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AHRT

AH Realty Trust
AHRT

181 hedge funds and large institutions have $838M invested in AH Realty Trust in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

18% more capital invested

Capital invested by funds: $712M → $838M (+$126M)

6% more funds holding

Funds holding: 171 → 181 (+10)

2.35% more ownership

Funds ownership: 87.31% → 89.66% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

64% less call options, than puts

Call options by funds: $530K | Put options by funds: $1.46M

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
73
Reduced
56
Closed
16
Calls
$530K
Puts
$1.46M
Net Calls
-$933K
Net Calls Change
+$275K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.42M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.86M
3
GC
Globeflex Capital
California
+$3.42M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$3.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$6.32M
2
Wells Fargo
Wells Fargo
California
-$6.11M
3
BlackRock
BlackRock
New York
-$4.35M
4
DC
Davenport & Co
Virginia
-$2.73M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.24M -$87.7K -6,094 -1%
Morgan Stanley
27
Morgan Stanley
New York
$5.67M +$2.27M +157,632 +73%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$5.6M -$1.08M -75,000 -17%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.18M +$63.3K +4,400 +1%
UBS AM
30
UBS AM
Illinois
$5.18M -$143K -9,941 -3%
Bank of America
31
Bank of America
North Carolina
$4.61M +$340K +23,616 +8%
Goldman Sachs
32
Goldman Sachs
New York
$4.58M +$2.29M +159,125 +112%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
33
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.25M +$3.12M +216,500 +344%
Ameriprise
34
Ameriprise
Minnesota
$4.2M +$19.9K +1,381 +0.5%
PPA
35
Parametric Portfolio Associates
Washington
$4.12M +$364K +25,320 +10%
GC
36
Globeflex Capital
California
$3.61M +$3.42M +237,416 New
Millennium Management
37
Millennium Management
New York
$3.36M +$1.54M +106,847 +94%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$3.3M -$179K -12,468 -5%
CCM
39
Cox Capital Management
Massachusetts
$3.22M +$123K +8,535 +4%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$201K -13,986 -7%
Citadel Advisors
41
Citadel Advisors
Florida
$2.87M +$926K +64,358 +52%
DADC
42
D.A. Davidson & Co
Montana
$2.76M +$10.9K +760 +0.4%
Barclays
43
Barclays
United Kingdom
$2.73M +$419K +29,091 +19%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.69M -$74.8K -5,196 -3%
SEI Investments
45
SEI Investments
Pennsylvania
$2.64M +$345K +23,989 +16%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.44M +$170K +11,824 +8%
KOCAA
47
Knights of Columbus Asset Advisors
Connecticut
$2.27M +$16.7K +1,159 +0.8%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.03M +$319K +22,146 +20%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.03M – – –
HF
50
HRT Financial
New York
$2M -$213K -14,808 -10%
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AHRT Hedge Fund Activity: Q4 2021 in Review

181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2021, worth a combined $838M — up 18% from $712M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AHRT positions and 16 closed out — a net gain of 12 holders — while 73 added to existing stakes and 56 trimmed.

The largest buyer was Invesco, adding an estimated $8.42M. The largest seller was Royce & Associates, cutting an estimated $6.32M.

  • 181 institutional investors held AH Realty Trust (AHRT) as of Q4 2021, up from 171 in Q3 2021.
  • Funds reported $838M of AH Realty Trust stock for Q4 2021, up 18% quarter-over-quarter.
  • 28 funds opened new AH Realty Trust positions in Q4 2021 and 16 closed out, a net change of +12 holders.
  • The largest AH Realty Trust buyer in Q4 2021 was Invesco, an estimated $8.42M added.
  • The largest AH Realty Trust seller in Q4 2021 was Royce & Associates, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2021.