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AHRT

AH Realty Trust
AHRT

166 hedge funds and large institutions have $935M invested in AH Realty Trust in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $865M → $935M (+$70.7M)

3.15% more ownership

Funds ownership: 88.76% → 91.91% (+3.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less funds holding

Funds holding: 168 → 166 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84K

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
47
Closed
23
Calls
–
Puts
$84K
Net Calls
-$84K
Net Calls Change
-$618K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$12.3M
3
State Street
State Street
Massachusetts
+$10.1M
4
Morgan Stanley
Morgan Stanley
New York
+$9.74M
5
Macquarie Group
Macquarie Group
Australia
+$5.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.61M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.52M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.45M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$868K -$120K -6,600 -12%
CCG
77
Chatham Capital Group
Georgia
$862K -$9.48K -522 -1%
Stifel Financial
78
Stifel Financial
Missouri
$856K -$654K -36,020 -44%
HIM
79
Hillsdale Investment Management
Ontario, Canada
$851K – – –
Federated Hermes
80
Federated Hermes
Pennsylvania
$851K +$836K +46,042 +13,502%
Squarepoint
81
Squarepoint
New York
$761K -$377K -20,739 -33%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$740K +$732K +40,300 New
TPSF
83
Texas Permanent School Fund
Texas
$696K +$33.5K +1,848 +5%
ASRS
84
Arizona State Retirement System
Arizona
$678K -$459K -25,268 -41%
Citigroup
85
Citigroup
New York
$656K +$16.4K +905 +3%
PDN
86
Pensionfund DSM Netherlands
Netherlands
$618K -$418K -23,000 -41%
BCM
87
Bridgeway Capital Management
Texas
$598K -$61.7K -3,400 -9%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$591K -$349K -19,220 -37%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$580K -$16.9K -930 -3%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$569K -$83.8K -4,614 -13%
PAM
91
Panagora Asset Management
Massachusetts
$563K -$59.1K -3,255 -10%
Truist Financial
92
Truist Financial
North Carolina
$555K +$549K +30,251 New
CFA
93
Carroll Financial Associates
North Carolina
$539K +$18 +1 +0%
NISOA
94
National Investment Services of America
Wisconsin
$452K +$447K +24,629 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$441K +$126K +6,938 +41%
MIM
96
MetLife Investment Management
New Jersey
$440K – – –
Brown Advisory
97
Brown Advisory
Maryland
$427K – – –
RCA
98
Ranch Capital Advisors
Florida
$400K +$115K +6,312 +41%
OPERF
99
Oregon Public Employees Retirement Fund
Oregon
$391K +$25.4K +1,400 +7%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$360K +$52.5K +2,890 +17%
2 3
4
5 6

AHRT Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2019, worth a combined $935M — up 8.2% from $865M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AHRT positions and 23 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was Millennium Management, exiting entirely with an estimated $6.18M sold.

  • 166 institutional investors held AH Realty Trust (AHRT) as of Q4 2019, down from 168 in Q3 2019.
  • Funds reported $935M of AH Realty Trust stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q4 2019 and 23 closed out, a net change of +2 holders.
  • The largest AH Realty Trust buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest AH Realty Trust seller in Q4 2019 was Millennium Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2019.