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AHRT

AH Realty Trust
AHRT

190 hedge funds and large institutions have $836M invested in AH Realty Trust in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 53

5% more funds holding

Funds holding: 181 → 190 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 89.66% → 89.61% (-0.05%)

0% less capital invested

Capital invested by funds: $838M → $836M (-$2.37M)

71% less call options, than puts

Call options by funds: $277K | Put options by funds: $954K

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
85
Reduced
53
Closed
13
Calls
$277K
Puts
$954K
Net Calls
-$677K
Net Calls Change
+$256K

Top Buyers

1
BlackRock
BlackRock
New York
+$23.4M
2
N
Nuveen
North Carolina
+$14.2M
3
State Street
State Street
Massachusetts
+$8.85M
4
Invesco
Invesco
Georgia
+$8.06M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.46M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.12M
2
RA
Royce & Associates
New York
-$9.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.05M
4
HF
HRT Financial
New York
-$2M
5
Morgan Stanley
Morgan Stanley
New York
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
26
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.42M +$1.33M +92,000 +33%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$5.38M – – –
UBS AM
28
UBS AM
Illinois
$4.76M -$202K -13,994 -4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4.62M -$340K -23,587 -7%
PPA
30
Parametric Portfolio Associates
Washington
$4.43M +$472K +32,792 +12%
Ameriprise
31
Ameriprise
Minnesota
$4.39M +$363K +25,218 +9%
Barclays
32
Barclays
United Kingdom
$4.31M +$1.67M +115,912 +65%
Millennium Management
33
Millennium Management
New York
$4.25M +$1.01M +70,324 +32%
Bank of America
34
Bank of America
North Carolina
$4.22M -$194K -13,473 -4%
Morgan Stanley
35
Morgan Stanley
New York
$3.7M -$1.73M -119,777 -32%
CCM
36
Cox Capital Management
Massachusetts
$3.48M +$394K +27,350 +13%
GC
37
Globeflex Capital
California
$3.37M -$97.6K -6,775 -3%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$3.28M +$2.39M +165,964 +299%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.76M +$172K +11,945 +7%
FM
40
Foster & Motley
Ohio
$2.76M +$2.72M +188,747 New
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$2.58M -$205K -14,213 -7%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$2.56M -$593K -41,202 -19%
SEI Investments
43
SEI Investments
Pennsylvania
$2.54M – – –
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.34M -$1.93K -134 -0.1%
DADC
45
D.A. Davidson & Co
Montana
$2.25M -$398K -27,634 -15%
KOCAA
46
Knights of Columbus Asset Advisors
Connecticut
$2.19M +$6.99K +485 +0.3%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.12M +$174K +12,100 +9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.11M +$161K +11,191 +8%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.86M +$98.6K +6,847 +6%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1.85M +$22K +1,529 +1%
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AHRT Hedge Fund Activity: Q1 2022 in Review

190 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2022, worth a combined $836M — down 0.28% from $838M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AHRT positions and 13 closed out — a net gain of 11 holders — while 85 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $23.4M. The largest seller was JP Morgan Chase, cutting an estimated $9.12M.

  • 190 institutional investors held AH Realty Trust (AHRT) as of Q1 2022, up from 181 in Q4 2021.
  • Funds reported $836M of AH Realty Trust stock for Q1 2022, down 0.28% quarter-over-quarter.
  • 24 funds opened new AH Realty Trust positions in Q1 2022 and 13 closed out, a net change of +11 holders.
  • The largest AH Realty Trust buyer in Q1 2022 was BlackRock, an estimated $23.4M added.
  • The largest AH Realty Trust seller in Q1 2022 was JP Morgan Chase, an estimated $9.12M sold.

Based on aggregated 13F filings for Q1 2022.