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AHRT

AH Realty Trust
AHRT

194 hedge funds and large institutions have $712M invested in AH Realty Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $955K | Put options by funds: $528K

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

1.48% more ownership

Funds ownership: 87.4% → 88.87% (+1.5%)

5% more capital invested

Capital invested by funds: $681M → $712M (+$30.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 195 → 194 (-1)

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
82
Reduced
56
Closed
17
Calls
$955K
Puts
$528K
Net Calls
+$427K
Net Calls Change
+$52K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$7.12M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.16M
3
Norges Bank
Norges Bank
Norway
+$1.59M
4
Charles Schwab
Charles Schwab
California
+$1.52M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.89M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.56M
3
BlackRock
BlackRock
New York
-$2.51M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.46M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.84M -$55.9K -4,551 -1%
CIC
27
Crawford Investment Counsel
Georgia
$4.63M +$592K +48,164 +14%
UBS AM
28
UBS AM
Illinois
$4.38M +$149K +12,097 +3%
Bank of America
29
Bank of America
North Carolina
$4.27M +$451K +36,674 +11%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.02M +$33.4K +2,718 +0.8%
CCM
31
Chilton Capital Management
Texas
$3.91M -$400K -32,601 -9%
Ameriprise
32
Ameriprise
Minnesota
$3.85M +$212K +17,290 +6%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$3.7M +$289K +23,550 +8%
GC
34
Globeflex Capital
California
$3.42M – – –
Goldman Sachs
35
Goldman Sachs
New York
$3.35M +$306K +24,879 +10%
FM
36
Foster & Motley
Ohio
$2.94M +$71.9K +5,857 +2%
CCM
37
Cox Capital Management
Massachusetts
$2.89M +$122K +9,956 +4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.71M +$161K +13,141 +6%
SEI Investments
39
SEI Investments
Pennsylvania
$2.59M +$344K +27,977 +15%
Federated Hermes
40
Federated Hermes
Pennsylvania
$2.51M +$14.5K +1,177 +0.6%
Barclays
41
Barclays
United Kingdom
$2.41M +$51.5K +4,190 +2%
BCM
42
Bridgeway Capital Management
Texas
$2.31M – – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.18M +$358K +29,134 +19%
KOCAA
44
Knights of Columbus Asset Advisors
Connecticut
$2.13M +$17.1K +1,389 +0.8%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.1M -$219K -17,848 -9%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$2.05M +$144K +11,712 +7%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.87M -$1.05M -85,700 -35%
MAM
48
Martingale Asset Management
Massachusetts
$1.77M +$74K +6,023 +4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.73M +$169K +13,763 +10%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.73M -$214K -17,400 -11%
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AHRT Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2023, worth a combined $712M — up 4.5% from $681M a quarter earlier.

Fund positioning in AHRT was balanced in Q1 2023: 17 funds opened new positions, 17 closed out, 82 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.12M. The largest seller was Invesco, cutting an estimated $2.89M.

  • 194 institutional investors held AH Realty Trust (AHRT) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $712M of AH Realty Trust stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q1 2023 and 17 closed out, a net change of 0 holders.
  • The largest AH Realty Trust buyer in Q1 2023 was Millennium Management, an estimated $7.12M added.
  • The largest AH Realty Trust seller in Q1 2023 was Invesco, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2023.