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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $509M invested in AH Realty Trust in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $474M → $509M (+$34.9M)

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.54% more ownership

Funds ownership: 81.42% → 81.96% (+0.54%)

2% less funds holding

Funds holding: 164 → 160 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

89% less call options, than puts

Call options by funds: $417K | Put options by funds: $3.69M

Holders
160
Holders Change
-4
Holders Change %
-2.44%
% of All Funds
3.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
57
Reduced
55
Closed
19
Calls
$417K
Puts
$3.69M
Net Calls
-$3.27M
Net Calls Change
-$3M

Top Buyers

1
Invesco
Invesco
Georgia
+$7.73M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.43M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.59M
4
AAMU
AEGON Asset Management (UK)
United Kingdom
+$2.41M
5
CCM
Chilton Capital Management
Texas
+$2.07M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$4.84M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$2.44M
3
MCM
McKinley Capital Management
Alaska
-$2.16M
4
TCIM
TIAA CREF Investment Management
New York
-$1.95M
5
Bank of America
Bank of America
North Carolina
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$551K -$33.6K -2,521 -6%
GC
77
Guggenheim Capital
Illinois
$529K -$65.9K -4,944 -11%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$500K -$8.64K -648 -2%
AIG
79
American International Group
New York
$489K +$25.7K +1,924 +6%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$488K -$10.1K -759 -2%
TPSF
81
Texas Permanent School Fund
Texas
$453K +$32K +2,397 +8%
Lazard Asset Management
82
Lazard Asset Management
New York
$449K – – –
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$425K -$14.6K -1,094 -3%
CFA
84
Carroll Financial Associates
North Carolina
$410K -$53.3K -4,000 -12%
Public Sector Pension Investment Board (PSP Investments)
85
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$395K +$70.5K +5,285 +23%
Squarepoint
86
Squarepoint
New York
$366K +$354K +26,527 New
PS
87
Pensionfund Sabic
Netherlands
$360K – – –
Nomura Asset Management
88
Nomura Asset Management
Japan
$352K -$65.3K -4,900 -16%
RQS
89
Ramsey Quantitative Systems
Kentucky
$340K +$328K +24,603 New
NFA
90
Nationwide Fund Advisors
Ohio
$338K -$28.2K -2,113 -8%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$329K -$34.7K -2,600 -10%
ASRS
92
Arizona State Retirement System
Arizona
$322K -$1.33K -100 -0.4%
Brown Advisory
93
Brown Advisory
Maryland
$315K – – –
YMRC
94
Yorktown Management & Research Company
Virginia
$315K +$304K +22,800 New
BEAM
95
Baker Ellis Asset Management
Washington
$313K – – –
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$309K +$113K +8,462 +61%
CA
97
Cetera Advisors
Colorado
$304K +$6.67K +500 +2%
Stifel Financial
98
Stifel Financial
Missouri
$286K -$48.1K -3,610 -15%
WSC
99
Wellington Shields & Co
New York
$276K – – –
MFIM
100
Mesirow Financial Investment Management
Illinois
$266K +$6.48K +486 +3%
2 3
4
5 6

AHRT Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2017, worth a combined $509M — up 7.4% from $474M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AHRT and 17 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $7.73M. The largest seller was Principal Financial Group, cutting an estimated $4.84M.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q3 2017, down from 164 in Q2 2017.
  • Funds reported $509M of AH Realty Trust stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q3 2017 and 19 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q3 2017 was Invesco, an estimated $7.73M added.
  • The largest AH Realty Trust seller in Q3 2017 was Principal Financial Group, an estimated $4.84M sold.

Based on aggregated 13F filings for Q3 2017.