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AHRT

AH Realty Trust
AHRT

72 hedge funds and large institutions have $128M invested in AH Realty Trust in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

29% more funds holding

Funds holding: 56 → 72 (+16)

7.89% more ownership

Funds ownership: 58.41% → 66.3% (+7.9%)

3% less capital invested

Capital invested by funds: $132M → $128M (-$3.32M)

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
34
Reduced
11
Closed
5
Calls
$99K
Puts
–
Net Calls
+$99K
Net Calls Change
-$42K

Top Buyers

Rank Fund Capital Flow
1
ACM
AEW Capital Management
Massachusetts
+$3.68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.26M
3
American Century Companies
American Century Companies
Missouri
+$1.87M
4
Northern Trust
Northern Trust
Illinois
+$1.69M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$691K

Top Sellers

Rank Fund Capital Flow
1
B
Baird
Wisconsin
-$1.23M
2
MF
Magnetar Financial
Illinois
-$1.18M
3
RJA
Raymond James & Associates
Florida
-$607K
4
Morgan Stanley
Morgan Stanley
New York
-$376K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$120K +$126K +12,070 New
JP Morgan Chase
52
JP Morgan Chase
New York
$109K +$114K +10,997 New
Morgan Stanley
53
Morgan Stanley
New York
$100K -$376K -36,117 -78%
BA
54
BlackRock Advisors
Delaware
$87K +$2.95K +284 +3%
PSI
55
Pinnacle Summer Investments
Virginia
$49K -$220K -21,188 -81%
Citigroup
56
Citigroup
New York
$34K +$35.7K +3,435 New
Barclays
57
Barclays
United Kingdom
$20K +$20K +1,928 +739%
Credit Agricole
58
Credit Agricole
France
$20K +$20.8K +2,000 New
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$20K +$20.8K +2,000 New
BJ
60
BlackRock Japan
Japan
$16K +$17.3K +1,660 New
Ameriprise
61
Ameriprise
Minnesota
$12K – – –
SAMC
62
Shinko Asset Management Company
Japan
$10K +$10.4K +1,000 New
BlackRock
63
BlackRock
New York
$8K +$2.11K +203 +32%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$8K +$8.32K +800 New
Daiwa Securities Group
65
Daiwa Securities Group
Japan
$5K +$5.2K +500 New
Bank of America
66
Bank of America
North Carolina
$4K -$330K -31,689 -99%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$3K +$2.86K +275 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$2K +$2.32K +223 New
PAS
69
Partnervest Advisory Services
California
$1K – – –
GC
70
Globeflex Capital
California
$1K +$1.2K +115 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 +$3.33K +320 New
B
72
Baird
Wisconsin
– -$1.23M -104,371 Closed
MF
73
Magnetar Financial
Illinois
– -$1.18M -100,000 Closed
RJFSA
74
Raymond James Financial Services Advisors
Florida
– -$353K -30,000 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$9K -750 Closed
1 2
3
4

AHRT Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2013, worth a combined $128M — down 2.5% from $132M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AHRT positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was AEW Capital Management, adding an estimated $3.68M. The largest seller was Baird, exiting entirely with an estimated $1.23M sold.

  • 72 institutional investors held AH Realty Trust (AHRT) as of Q3 2013, up from 56 in Q2 2013.
  • Funds reported $128M of AH Realty Trust stock for Q3 2013, down 2.5% quarter-over-quarter.
  • 21 funds opened new AH Realty Trust positions in Q3 2013 and 5 closed out, a net change of +16 holders.
  • The largest AH Realty Trust buyer in Q3 2013 was AEW Capital Management, an estimated $3.68M added.
  • The largest AH Realty Trust seller in Q3 2013 was Baird, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2013.