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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
51
Driehaus Capital Management
Illinois
$1.22M +$1.17M +84,000 New
ACM
52
Ativo Capital Management
Illinois
$1.19M -$83 -6 -0%
Asset Management One
53
Asset Management One
Japan
$1.17M +$92.4K +6,663 +9%
KFS
54
Kissinger Financial Services
Maryland
$1.15M -$5.69K -410 -0.5%
Goldman Sachs
55
Goldman Sachs
New York
$1.04M +$213K +15,339 +27%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.03M +$184K +13,298 +23%
RA
57
RMR Advisors
Massachusetts
$1.02M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1M -$25K -1,800 -3%
Bessemer Group
59
Bessemer Group
New Jersey
$1M +$476K +34,300 +100%
FAAS
60
First Allied Advisory Services
California
$978K +$82.9K +5,972 +10%
SO
61
STRS Ohio
Ohio
$957K +$35.5K +2,562 +4%
TA
62
Teachers Advisors
New York
$937K +$47.3K +3,412 +6%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$911K +$253K +18,232 +41%
SI
64
SII Investments
Wisconsin
$877K -$4.26K -307 -0.5%
ECM
65
ETrade Capital Management
Virginia
$875K -$62K -4,470 -7%
RJA
66
Raymond James & Associates
Florida
$833K -$89.7K -6,469 -10%
Swiss National Bank
67
Swiss National Bank
Switzerland
$801K +$763K +55,000 New
First Trust Advisors
68
First Trust Advisors
Illinois
$752K +$243K +17,525 +51%
CS
69
Credit Suisse
Switzerland
$722K +$45.9K +3,307 +7%
AAM
70
Advisors Asset Management
Colorado
$709K -$21.8K -1,572 -3%
NA
71
Navellier & Associates
Nevada
$700K -$31.9K -2,298 -5%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$691K +$658K +47,401 New
Citigroup
73
Citigroup
New York
$676K +$224K +16,166 +54%
CCG
74
Chatham Capital Group
Georgia
$667K +$139K +10,000 +28%
GC
75
Guggenheim Capital
Illinois
$612K -$291K -20,950 -33%
1 2
3
4 5

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.