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AHRT

AH Realty Trust
AHRT

157 hedge funds and large institutions have $638M invested in AH Realty Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $562M → $638M (+$76.1M)

0.64% less ownership

Funds ownership: 86.49% → 85.84% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

3% less funds holding

Funds holding: 162 → 157 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

89% less call options, than puts

Call options by funds: $365K | Put options by funds: $3.36M

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
59
Closed
17
Calls
$365K
Puts
$3.36M
Net Calls
-$3M
Net Calls Change
-$980K

Top Buyers

1
BlackRock
BlackRock
New York
+$5.18M
2
RA
Royce & Associates
New York
+$4.7M
3
ACB
Aristotle Capital Boston
Massachusetts
+$3.62M
4
DADC
D.A. Davidson & Co
Montana
+$2.35M
5
CCM
Cox Capital Management
Massachusetts
+$1.6M

Top Sellers

1
IECM
Intrinsic Edge Capital Management
Illinois
-$3.26M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.67M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.47M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.46M
5
Wells Fargo
Wells Fargo
California
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.87M +$30.8K +2,518 +0.8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$3.77M +$463K +37,833 +14%
Ameriprise
28
Ameriprise
Minnesota
$3.61M +$146K +11,910 +4%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$3.07M +$1.15M +94,042 +62%
CIC
30
Crawford Investment Counsel
Georgia
$2.96M +$1.07M +87,492 +59%
Goldman Sachs
31
Goldman Sachs
New York
$2.93M +$1.08M +88,326 +61%
PPA
32
Parametric Portfolio Associates
Washington
$2.73M +$151K +12,339 +6%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.62M +$58.5K +4,784 +2%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$2.49M -$593K -48,486 -20%
DADC
35
D.A. Davidson & Co
Montana
$2.41M +$2.35M +192,515 New
CCM
36
Cox Capital Management
Massachusetts
$2.38M +$1.6M +130,779 +222%
SEI Investments
37
SEI Investments
Pennsylvania
$2M +$777K +63,556 +66%
Invesco
38
Invesco
Georgia
$1.92M +$630K +51,517 +51%
KOCAA
39
Knights of Columbus Asset Advisors
Connecticut
$1.83M -$18K -1,471 -1%
Citadel Advisors
40
Citadel Advisors
Florida
$1.75M +$517K +42,263 +44%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.66M +$17.1K +1,400 +1%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.62M -$227K -18,590 -13%
AI
43
Acuitas Investments
Washington
$1.62M +$1.58M +128,936 New
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$106K -8,700 -7%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.47M -$162K -13,275 -10%
HF
46
HRT Financial
New York
$1.47M +$1.43M +117,036 New
Asset Management One
47
Asset Management One
Japan
$1.39M +$86.4K +7,064 +7%
MAM
48
Martingale Asset Management
Massachusetts
$1.36M +$31.8K +2,601 +2%
Prudential Financial
49
Prudential Financial
New Jersey
$1.32M -$448K -36,633 -26%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.26M -$94.2K -7,700 -7%
1
2
3 4 5

AHRT Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2021, worth a combined $638M — up 14% from $562M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of AHRT and 14 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $5.18M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $3.26M sold.

  • 157 institutional investors held AH Realty Trust (AHRT) as of Q1 2021, down from 162 in Q4 2020.
  • Funds reported $638M of AH Realty Trust stock for Q1 2021, up 14% quarter-over-quarter.
  • 14 funds opened new AH Realty Trust positions in Q1 2021 and 17 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q1 2021 was BlackRock, an estimated $5.18M added.
  • The largest AH Realty Trust seller in Q1 2021 was Intrinsic Edge Capital Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2021.