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AHRT

AH Realty Trust
AHRT

153 hedge funds and large institutions have $483M invested in AH Realty Trust in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

2.18% less ownership

Funds ownership: 88.29% → 86.11% (-2.2%)

10% less capital invested

Capital invested by funds: $536M → $483M (-$52.3M)

11% less funds holding

Funds holding: 172 → 153 (-19)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

89% less call options, than puts

Call options by funds: $132K | Put options by funds: $1.17M

Holders
153
Holders Change
-19
Holders Change %
-11.05%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
55
Closed
39
Calls
$132K
Puts
$1.17M
Net Calls
-$1.04M
Net Calls Change
-$1.02M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$8.71M
2
N
Nuveen
North Carolina
+$6.52M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
4
Charles Schwab
Charles Schwab
California
+$2.33M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.32M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$7.6M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$7.13M
4
CCM
Chilton Capital Management
Texas
-$4.56M
5
PPA
Parametric Portfolio Associates
Washington
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$2.5M +$320K +35,359 +16%
WG
27
Winton Group
United Kingdom
$2.49M +$2.1M +232,091 +1,252%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.27M -$43.6K -4,813 -2%
Morgan Stanley
29
Morgan Stanley
New York
$2.14M -$573K -63,228 -23%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$2.13M +$633K +69,900 +49%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.98M +$1.25M +137,616 +224%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.9M -$115K -12,644 -6%
Goldman Sachs
33
Goldman Sachs
New York
$1.9M -$1.69M -186,929 -50%
SG Americas Securities
34
SG Americas Securities
New York
$1.77M +$246K +27,153 +18%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.71M +$7.57K +836 +0.5%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.59M +$463K +51,136 +47%
Prudential Financial
37
Prudential Financial
New Jersey
$1.55M -$566K -62,460 -29%
PPA
38
Parametric Portfolio Associates
Washington
$1.55M -$2.53M -279,183 -64%
RA
39
RMR Advisors
Massachusetts
$1.54M – – –
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$1.36M +$1.24M +136,479 New
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.26M +$19K +2,100 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.25M +$160K +17,700 +16%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.23M -$15K -1,661 -1%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.23M +$990K +109,286 +782%
Invesco
45
Invesco
Georgia
$1.15M -$11.7M -1,291,260 -92%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.05M -$855K -94,365 -47%
DCM
47
Dupont Capital Management
Delaware
$1.05M -$85.5K -9,443 -8%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.01M +$16.7K +1,842 +2%
HW
49
Hancock Whitney
Mississippi
$910K -$541K -59,678 -39%
CS
50
Credit Suisse
Switzerland
$899K -$125K -13,844 -13%
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AHRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2020, worth a combined $483M — down 9.8% from $536M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AHRT and 21 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was AllianceBernstein, adding an estimated $8.71M. The largest seller was Invesco, cutting an estimated $11.7M.

  • 153 institutional investors held AH Realty Trust (AHRT) as of Q2 2020, down from 172 in Q1 2020.
  • Funds reported $483M of AH Realty Trust stock for Q2 2020, down 9.8% quarter-over-quarter.
  • 21 funds opened new AH Realty Trust positions in Q2 2020 and 39 closed out, a net change of -18 holders.
  • The largest AH Realty Trust buyer in Q2 2020 was AllianceBernstein, an estimated $8.71M added.
  • The largest AH Realty Trust seller in Q2 2020 was Invesco, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2020.