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AHRT

AH Realty Trust
AHRT

78 hedge funds and large institutions have $124M invested in AH Realty Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

8% more funds holding

Funds holding: 72 → 78 (+6)

2.48% more ownership

Funds ownership: 66.3% → 68.78% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

3% less capital invested

Capital invested by funds: $128M → $124M (-$3.95M)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.08M
2
American Century Companies
American Century Companies
Missouri
+$1.04M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$815K
4
ACM
Ativo Capital Management
Illinois
+$621K
5
DADC
D.A. Davidson & Co
Montana
+$594K

Top Sellers

1
CCM
Chilton Capital Management
Texas
-$866K
2
Millennium Management
Millennium Management
New York
-$433K
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$239K
4
BFA
BlackRock Fund Advisors
California
-$216K
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Partnervest Advisory Services
California
$1K – – –
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$167 +$175K +17,670 +5,522%
EMFAT
78
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$198K -20,000 Closed
ProShare Advisors
79
ProShare Advisors
Maryland
– -$120K -12,070 Closed
JP Morgan Chase
80
JP Morgan Chase
New York
– -$109K -10,997 Closed
California Public Employees Retirement System
81
California Public Employees Retirement System
California
– -$8K -800 Closed
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
– -$3K -275 Closed
GC
83
Globeflex Capital
California
– -$1K -115 Closed
1 2 3
4

AHRT Hedge Fund Activity: Q4 2013 in Review

78 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2013, worth a combined $124M — down 3.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AHRT positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.08M. The largest seller was Chilton Capital Management, cutting an estimated $866K.

  • 78 institutional investors held AH Realty Trust (AHRT) as of Q4 2013, up from 72 in Q3 2013.
  • Funds reported $124M of AH Realty Trust stock for Q4 2013, down 3.1% quarter-over-quarter.
  • 12 funds opened new AH Realty Trust positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest AH Realty Trust buyer in Q4 2013 was Fidelity Investments, an estimated $1.08M added.
  • The largest AH Realty Trust seller in Q4 2013 was Chilton Capital Management, an estimated $866K sold.

Based on aggregated 13F filings for Q4 2013.