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AHRT

AH Realty Trust
AHRT

156 hedge funds and large institutions have $626M invested in AH Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $604M → $626M (+$22.1M)

4% less funds holding

Funds holding: 162 → 156 (-6)

4.77% less ownership

Funds ownership: 88.81% → 84.04% (-4.8%)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
64
Reduced
42
Closed
14
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$16K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$8.05M
2
BlackRock
BlackRock
New York
+$7.47M
3
AL
AJO LP
Pennsylvania
+$7.38M
4
Macquarie Group
Macquarie Group
Australia
+$4.63M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.8M

Top Sellers

1
N
Nuveen
North Carolina
-$10.1M
2
American Century Companies
American Century Companies
Missouri
-$4.29M
3
FM
Forward Management
California
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.69M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$465K +$24.1K +1,566 +5%
Bessemer Group
77
Bessemer Group
New Jersey
$450K – – –
BTS
78
BB&T Securities
Virginia
$444K -$26.4K -1,721 -6%
CFA
79
Carroll Financial Associates
North Carolina
$444K – – –
VRS
80
Virginia Retirement Systems
Virginia
$431K -$21.5K -1,400 -5%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$420K -$498K -32,400 -54%
PS
82
Pensionfund Sabic
Netherlands
$394K – – –
CCM
83
Cox Capital Management
Massachusetts
$392K -$1.16M -75,271 -74%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$386K +$11.2K +728 +3%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$370K +$220K +14,302 +137%
KBC Group
86
KBC Group
Belgium
$364K +$370K +24,122 New
BEAM
87
Baker Ellis Asset Management
Washington
$363K – – –
Brown Advisory
88
Brown Advisory
Maryland
$351K – – –
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$326K +$20K +1,300 +6%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$319K +$84.7K +5,516 +35%
MIM
91
MetLife Investment Management
New Jersey
$297K – – –
HI
92
HBK Investments
Texas
$294K +$299K +19,460 New
RJFSA
93
Raymond James Financial Services Advisors
Florida
$290K +$21.5K +1,400 +8%
ISL
94
Ingalls & Snyder LLC
New York
$282K +$8.25K +537 +3%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$277K – – –
EMG
96
Ellington Management Group
Connecticut
$264K +$268K +17,457 New
MC
97
Miles Capital
Iowa
$261K +$76.6K +4,990 +41%
CA
98
Cetera Advisors
Colorado
$260K -$23K -1,500 -8%
USAA
99
United Services Automobile Association
Texas
$258K +$17.8K +1,157 +7%
RJA
100
Raymond James & Associates
Florida
$248K +$21.3K +1,384 +9%
2 3
4
5 6

AHRT Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2018, worth a combined $626M — up 3.7% from $604M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AHRT and 9 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 64 added.

The largest buyer was Renaissance Technologies, adding an estimated $8.05M. The largest seller was Nuveen, cutting an estimated $10.1M.

  • 156 institutional investors held AH Realty Trust (AHRT) as of Q3 2018, down from 162 in Q2 2018.
  • Funds reported $626M of AH Realty Trust stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new AH Realty Trust positions in Q3 2018 and 14 closed out, a net change of -5 holders.
  • The largest AH Realty Trust buyer in Q3 2018 was Renaissance Technologies, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q3 2018 was Nuveen, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.