We are live on ! Find out more
AHRT

AH Realty Trust

188 hedge funds and large institutions have $606M invested in AH Realty Trust in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $644K | Put options by funds: $343K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 185188 (+3)

1.77% less ownership

Funds ownership: 88.52%86.75% (-1.8%)

14% less capital invested

Capital invested by funds: $703M → $606M (-$97.3M)

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
60
Reduced
81
Closed
14
Calls
$644K
Puts
$343K
Net Calls
+$301K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Chilton Capital Management
Texas
$3.81M +$925K +79,708 +28%
Bank of America
27
Bank of America
North Carolina
$3.79M -$199K -17,099 -4%
Principal Financial Group
28
Principal Financial Group
Iowa
$3.76M -$229K -19,755 -5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3.61M +$103K +8,893 +3%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$3.08M -$1.78M -153,448 -34%
Millennium Management
31
Millennium Management
New York
$2.95M -$2.78M -239,770 -45%
CIC
32
Crawford Investment Counsel
Georgia
$2.84M -$1.36M -116,990 -30%
Ameriprise
33
Ameriprise
Minnesota
$2.81M -$412K -35,470 -11%
CCM
34
Cox Capital Management
Massachusetts
$2.67M +$194K +16,675 +7%
GC
35
Globeflex Capital
California
$2.6M -$56.1K -4,835 -2%
SEI Investments
36
SEI Investments
Pennsylvania
$2.34M +$102K +8,763 +4%
Goldman Sachs
37
Goldman Sachs
New York
$2.3M -$1.18M -101,515 -31%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.28M -$29.6K -2,549 -1%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$2.22M
Federated Hermes
40
Federated Hermes
Pennsylvania
$2.09M -$32.9K -2,832 -1%
KOCAA
41
Knights of Columbus Asset Advisors
Connecticut
$1.82M -$29.7K -2,560 -1%
Allianz Asset Management
42
Allianz Asset Management
Germany
$1.7M +$345K +29,713 +22%
Man Group
43
Man Group
United Kingdom
$1.64M -$1.21M -104,349 Closed
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.53M +$22.1K +1,900 +1%
MAM
45
Martingale Asset Management
Massachusetts
$1.47M -$97.5K -8,402 -6%
DADC
46
D.A. Davidson & Co
Montana
$1.4M -$76.9K -6,622 -5%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.35M -$267K -23,017 -15%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.34M -$546K -47,006 -26%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.25M -$577K -49,744 -31%
Barclays
50
Barclays
United Kingdom
$1.23M -$1.04M -89,346 -43%

AHRT Hedge Fund Activity: Q3 2023 in Review

188 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2023, worth a combined $606M — down 14% from $703M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AHRT positions and 14 closed out — a net gain of 4 holders — while 60 added to existing stakes and 81 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $2.73M. The largest seller was BlackRock, cutting an estimated $5.86M.

  • 188 institutional investors held AH Realty Trust (AHRT) as of Q3 2023, up from 185 in Q2 2023.
  • Funds reported $606M of AH Realty Trust stock for Q3 2023, down 14% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q3 2023 was First Eagle Investment Management, an estimated $2.73M added.
  • The largest AH Realty Trust seller in Q3 2023 was BlackRock, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2023.