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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $509M invested in AH Realty Trust in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $474M → $509M (+$34.9M)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.54% more ownership

Funds ownership: 81.42% → 81.96% (+0.54%)

2% less funds holding

Funds holding: 164 → 160 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

89% less call options, than puts

Call options by funds: $417K | Put options by funds: $3.69M

Holders
160
Holders Change
-4
Holders Change %
-2.44%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
57
Reduced
55
Closed
19
Calls
$417K
Puts
$3.69M
Net Calls
-$3.27M
Net Calls Change
-$3M

Top Buyers

1
Invesco
Invesco
Georgia
+$7.73M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.43M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.59M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
+$2.41M
5
CCM
Chilton Capital Management
Texas
+$2.07M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$4.84M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$2.44M
3
MCM
McKinley Capital Management
Alaska
-$2.16M
4
TCIM
TIAA CREF Investment Management
New York
-$1.95M
5
Bank of America
Bank of America
North Carolina
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$1.08M +$424K +31,800 +69%
RJA
52
Raymond James & Associates
Florida
$1.05M -$211K -15,820 -17%
RA
53
RMR Advisors
Massachusetts
$1.04M – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$1M – – –
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$993K -$96.7K -7,250 -9%
Citigroup
56
Citigroup
New York
$988K +$275K +20,631 +41%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$968K -$159K -11,891 -15%
SO
58
STRS Ohio
Ohio
$952K -$2.67K -200 -0.3%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$875K -$634K -47,548 -43%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$846K -$26.1K -1,954 -3%
ADMI
61
Albert D. Mason Inc
Massachusetts
$839K +$13.5K +1,010 +2%
SI
62
SII Investments
Wisconsin
$815K +$1.09K +82 +0.1%
CS
63
Credit Suisse
Switzerland
$806K +$330K +24,758 +74%
CIC
64
Cornercap Investment Counsel
Georgia
$773K +$124K +9,265 +20%
Deutsche Bank
65
Deutsche Bank
Germany
$767K -$173K -12,986 -19%
FAAS
66
First Allied Advisory Services
California
$767K -$2.72K -204 -0.4%
FAF
67
Första AP-fonden
Sweden
$750K +$724K +54,300 New
BTS
68
BB&T Securities
Virginia
$735K -$20.1K -1,510 -3%
SEI Investments
69
SEI Investments
Pennsylvania
$685K +$22.7K +1,702 +4%
Comerica Bank
70
Comerica Bank
Texas
$668K +$3.96K +297 +0.6%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$660K – – –
TIAAOA
72
Teachers Insurance & Annuity Association of America
New York
$655K – – –
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$648K -$1.63K -122 -0.3%
CCG
74
Chatham Capital Group
Georgia
$632K – – –
Allianz Asset Management
75
Allianz Asset Management
Germany
$561K -$1.5M -112,435 -73%
1 2
3
4 5

AHRT Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2017, worth a combined $509M — up 7.4% from $474M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AHRT and 17 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $7.73M. The largest seller was Principal Financial Group, cutting an estimated $4.84M.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q3 2017, down from 164 in Q2 2017.
  • Funds reported $509M of AH Realty Trust stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q3 2017 and 19 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q3 2017 was Invesco, an estimated $7.73M added.
  • The largest AH Realty Trust seller in Q3 2017 was Principal Financial Group, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2017.