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AHRT

AH Realty Trust
AHRT

164 hedge funds and large institutions have $566M invested in AH Realty Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $509M → $566M (+$57.5M)

3% more funds holding

Funds holding: 160 → 164 (+4)

0.84% less ownership

Funds ownership: 81.96% → 81.13% (-0.84%)

7% less call options, than puts

Call options by funds: $404K | Put options by funds: $434K

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
49
Reduced
60
Closed
18
Calls
$404K
Puts
$434K
Net Calls
-$30K
Net Calls Change
+$3.24M

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$14M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.72M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$3.36M
4
BlackRock
BlackRock
New York
+$3.17M
5
SAM
Silvercrest Asset Management
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$16.4M
2
KCM
Kennedy Capital Management
Missouri
-$5.49M
3
American Century Companies
American Century Companies
Missouri
-$5.16M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$4.68M
5
NI
Numeric Investors
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$556K +$7.02K +473 +1%
AIG
77
American International Group
New York
$553K +$2.12K +143 +0.4%
SEI Investments
78
SEI Investments
Pennsylvania
$515K -$244K -16,415 -33%
Lazard Asset Management
79
Lazard Asset Management
New York
$505K – – –
TPSF
80
Texas Permanent School Fund
Texas
$472K -$36.1K -2,429 -7%
CFA
81
Carroll Financial Associates
North Carolina
$456K – – –
Public Sector Pension Investment Board (PSP Investments)
82
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$444K – – –
UBS AM
83
UBS AM
Illinois
$441K +$215K +14,485 +104%
PS
84
Pensionfund Sabic
Netherlands
$405K – – –
Nomura Asset Management
85
Nomura Asset Management
Japan
$398K +$2.08K +140 +0.5%
AP
86
Advisors Preferred
Maryland
$391K +$374K +25,192 New
PDN
87
Pensionfund DSM Netherlands
Netherlands
$388K +$371K +25,000 New
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$372K +$2.12K +143 +0.6%
Brown Advisory
89
Brown Advisory
Maryland
$354K – – –
YMRC
90
Yorktown Management & Research Company
Virginia
$354K – – –
BEAM
91
Baker Ellis Asset Management
Washington
$353K – – –
Stifel Financial
92
Stifel Financial
Missouri
$334K +$10.2K +690 +3%
GC
93
Guggenheim Capital
Illinois
$328K -$256K -17,274 -45%
CA
94
Cetera Advisors
Colorado
$312K -$29.7K -2,000 -9%
WSC
95
Wellington Shields & Co
New York
$311K – – –
MIM
96
MetLife Investment Management
New Jersey
$305K +$292K +19,662 New
MFIM
97
Mesirow Financial Investment Management
Illinois
$304K +$5.14K +346 +2%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$300K +$16.3K +1,100 +6%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$293K -$52.4K -3,527 -16%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$285K – – –
2 3
4
5 6

AHRT Hedge Fund Activity: Q4 2017 in Review

164 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2017, worth a combined $566M — up 11% from $509M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AHRT positions and 18 closed out — a net gain of 4 holders — while 49 added to existing stakes and 60 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $14M. The largest seller was Nuveen, cutting an estimated $16.4M.

  • 164 institutional investors held AH Realty Trust (AHRT) as of Q4 2017, up from 160 in Q3 2017.
  • Funds reported $566M of AH Realty Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 22 funds opened new AH Realty Trust positions in Q4 2017 and 18 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q4 2017 was Macquarie Group, an estimated $14M added.
  • The largest AH Realty Trust seller in Q4 2017 was Nuveen, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.