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AHRT

AH Realty Trust
AHRT

171 hedge funds and large institutions have $712M invested in AH Realty Trust in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

5% more funds holding

Funds holding: 163 → 171 (+8)

1% more capital invested

Capital invested by funds: $702M → $712M (+$9.63M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.36% less ownership

Funds ownership: 87.67% → 87.31% (-0.36%)

61% less call options, than puts

Call options by funds: $759K | Put options by funds: $1.97M

Holders
171
Holders Change
+8
Holders Change %
+4.91%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
54
Closed
10
Calls
$759K
Puts
$1.97M
Net Calls
-$1.21M
Net Calls Change
-$45K

Top Buyers

1
CIC
Crawford Investment Counsel
Georgia
+$5.55M
2
DC
Davenport & Co
Virginia
+$3.94M
3
CCM
Chilton Capital Management
Texas
+$2.28M
4
Barclays
Barclays
United Kingdom
+$1.57M
5
KCM
Kennedy Capital Management
Missouri
+$1.52M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$3.97M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.81M
3
RA
Royce & Associates
New York
-$3.14M
4
AI
Acuitas Investments
Washington
-$3.05M
5
N
Nuveen
North Carolina
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.56M -$20.5K -1,548 -0.4%
UBS AM
27
UBS AM
Illinois
$4.68M +$113K +8,504 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.49M +$239K +18,039 +6%
DC
29
Davenport & Co
Virginia
$3.98M +$3.94M +297,550 New
Bank of America
30
Bank of America
North Carolina
$3.73M +$180K +13,595 +5%
Ameriprise
31
Ameriprise
Minnesota
$3.67M -$99.6K -7,522 -3%
PPA
32
Parametric Portfolio Associates
Washington
$3.28M +$223K +16,833 +7%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$3.06M -$168K -12,656 -5%
Morgan Stanley
34
Morgan Stanley
New York
$2.88M -$339K -25,580 -11%
Invesco
35
Invesco
Georgia
$2.77M +$18.9K +1,425 +0.7%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$2.74M +$186K +14,088 +7%
CCM
37
Cox Capital Management
Massachusetts
$2.71M +$38.1K +2,882 +1%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.44M -$275K -20,796 -10%
DADC
39
D.A. Davidson & Co
Montana
$2.42M -$68.7K -5,191 -3%
Barclays
40
Barclays
United Kingdom
$2.01M +$1.57M +118,388 +370%
SEI Investments
41
SEI Investments
Pennsylvania
$2M -$460K -34,780 -19%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.99M +$132K +9,971 +7%
KOCAA
43
Knights of Columbus Asset Advisors
Connecticut
$1.98M +$7.35K +555 +0.4%
HF
44
HRT Financial
New York
$1.96M -$103K -7,788 -5%
Goldman Sachs
45
Goldman Sachs
New York
$1.9M +$107K +8,067 +6%
MAM
46
Martingale Asset Management
Massachusetts
$1.86M +$641K +48,422 +54%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.78M +$34.4K +2,600 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$1.66M -$7.35K -555 -0.4%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.65M – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.61M -$152K -11,474 -9%
1
2
3 4 5

AHRT Hedge Fund Activity: Q3 2021 in Review

171 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2021, worth a combined $712M — up 1.4% from $702M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AHRT positions and 10 closed out — a net gain of 9 holders — while 70 added to existing stakes and 54 trimmed.

The largest buyer was Crawford Investment Counsel, adding an estimated $5.55M. The largest seller was CIBC Private Wealth Group, cutting an estimated $3.97M.

  • 171 institutional investors held AH Realty Trust (AHRT) as of Q3 2021, up from 163 in Q2 2021.
  • Funds reported $712M of AH Realty Trust stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 19 funds opened new AH Realty Trust positions in Q3 2021 and 10 closed out, a net change of +9 holders.
  • The largest AH Realty Trust buyer in Q3 2021 was Crawford Investment Counsel, an estimated $5.55M added.
  • The largest AH Realty Trust seller in Q3 2021 was CIBC Private Wealth Group, an estimated $3.97M sold.

Based on aggregated 13F filings for Q3 2021.