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AHRT

AH Realty Trust
AHRT

195 hedge funds and large institutions have $681M invested in AH Realty Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $862K | Put options by funds: $487K

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

11% more capital invested

Capital invested by funds: $615M → $681M (+$65.9M)

0.26% less ownership

Funds ownership: 87.66% → 87.4% (-0.26%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 198 → 195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
58
Closed
25
Calls
$862K
Puts
$487K
Net Calls
+$375K
Net Calls Change
+$721K

Top Buyers

1
MIIM
Mesirow Institutional Investment Management
Illinois
+$8.05M
2
BlackRock
BlackRock
New York
+$2.55M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.86M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.53M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

1
CIC
Crawford Investment Counsel
Georgia
-$5.91M
2
Millennium Management
Millennium Management
New York
-$3.46M
3
CCM
Chilton Capital Management
Texas
-$2.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.09M
5
KCM
Kennedy Capital Management
Missouri
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$1.5M +$46K +3,994 +3%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.43M – – –
VRS
53
Virginia Retirement Systems
Virginia
$1.41M +$28.8K +2,500 +2%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.38M +$155K +13,447 +13%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$1.36M +$8.07K +700 +0.6%
Millennium Management
56
Millennium Management
New York
$1.27M -$3.46M -300,639 -73%
CS
57
Credit Suisse
Switzerland
$1.26M +$347K +30,128 +38%
Asset Management One
58
Asset Management One
Japan
$1.24M +$78.5K +6,815 +7%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M +$300 +26 +0%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$1.18M -$23K -1,996 -2%
Deutsche Bank
61
Deutsche Bank
Germany
$1.15M +$6.68K +580 +0.6%
Prudential Financial
62
Prudential Financial
New Jersey
$1.14M -$680K -59,050 -37%
AIMCA
63
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.08M – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$985K +$9.98K +866 +1%
Man Group
65
Man Group
United Kingdom
$977K -$139K -12,103 -12%
Amundi
66
Amundi
France
$935K – – –
SOADOR
67
State of Alaska Department of Revenue
Alaska
$930K +$8.56K +743 +0.9%
DC
68
Davenport & Co
Virginia
$911K -$517K -44,862 -36%
Wells Fargo
69
Wells Fargo
California
$898K +$64.6K +5,602 +8%
ADMI
70
Albert D. Mason Inc
Massachusetts
$898K +$9.29K +806 +1%
ZCM
71
Ziegler Capital Management
Illinois
$897K -$288K -24,974 -24%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$881K -$60.3K -5,233 -6%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$834K +$124K +10,797 +18%
GCP
74
GSA Capital Partners
United Kingdom
$830K +$651K +56,499 +361%
Canada Life
75
Canada Life
Manitoba, Canada
$806K -$47K -4,080 -5%
1 2
3
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AHRT Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2022, worth a combined $681M — up 11% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AHRT and 23 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 75 added.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $8.05M. The largest seller was Crawford Investment Counsel, cutting an estimated $5.91M.

  • 195 institutional investors held AH Realty Trust (AHRT) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $681M of AH Realty Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 23 funds opened new AH Realty Trust positions in Q4 2022 and 25 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q4 2022 was Mesirow Institutional Investment Management, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q4 2022 was Crawford Investment Counsel, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2022.