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AHRT

AH Realty Trust
AHRT

121 hedge funds and large institutions have $190M invested in AH Realty Trust in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 27

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $160M → $190M (+$30.2M)

4% more funds holding

Funds holding: 116 → 121 (+5)

1.04% less ownership

Funds ownership: 65.62% → 64.58% (-1%)

60% less call options, than puts

Call options by funds: $63K | Put options by funds: $159K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
64
Reduced
27
Closed
6
Calls
$63K
Puts
$159K
Net Calls
-$96K
Net Calls Change
-$4K

Top Buyers

1
N
Nuveen
North Carolina
+$3.99M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.97M
3
Invesco
Invesco
Georgia
+$2.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.96M
5
JHIU
Janus Henderson Investors US
Colorado
+$1.64M

Top Sellers

1
FM
Forward Management
California
-$2.65M
2
AL
AJO LP
Pennsylvania
-$914K
3
Prudential Financial
Prudential Financial
New Jersey
-$893K
4
BA
Boston Advisors
Massachusetts
-$882K
5
HRCM
Hawk Ridge Capital Management
California
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.8M +$624K +58,479 +51%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.76M -$50.9K -4,774 -3%
FM
28
Forward Management
California
$1.73M -$2.65M -248,218 -60%
ZIM
29
Zacks Investment Management
Illinois
$1.66M -$20.3K -1,908 -1%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.6M +$58.2K +5,459 +4%
DCM
31
Driehaus Capital Management
Illinois
$1.54M -$660K -61,850 -30%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.49M +$206K +19,277 +16%
DADC
33
D.A. Davidson & Co
Montana
$1.37M +$40.5K +3,800 +3%
MCM
34
McKinley Capital Management
Alaska
$1.33M +$928 +87 +0.1%
SAM
35
Silvercrest Asset Management
New York
$1.3M +$1.32M +123,680 New
BCM
36
Bridgeway Capital Management
Texas
$1.17M – – –
Prudential Financial
37
Prudential Financial
New Jersey
$1.17M -$893K -83,740 -43%
DC
38
Davenport & Co
Virginia
$1.17M -$42.7K -4,000 -3%
BIM
39
BlackRock Investment Management
Delaware
$1.14M +$18.6K +1,741 +2%
Boston Partners
40
Boston Partners
Massachusetts
$1.09M -$81.6K -7,650 -7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.03M +$384K +36,000 +58%
RJA
42
Raymond James & Associates
Florida
$979K +$316K +29,640 +46%
GCP
43
GSA Capital Partners
United Kingdom
$978K +$214K +20,062 +27%
AAM
44
Advisors Asset Management
Colorado
$911K +$95.4K +8,941 +11%
PSI
45
Pinnacle Summer Investments
Virginia
$837K +$26K +2,440 +3%
RFC
46
Russell Frank Company
Washington
$808K -$131K -12,299 -14%
RA
47
RMR Advisors
Massachusetts
$734K +$427K +40,000 +133%
FAAS
48
First Allied Advisory Services
California
$704K +$242K +22,713 +51%
Deutsche Bank
49
Deutsche Bank
Germany
$683K -$747K -70,030 -52%
AllianceBernstein
50
AllianceBernstein
Tennessee
$679K -$70.3K -6,590 -9%
1
2
3 4 5

AHRT Hedge Fund Activity: Q4 2015 in Review

121 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2015, worth a combined $190M — up 19% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AHRT positions and 6 closed out — a net gain of 5 holders — while 64 added to existing stakes and 27 trimmed.

The largest buyer was Nuveen, adding an estimated $3.99M. The largest seller was Forward Management, cutting an estimated $2.65M.

  • 121 institutional investors held AH Realty Trust (AHRT) as of Q4 2015, up from 116 in Q3 2015.
  • Funds reported $190M of AH Realty Trust stock for Q4 2015, up 19% quarter-over-quarter.
  • 11 funds opened new AH Realty Trust positions in Q4 2015 and 6 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2015 was Nuveen, an estimated $3.99M added.
  • The largest AH Realty Trust seller in Q4 2015 was Forward Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2015.