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AHRT

AH Realty Trust
AHRT

91 hedge funds and large institutions have $144M invested in AH Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

10% more funds holding

Funds holding: 83 → 91 (+8)

2.53% less ownership

Funds ownership: 66.83% → 64.3% (-2.5%)

95% less call options, than puts

Call options by funds: $5K | Put options by funds: $104K

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
15
Closed
8
Calls
$5K
Puts
$104K
Net Calls
-$99K
Net Calls Change
-$99K

Top Buyers

1
N
Nuveen
North Carolina
+$9.35M
2
FM
Forward Management
California
+$2.89M
3
American Century Companies
American Century Companies
Missouri
+$2.44M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.38M
5
Millennium Management
Millennium Management
New York
+$2.15M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$3.6M
2
FIM
Foresters Investment Management
New York
-$2.87M
3
MAA
Managed Account Advisors
New Jersey
-$1.68M
4
HRES
Heitman Real Estate Securities
Illinois
-$745K
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$668K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$993K +$1.04M +109,325 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$918K -$8.29K -871 -0.9%
Boston Partners
28
Boston Partners
Massachusetts
$880K – – –
RFC
29
Russell Frank Company
Washington
$857K +$107K +11,265 +14%
NI
30
Numeric Investors
Massachusetts
$801K -$86.3K -9,066 -9%
STC
31
SEI Trust Company
Pennsylvania
$786K -$394K -41,415 -32%
RJA
32
Raymond James & Associates
Florida
$739K +$299K +31,396 +63%
BIM
33
BlackRock Investment Management
Delaware
$733K +$131K +13,736 +21%
TA
34
Teachers Advisors
New York
$672K – – –
PAM
35
Panagora Asset Management
Massachusetts
$596K +$463K +48,587 +285%
Morgan Stanley
36
Morgan Stanley
New York
$579K +$447K +46,967 +280%
JP Morgan Chase
37
JP Morgan Chase
New York
$577K +$212K +22,270 +54%
Asset Management One
38
Asset Management One
Japan
$573K +$26.9K +2,822 +5%
ACM
39
Ativo Capital Management
Illinois
$571K +$29 +3 +0%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$568K – – –
NCCM
41
Nine Chapters Capital Management
New Jersey
$521K +$390K +40,900 +248%
PPA
42
Parametric Portfolio Associates
Washington
$485K +$262K +27,498 +106%
SO
43
STRS Ohio
Ohio
$464K +$176K +18,487 +57%
RA
44
RMR Advisors
Massachusetts
$454K +$476K +50,000 New
DCM
45
Driehaus Capital Management
Illinois
$429K +$450K +47,300 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$420K +$106K +11,102 +32%
TIAAOA
47
Teachers Insurance & Annuity Association of America
New York
$417K – – –
VKH
48
Virtu KCG Holdings
New York
$303K +$318K +33,341 New
Lazard Asset Management
49
Lazard Asset Management
New York
$295K +$310K +32,537 New
QI
50
QS Investors
New York
$293K – – –
1
2
3 4

AHRT Hedge Fund Activity: Q3 2014 in Review

91 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2014, worth a combined $144M — up 14% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AHRT positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was Nuveen, adding an estimated $9.35M. The largest seller was AEW Capital Management, cutting an estimated $3.6M.

  • 91 institutional investors held AH Realty Trust (AHRT) as of Q3 2014, up from 83 in Q2 2014.
  • Funds reported $144M of AH Realty Trust stock for Q3 2014, up 14% quarter-over-quarter.
  • 16 funds opened new AH Realty Trust positions in Q3 2014 and 8 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q3 2014 was Nuveen, an estimated $9.35M added.
  • The largest AH Realty Trust seller in Q3 2014 was AEW Capital Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2014.