We are live on ! Find out more
AHRT

AH Realty Trust

191 hedge funds and large institutions have $581M invested in AH Realty Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 184191 (+7)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

3.34% less ownership

Funds ownership: 88%84.66% (-3.3%)

21% less capital invested

Capital invested by funds: $735M → $581M (-$153M)

48% less call options, than puts

Call options by funds: $917K | Put options by funds: $1.77M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
71
Reduced
66
Closed
18
Calls
$917K
Puts
$1.77M
Net Calls
-$850K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$3.58M -$253K -22,301 -6%
Millennium Management
27
Millennium Management
New York
$3.06M +$191K +16,854 +6%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$3.05M +$154K +13,570 +5%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$2.79M +$378K +33,331 +14%
GC
30
Globeflex Capital
California
$2.73M +$94.8K +8,362 +3%
CCM
31
Cox Capital Management
Massachusetts
$2.67M +$8.21K +724 +0.3%
Ameriprise
32
Ameriprise
Minnesota
$2.51M -$244K -21,554 -8%
SEI Investments
33
SEI Investments
Pennsylvania
$2.44M +$70.7K +6,236 +3%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.36M +$17.3K +1,523 +0.7%
KOCAA
35
Knights of Columbus Asset Advisors
Connecticut
$1.85M -$1.92M -169,118 -49%
DADC
36
D.A. Davidson & Co
Montana
$1.53M +$44.9K +3,955 +3%
Barclays
37
Barclays
United Kingdom
$1.46M -$496K -43,694 -24%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.45M
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.39M
Goldman Sachs
40
Goldman Sachs
New York
$1.37M -$173K -15,266 -10%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.36M -$4.09K -361 -0.3%
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$1.35M +$537K +47,377 +71%
ADMI
43
Albert D. Mason Inc
Massachusetts
$1.31M +$300K +26,480 +27%
Deutsche Bank
44
Deutsche Bank
Germany
$1.25M +$214K +18,910 +19%
VA
45
Vident Advisory
Georgia
$1.23M +$280K +24,715 +26%
CS
46
Credit Suisse
Switzerland
$1.09M +$40.5K +3,569 +4%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M +$71.9K +6,343 +7%
Wells Fargo
48
Wells Fargo
California
$1.06M +$41.2K +3,636 +4%
Asset Management One
49
Asset Management One
Japan
$1.04M -$72.7K -6,411 -6%
AIMCA
50
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$977K

AHRT Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2024, worth a combined $581M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AHRT positions and 18 closed out — a net gain of 8 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $10.9M.

  • 191 institutional investors held AH Realty Trust (AHRT) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $581M of AH Realty Trust stock for Q1 2024, down 21% quarter-over-quarter.
  • 26 funds opened new AH Realty Trust positions in Q1 2024 and 18 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2024 was Franklin Resources, an estimated $15.6M added.
  • The largest AH Realty Trust seller in Q1 2024 was AllianceBernstein, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.