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AHRT

AH Realty Trust

222 hedge funds and large institutions have $723M invested in AH Realty Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 53

1.42% more ownership

Funds ownership: 87.11%88.54% (+1.4%)

1% less capital invested

Capital invested by funds: $731M → $723M (-$8.52M)

2% less funds holding

Funds holding: 227222 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

64% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.07M

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
109
Reduced
53
Closed
35
Calls
$379K
Puts
$1.07M
Net Calls
-$688K
Net Calls Change
-$695K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Globeflex Capital
California
$6M -$53.6K -4,927 -0.8%
SAM
27
Silvercrest Asset Management
New York
$5.91M -$466K -42,828 -7%
Legal & General Group
28
Legal & General Group
United Kingdom
$5.47M +$779K +71,634 +15%
Millennium Management
29
Millennium Management
New York
$5.34M +$307K +28,227 +6%
UBS AM
30
UBS AM
Illinois
$5.05M +$107K +9,885 +2%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.35M +$771K +70,930 +20%
LSV Asset Management
32
LSV Asset Management
Illinois
$4.23M -$3.53M -324,400 -44%
GLA
33
Great Lakes Advisors
Illinois
$4.1M -$70.2K -6,461 -2%
Two Sigma Investments
34
Two Sigma Investments
New York
$4.04M +$1.03M +95,049 +32%
Bank of America
35
Bank of America
North Carolina
$3.74M -$441K -40,526 -10%
SEI Investments
36
SEI Investments
Pennsylvania
$3.4M +$275K +25,247 +8%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$3.34M -$141K -12,941 -4%
Marshall Wace
38
Marshall Wace
United Kingdom
$3.2M -$1.18M -108,609 -26%
UIC
39
Uniplan Investment Counsel
Wisconsin
$3.11M -$7.17M -659,904 -68%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.89M +$1.31M +120,838 +75%
GCM
41
Ghisallo Capital Management
Massachusetts
$2.56M -$5.44M -500,000 -67%
Barclays
42
Barclays
United Kingdom
$2.48M +$295K +27,146 +13%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.44M +$271K +24,956 +12%
Ameriprise
44
Ameriprise
Minnesota
$2.39M +$105K +9,677 +4%
AG
45
Algert Global
California
$2.3M -$273K -25,140 -10%
Raymond James Financial
46
Raymond James Financial
Florida
$2.24M +$2.38M +218,888 New
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.03M -$223K -20,478 -9%
AAA
48
Adams Asset Advisors
Texas
$2M +$573K +52,681 +37%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.98M +$1.32M +121,465 +168%
ADMI
50
Albert D. Mason Inc
Massachusetts
$1.86M +$598K +55,012 +43%

AHRT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2024, worth a combined $723M — down 1.2% from $731M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AHRT and 31 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $20.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15M sold.

  • 222 institutional investors held AH Realty Trust (AHRT) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $723M of AH Realty Trust stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 31 funds opened new AH Realty Trust positions in Q4 2024 and 35 closed out, a net change of -4 holders.
  • The largest AH Realty Trust buyer in Q4 2024 was BlackRock, an estimated $20.7M added.
  • The largest AH Realty Trust seller in Q4 2024 was Citadel Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2024.