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AHRT

AH Realty Trust
AHRT

194 hedge funds and large institutions have $712M invested in AH Realty Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $955K | Put options by funds: $528K

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

1.48% more ownership

Funds ownership: 87.4% → 88.87% (+1.5%)

5% more capital invested

Capital invested by funds: $681M → $712M (+$30.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 195 → 194 (-1)

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
82
Reduced
56
Closed
17
Calls
$955K
Puts
$528K
Net Calls
+$427K
Net Calls Change
+$52K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$7.12M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.16M
3
Norges Bank
Norges Bank
Norway
+$1.59M
4
Charles Schwab
Charles Schwab
California
+$1.52M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.89M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.56M
3
BlackRock
BlackRock
New York
-$2.51M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$1.46M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$1.69M +$3.18K +259 +0.2%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$1.68M +$151K +12,333 +9%
Norges Bank
53
Norges Bank
Norway
$1.53M +$1.59M +129,800 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.42M +$4.61K +375 +0.3%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.41M -$61.2K -4,986 -4%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$1.35M -$46.9K -3,821 -3%
Deutsche Bank
57
Deutsche Bank
Germany
$1.33M +$158K +12,878 +13%
CS
58
Credit Suisse
Switzerland
$1.29M -$1.82K -148 -0.1%
Asset Management One
59
Asset Management One
Japan
$1.28M +$7.08K +576 +0.5%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$1.25M +$36.8K +2,992 +3%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$1.23M +$23.4K +1,905 +2%
Citadel Advisors
62
Citadel Advisors
Florida
$1.22M +$783K +63,717 +160%
VRS
63
Virginia Retirement Systems
Virginia
$1.16M -$302K -24,560 -20%
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.11M – – –
Wells Fargo
65
Wells Fargo
California
$1.07M +$150K +12,195 +16%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$997K -$14.4K -1,174 -1%
ZCM
67
Ziegler Capital Management
Illinois
$960K +$40.5K +3,293 +4%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$957K +$1.79K +146 +0.2%
ADMI
69
Albert D. Mason Inc
Massachusetts
$919K -$3.23K -263 -0.3%
Prudential Financial
70
Prudential Financial
New Jersey
$917K -$264K -21,500 -22%
UBS Group
71
UBS Group
Switzerland
$900K +$426K +34,710 +84%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$893K -$12.8K -1,045 -1%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$847K -$9.48K -772 -1%
Nomura Asset Management
74
Nomura Asset Management
Japan
$813K +$1.23K +100 +0.1%
Franklin Resources
75
Franklin Resources
California
$794K +$126K +10,243 +18%
1 2
3
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AHRT Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2023, worth a combined $712M — up 4.5% from $681M a quarter earlier.

Fund positioning in AHRT was balanced in Q1 2023: 17 funds opened new positions, 17 closed out, 82 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.12M. The largest seller was Invesco, cutting an estimated $2.89M.

  • 194 institutional investors held AH Realty Trust (AHRT) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $712M of AH Realty Trust stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q1 2023 and 17 closed out, a net change of 0 holders.
  • The largest AH Realty Trust buyer in Q1 2023 was Millennium Management, an estimated $7.12M added.
  • The largest AH Realty Trust seller in Q1 2023 was Invesco, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2023.