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AHRT

AH Realty Trust
AHRT

184 hedge funds and large institutions have $735M invested in AH Realty Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $425K

21% more capital invested

Capital invested by funds: $606M → $735M (+$129M)

1.25% more ownership

Funds ownership: 86.75% → 88% (+1.3%)

2% less funds holding

Funds holding: 188 → 184 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
184
Holders Change
-4
Holders Change %
-2.13%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
87
Closed
21
Calls
$1.22M
Puts
$425K
Net Calls
+$792K
Net Calls Change
+$491K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.85M
2
BlackRock
BlackRock
New York
+$4.19M
3
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$1.86M
4
Man Group
Man Group
United Kingdom
+$1.84M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$4.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.21M
4
Citadel Advisors
Citadel Advisors
Florida
-$855K
5
Goldman Sachs
Goldman Sachs
New York
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$1.26M -$32.9K -2,986 -3%
Deutsche Bank
52
Deutsche Bank
Germany
$1.25M -$9.55K -866 -0.9%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$1.24M -$334K -30,313 -23%
ADMI
54
Albert D. Mason Inc
Massachusetts
$1.23M -$540 -49 -0%
Wells Fargo
55
Wells Fargo
California
$1.22M +$10.4K +940 +1%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M -$27.6K -2,500 -3%
Jacobs Levy Equity Management
57
Jacobs Levy Equity Management
New Jersey
$1.17M -$70.6K -6,403 -6%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.16M – – –
VA
59
Vident Advisory
Georgia
$1.16M -$12K -1,091 -1%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.06M +$74.8K +6,781 +9%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$1.04M +$14.1K +1,277 +2%
Victory Capital Management
62
Victory Capital Management
Texas
$1M +$156K +14,183 +21%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$1M +$101K +9,180 +13%
UBS Group
64
UBS Group
Switzerland
$997K +$420K +38,127 +90%
Two Sigma Investments
65
Two Sigma Investments
New York
$982K -$96.4K -8,740 -10%
Prudential Financial
66
Prudential Financial
New Jersey
$957K -$20.9K -1,892 -2%
Nomura Asset Management
67
Nomura Asset Management
Japan
$928K +$4.41K +400 +0.5%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$903K -$11.5K -1,039 -1%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$888K -$34.3K -3,113 -4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$831K -$479K -43,444 -39%
CIC
71
Cornercap Investment Counsel
Georgia
$805K +$871 +79 +0.1%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$776K -$541K -49,045 -45%
Citigroup
73
Citigroup
New York
$745K +$212K +19,237 +47%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$743K -$23.1K -2,098 -3%
TPSF
75
Texas Permanent School Fund
Texas
$720K +$5.71K +518 +0.9%
1 2
3
4 5

AHRT Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2023, worth a combined $735M — up 21% from $606M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AHRT and 18 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was AllianceBernstein, cutting an estimated $4.5M.

  • 184 institutional investors held AH Realty Trust (AHRT) as of Q4 2023, down from 188 in Q3 2023.
  • Funds reported $735M of AH Realty Trust stock for Q4 2023, up 21% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q4 2023 and 21 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $7.85M added.
  • The largest AH Realty Trust seller in Q4 2023 was AllianceBernstein, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2023.