capital Management, an estimated $3.68M added.
  • The largest AH Realty Trust seller in Q3 2013 was Baird, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2013.