We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

201 hedge funds and large institutions have $628M invested in AH Realty Trust in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $954K | Put options by funds: $589K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $581M → $628M (+$46.4M)

5% more funds holding

Funds holding: 191 → 201 (+10)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.69% more ownership

Funds ownership: 84.66% → 85.35% (+0.69%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
69
Reduced
68
Closed
21
Calls
$954K
Puts
$589K
Net Calls
+$365K
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$6.04M
2
Morgan Stanley
Morgan Stanley
New York
+$4.34M
3
Franklin Resources
Franklin Resources
California
+$3.83M
4
GLA
Great Lakes Advisors
Illinois
+$2.91M
5
Goldman Sachs
Goldman Sachs
New York
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$5.14M
2
Charles Schwab
Charles Schwab
California
-$3.96M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
4
N
Nuveen
North Carolina
-$1.43M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$1.22M +$91.5K +8,386 +8%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.19M +$184K +16,904 +19%
Asset Management One
53
Asset Management One
Japan
$1.06M -$46.9K -4,302 -4%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$1.05M +$274K +25,107 +36%
AIMCA
55
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.04M – – –
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$992K -$147K -13,440 -13%
AAA
57
Adams Asset Advisors
Texas
$974K +$613K +56,191 +177%
Nomura Asset Management
58
Nomura Asset Management
Japan
$949K +$72K +6,600 +8%
AllianceBernstein
59
AllianceBernstein
Tennessee
$937K -$3.03K -278 -0.3%
Prudential Financial
60
Prudential Financial
New Jersey
$918K +$69.3K +6,350 +8%
UBS Group
61
UBS Group
Switzerland
$908K -$106K -9,704 -11%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$906K +$327K +30,000 +58%
CM
63
Capula Management
Cayman Islands
$816K +$803K +73,593 New
SOADOR
64
State of Alaska Department of Revenue
Alaska
$787K -$19.2K -1,757 -2%
PCM
65
Penserra Capital Management
California
$779K +$80.5K +7,374 +12%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$778K -$32.7K -3,001 -4%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$763K +$143K +13,102 +23%
Canada Life
68
Canada Life
Manitoba, Canada
$754K +$78.8K +7,225 +12%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$722K -$24.7K -2,267 -3%
Jane Street
70
Jane Street
New York
$722K +$710K +65,086 New
Citigroup
71
Citigroup
New York
$671K +$30.6K +2,800 +5%
AI
72
AXS Investments
New York
$635K +$184K +16,900 +42%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$632K – – –
HF
74
HRT Financial
New York
$632K +$622K +57,035 New
CSS
75
Cubist Systematic Strategies
Connecticut
$619K +$609K +55,779 New
1 2
3
4 5

AHRT Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2024, worth a combined $628M — up 8% from $581M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 21 closed out — a net gain of 13 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $6.04M. The largest seller was Silvercrest Asset Management, cutting an estimated $5.14M.

  • 201 institutional investors held AH Realty Trust (AHRT) as of Q2 2024, up from 191 in Q1 2024.
  • Funds reported $628M of AH Realty Trust stock for Q2 2024, up 8% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q2 2024 and 21 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2024 was Clearstead Advisors, an estimated $6.04M added.
  • The largest AH Realty Trust seller in Q2 2024 was Silvercrest Asset Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.