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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $593M invested in AH Realty Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 156 → 160 (+4)

0.07% more ownership

Funds ownership: 84.04% → 84.11% (+0.07%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$33.2M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
66
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.48M
3
BlackRock
BlackRock
New York
+$4.05M
4
Macquarie Group
Macquarie Group
Australia
+$3.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.65M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
N
Nuveen
North Carolina
-$4.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$4.5M +$341K +22,836 +8%
Ameriprise
27
Ameriprise
Minnesota
$4.23M -$387K -25,916 -8%
PPA
28
Parametric Portfolio Associates
Washington
$4.2M +$645K +43,265 +17%
Bank of America
29
Bank of America
North Carolina
$3.44M +$543K +36,427 +18%
DADC
30
D.A. Davidson & Co
Montana
$3.27M +$6.13K +411 +0.2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.2M +$244K +16,339 +8%
Goldman Sachs
32
Goldman Sachs
New York
$3.11M -$53.1K -3,559 -2%
RA
33
Royce & Associates
New York
$2.88M -$449K -30,100 -13%
Morgan Stanley
34
Morgan Stanley
New York
$2.49M -$1.3M -87,065 -33%
TCIM
35
TIAA CREF Investment Management
New York
$2.4M +$31.7K +2,125 +1%
Deutsche Bank
36
Deutsche Bank
Germany
$2.34M -$940K -63,005 -27%
MAM
37
Martingale Asset Management
Massachusetts
$2.09M +$803K +53,800 +57%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.06M +$435K +29,159 +25%
RA
39
RMR Advisors
Massachusetts
$2.01M – – –
Legal & General Group
40
Legal & General Group
United Kingdom
$1.48M -$582 -39 -0%
Citadel Advisors
41
Citadel Advisors
Florida
$1.42M -$4.46M -298,799 -75%
PAM
42
Panagora Asset Management
Massachusetts
$1.42M +$100K +6,711 +7%
TA
43
Teachers Advisors
New York
$1.33M – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.22M +$124K +8,300 +11%
SO
45
STRS Ohio
Ohio
$1.2M +$85.7K +5,744 +7%
DCM
46
Dupont Capital Management
Delaware
$1.17M +$1.25M +83,481 New
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.13M -$718K -48,153 -37%
Bessemer Group
48
Bessemer Group
New Jersey
$1.12M +$743K +49,800 +167%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.12M -$52.2K -3,500 -4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$64.3K +4,310 +6%
1
2
3 4 5

AHRT Hedge Fund Activity: Q4 2018 in Review

160 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2018, worth a combined $593M — down 5.3% from $626M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AHRT positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 37 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.81M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.65M sold.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $593M of AH Realty Trust stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q4 2018 and 12 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2018 was AllianceBernstein, an estimated $5.81M added.
  • The largest AH Realty Trust seller in Q4 2018 was Wellington Management Group, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2018.