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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$3.27M +$139K +10,000 +5%
MAM
27
Martingale Asset Management
Massachusetts
$3.26M +$347K +24,979 +13%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.2M -$44.3K -3,192 -1%
PAM
29
Panagora Asset Management
Massachusetts
$2.85M -$1.03M -73,979 -27%
PPA
30
Parametric Portfolio Associates
Washington
$2.74M +$342K +24,656 +15%
Bank of America
31
Bank of America
North Carolina
$2.69M +$84.5K +6,089 +3%
AL
32
AJO LP
Pennsylvania
$2.47M -$149K -10,756 -6%
MCM
33
McKinley Capital Management
Alaska
$2.43M -$1.86M -133,719 -44%
DIA
34
Dana Investment Advisors
Wisconsin
$2.33M +$94.2K +6,788 +4%
DADC
35
D.A. Davidson & Co
Montana
$2.33M +$17.8K +1,285 +0.8%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.3M +$89.1K +6,422 +4%
MC
37
Menta Capital
California
$2.25M -$1.53M -110,171 -42%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.14M -$747K -53,831 -27%
Wells Fargo
39
Wells Fargo
California
$2.03M +$727K +52,385 +60%
BIM
40
BlackRock Investment Management
Delaware
$1.98M +$8.59K +619 +0.5%
ZIM
41
Zacks Investment Management
Illinois
$1.97M -$27.5K -1,979 -1%
TG
42
TCW Group
California
$1.83M +$1.74M +125,460 New
GCP
43
GSA Capital Partners
United Kingdom
$1.8M -$111K -8,026 -6%
Charles Schwab
44
Charles Schwab
California
$1.74M +$96.1K +6,930 +6%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.71M -$133K -9,600 -8%
CIP
46
Convergence Investment Partners
Florida
$1.69M +$1.61M +116,140 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.58M +$203K +14,648 +16%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.56M +$1.51M +108,595 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.41M +$667K +48,045 +98%
Deutsche Bank
50
Deutsche Bank
Germany
$1.35M +$173K +12,436 +15%
1
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3 4 5

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.