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AHRT

AH Realty Trust
AHRT

188 hedge funds and large institutions have $606M invested in AH Realty Trust in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $644K | Put options by funds: $343K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 185 → 188 (+3)

1.77% less ownership

Funds ownership: 88.52% → 86.75% (-1.8%)

14% less capital invested

Capital invested by funds: $703M → $606M (-$97.3M)

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
60
Reduced
81
Closed
14
Calls
$644K
Puts
$343K
Net Calls
+$301K
Net Calls Change
-$361K

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.73M
2
Invesco
Invesco
Georgia
+$1.39M
3
MIIM
Mesirow Institutional Investment Management
Illinois
+$1.08M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.02M
5
CCM
Chilton Capital Management
Texas
+$925K

Top Sellers

1
BlackRock
BlackRock
New York
-$5.86M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$5.82M
3
Millennium Management
Millennium Management
New York
-$2.78M
4
FM
Foster & Motley
Ohio
-$1.84M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$1.13M -$92.1K -7,933 -7%
Asset Management One
52
Asset Management One
Japan
$1.1M -$75.9K -6,535 -6%
CS
53
Credit Suisse
Switzerland
$1.07M -$150K -12,961 -11%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$1.06M -$17.1K -1,476 -1%
Deutsche Bank
55
Deutsche Bank
Germany
$1.04M -$150K -12,917 -11%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$1.03M -$185K -15,956 -14%
ADMI
57
Albert D. Mason Inc
Massachusetts
$1.02M -$26.4K -2,271 -2%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$1.01M – – –
Wells Fargo
59
Wells Fargo
California
$998K -$121K -10,426 -10%
VA
60
Vident Advisory
Georgia
$971K +$1.1M +94,809 New
AIMCA
61
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$962K – – –
Citadel Advisors
62
Citadel Advisors
Florida
$910K +$393K +33,856 +62%
Two Sigma Investments
63
Two Sigma Investments
New York
$902K +$1.02M +88,090 New
VRS
64
Virginia Retirement Systems
Virginia
$891K -$302K -26,000 -23%
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$860K -$425K -36,611 -30%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$848K +$802K +69,042 +505%
Prudential Financial
67
Prudential Financial
New Jersey
$812K -$49.9K -4,295 -5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$805K -$583K -50,256 -39%
FM
69
Foster & Motley
Ohio
$792K -$1.84M -158,473 -67%
AQR Capital Management
70
AQR Capital Management
Connecticut
$788K -$71.3K -6,141 -7%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$767K -$82K -7,067 -9%
Nomura Asset Management
72
Nomura Asset Management
Japan
$764K – – –
SOADOR
73
State of Alaska Department of Revenue
Alaska
$759K +$34.2K +2,950 +4%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$734K -$45.4K -3,911 -5%
Victory Capital Management
75
Victory Capital Management
Texas
$684K +$569 +49 +0.1%
1 2
3
4 5

AHRT Hedge Fund Activity: Q3 2023 in Review

188 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2023, worth a combined $606M — down 14% from $703M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AHRT positions and 14 closed out — a net gain of 4 holders — while 60 added to existing stakes and 81 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $2.73M. The largest seller was BlackRock, cutting an estimated $5.86M.

  • 188 institutional investors held AH Realty Trust (AHRT) as of Q3 2023, up from 185 in Q2 2023.
  • Funds reported $606M of AH Realty Trust stock for Q3 2023, down 14% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q3 2023 was First Eagle Investment Management, an estimated $2.73M added.
  • The largest AH Realty Trust seller in Q3 2023 was BlackRock, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2023.