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AHRT

AH Realty Trust
AHRT

91 hedge funds and large institutions have $144M invested in AH Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

10% more funds holding

Funds holding: 83 → 91 (+8)

2.53% less ownership

Funds ownership: 66.83% → 64.3% (-2.5%)

95% less call options, than puts

Call options by funds: $5K | Put options by funds: $104K

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
15
Closed
8
Calls
$5K
Puts
$104K
Net Calls
-$99K
Net Calls Change
-$99K

Top Buyers

1
N
Nuveen
North Carolina
+$9.35M
2
FM
Forward Management
California
+$2.89M
3
American Century Companies
American Century Companies
Missouri
+$2.44M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.38M
5
Millennium Management
Millennium Management
New York
+$2.15M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$3.6M
2
FIM
Foresters Investment Management
New York
-$2.87M
3
MAA
Managed Account Advisors
New Jersey
-$1.68M
4
HRES
Heitman Real Estate Securities
Illinois
-$745K
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$668K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
76
Prelude Capital Management
New York
$33K +$34.6K +3,628 New
Citigroup
77
Citigroup
New York
$31K +$7.07K +742 +28%
AAM
78
Advisors Asset Management
Colorado
$31K +$32.8K +3,446 New
U
79
UBS
Switzerland
$28K +$27.4K +2,881 +1,566%
Bank of America
80
Bank of America
North Carolina
$19K -$10.2K -1,074 -34%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$18K – – –
Credit Agricole
82
Credit Agricole
France
$15K -$1.91K -200 -11%
BJ
83
BlackRock Japan
Japan
$14K +$2.82K +296 +25%
BlackRock
84
BlackRock
New York
$14K +$6.36K +668 +80%
US Bancorp
85
US Bancorp
Minnesota
$12K +$12.3K +1,295 +43,167%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$10.4K +$7.55K +793 +222%
Invesco
87
Invesco
Georgia
$10K – – –
SAMC
88
Shinko Asset Management Company
Japan
$9K – – –
Daiwa Securities Group
89
Daiwa Securities Group
Japan
$6K +$1.91K +200 +40%
GC
90
Globeflex Capital
California
$2K +$2.35K +247 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153 +$3.49K +366 +2%
FIM
92
Foresters Investment Management
New York
– -$2.87M -296,100 Closed
MAA
93
Managed Account Advisors
New Jersey
– -$1.68M -173,608 Closed
HRES
94
Heitman Real Estate Securities
Illinois
– -$745K -76,930 Closed
Natixis Advisors
95
Natixis Advisors
Massachusetts
– -$668K -68,922 Closed
SB
96
Suntrust Banks
Georgia
– -$314K -32,537 Closed
VFA
97
Virtus Fund Advisers
Connecticut
– -$16K -1,643 Closed
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
– -$5K -480 Closed
Ameriprise
99
Ameriprise
Minnesota
– -$3K -340 Closed
1 2 3
4

AHRT Hedge Fund Activity: Q3 2014 in Review

91 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2014, worth a combined $144M — up 14% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AHRT positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was Nuveen, adding an estimated $9.35M. The largest seller was AEW Capital Management, cutting an estimated $3.6M.

  • 91 institutional investors held AH Realty Trust (AHRT) as of Q3 2014, up from 83 in Q2 2014.
  • Funds reported $144M of AH Realty Trust stock for Q3 2014, up 14% quarter-over-quarter.
  • 16 funds opened new AH Realty Trust positions in Q3 2014 and 8 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q3 2014 was Nuveen, an estimated $9.35M added.
  • The largest AH Realty Trust seller in Q3 2014 was AEW Capital Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2014.