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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$563K -$38.9K -2,803 -7%
TIAAOA
77
Teachers Insurance & Annuity Association of America
New York
$558K +$49.5K +3,571 +10%
Canada Life
78
Canada Life
Manitoba, Canada
$543K +$205K +14,800 +66%
Invesco
79
Invesco
Georgia
$534K -$6.78M -488,920 -93%
ADMI
80
Albert D. Mason Inc
Massachusetts
$525K -$792K -57,060 -61%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$495K -$1.98M -142,566 -81%
Prudential Financial
82
Prudential Financial
New Jersey
$495K +$471K +33,980 New
SEI Investments
83
SEI Investments
Pennsylvania
$492K +$395K +28,464 +534%
Lazard Asset Management
84
Lazard Asset Management
New York
$474K – – –
NFA
85
Nationwide Fund Advisors
Ohio
$468K -$8.32K -600 -2%
Sumitomo Mitsui Trust Group
86
Sumitomo Mitsui Trust Group
Japan
$468K +$124K +8,932 +39%
Stifel Financial
87
Stifel Financial
Missouri
$434K +$167K +12,071 +69%
BTS
88
BB&T Securities
Virginia
$417K – – –
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$416K +$3.09K +223 +0.8%
DC
90
Davenport & Co
Virginia
$415K -$6.94K -500 -2%
SIP
91
Stoneridge Investment Partners
Pennsylvania
$403K -$107K -7,724 -22%
1GA
92
1st Global Advisors
Texas
$353K +$8.78K +633 +3%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351K +$9.84K +709 +3%
NI
94
Numeric Investors
Massachusetts
$342K -$3.26M -235,178 -91%
BEAM
95
Baker Ellis Asset Management
Washington
$331K +$6.94K +500 +2%
Squarepoint
96
Squarepoint
New York
$331K +$315K +22,700 New
Nomura Asset Management
97
Nomura Asset Management
Japan
$318K – – –
BA
98
BlackRock Advisors
Delaware
$316K -$12.6K -911 -4%
Fuller & Thaler Asset Management
99
Fuller & Thaler Asset Management
California
$316K +$173K +12,500 +136%
CI
100
Cavalier Investments
Georgia
$307K – – –
2 3
4
5 6

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.