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AHRT

AH Realty Trust

195 hedge funds and large institutions have $681M invested in AH Realty Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $862K | Put options by funds: $487K

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

11% more capital invested

Capital invested by funds: $615M → $681M (+$65.9M)

0.26% less ownership

Funds ownership: 87.66%87.4% (-0.26%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 198195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
58
Closed
25
Calls
$862K
Puts
$487K
Net Calls
+$375K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Chilton Capital Management
Texas
$4.19M -$2.8M -243,312 -40%
UBS AM
27
UBS AM
Illinois
$4.12M +$649K +56,289 +19%
CIC
28
Crawford Investment Counsel
Georgia
$3.96M -$5.91M -512,458 -60%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.88M +$14.5K +1,256 +0.4%
Bank of America
30
Bank of America
North Carolina
$3.74M +$911K +79,054 +32%
Ameriprise
31
Ameriprise
Minnesota
$3.55M -$73K -6,337 -2%
GC
32
Globeflex Capital
California
$3.33M -$35.9K -3,115 -1%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$3.33M +$281K +24,412 +9%
Goldman Sachs
34
Goldman Sachs
New York
$2.98M -$448K -38,851 -13%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.81M +$238K +20,653 +9%
FM
36
Foster & Motley
Ohio
$2.8M +$233K +20,216 +9%
CCM
37
Cox Capital Management
Massachusetts
$2.7M -$191K -16,593 -7%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.49M +$36.5K +3,165 +1%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.43M +$71.7K +6,221 +3%
Barclays
40
Barclays
United Kingdom
$2.3M +$977K +84,745 +74%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$218K +18,891 +11%
BCM
42
Bridgeway Capital Management
Texas
$2.25M
SEI Investments
43
SEI Investments
Pennsylvania
$2.2M +$110K +9,553 +5%
KOCAA
44
Knights of Columbus Asset Advisors
Connecticut
$2.06M +$316K +27,460 +18%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.88M +$34.6K +3,000 +2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.87M +$62.2K +5,395 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.79M -$39.9K -3,461 -2%
MAM
48
Martingale Asset Management
Massachusetts
$1.65M +$103K +8,905 +7%
DADC
49
D.A. Davidson & Co
Montana
$1.64M +$15.6K +1,358 +1%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.53M +$74.4K +6,457 +5%

AHRT Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2022, worth a combined $681M — up 11% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AHRT and 23 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 75 added.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $8.05M. The largest seller was Crawford Investment Counsel, cutting an estimated $5.91M.

  • 195 institutional investors held AH Realty Trust (AHRT) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $681M of AH Realty Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 23 funds opened new AH Realty Trust positions in Q4 2022 and 25 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q4 2022 was Mesirow Institutional Investment Management, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q4 2022 was Crawford Investment Counsel, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2022.