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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $604M invested in AH Realty Trust in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $500M → $604M (+$104M)

9% more funds holding

Funds holding: 149 → 162 (+13)

7.85% more ownership

Funds ownership: 80.96% → 88.81% (+7.9%)

Holders
162
Holders Change
+13
Holders Change %
+8.72%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
40
Closed
7
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$16.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.27M
4
BlackRock
BlackRock
New York
+$3.6M
5
FM
Forward Management
California
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.2M
2
CCM
Chilton Capital Management
Texas
-$2.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.25M
4
AL
AJO LP
Pennsylvania
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAMU
26
Rothschild & Co Asset Management US
Connecticut
$5.17M – – –
American Century Companies
27
American Century Companies
Missouri
$4.8M +$596K +42,248 +15%
Charles Schwab
28
Charles Schwab
California
$4.75M +$1.34M +95,103 +43%
WSTAM
29
Wilbanks Smith & Thomas Asset Management
Virginia
$4.21M -$17.9K -1,270 -0.4%
Deutsche Bank
30
Deutsche Bank
Germany
$4.12M +$422K +29,887 +12%
Goldman Sachs
31
Goldman Sachs
New York
$3.9M +$1.34M +94,654 +57%
Morgan Stanley
32
Morgan Stanley
New York
$3.81M +$1.14M +80,976 +46%
FM
33
Forward Management
California
$3.73M +$3.53M +250,000 New
RA
34
Royce & Associates
New York
$3.58M – – –
DADC
35
D.A. Davidson & Co
Montana
$3.33M +$7.38K +523 +0.2%
PPA
36
Parametric Portfolio Associates
Washington
$2.81M -$23.8K -1,688 -0.9%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.6M +$150K +10,655 +7%
TCIM
38
TIAA CREF Investment Management
New York
$2.56M +$953K +67,537 +65%
Bank of America
39
Bank of America
North Carolina
$2.44M +$80.6K +5,715 +4%
RA
40
RMR Advisors
Massachusetts
$2.13M +$200K +14,171 +11%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.99M +$358K +25,400 +24%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.69M +$63.6K +4,507 +4%
TG
43
TCW Group
California
$1.69M +$395K +28,000 +33%
CCM
44
Cox Capital Management
Massachusetts
$1.51M +$1.43M +101,201 New
AQR Capital Management
45
AQR Capital Management
Connecticut
$1.46M -$83.1K -5,890 -6%
MAM
46
Martingale Asset Management
Massachusetts
$1.42M -$185K -13,100 -12%
Asset Management One
47
Asset Management One
Japan
$1.36M -$19K -1,350 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.33M -$89.3K -6,329 -7%
Legal & General Group
49
Legal & General Group
United Kingdom
$1.33M +$74K +5,248 +6%
TA
50
Teachers Advisors
New York
$1.25M – – –
1
2
3 4 5

AHRT Hedge Fund Activity: Q2 2018 in Review

162 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2018, worth a combined $604M — up 21% from $500M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AHRT positions and 7 closed out — a net gain of 13 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $5.2M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $604M of AH Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 20 funds opened new AH Realty Trust positions in Q2 2018 and 7 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2018 was Nuveen, an estimated $16.7M added.
  • The largest AH Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2018.