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AHRT

AH Realty Trust
AHRT

195 hedge funds and large institutions have $681M invested in AH Realty Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $862K | Put options by funds: $487K

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

11% more capital invested

Capital invested by funds: $615M → $681M (+$65.9M)

0.26% less ownership

Funds ownership: 87.66% → 87.4% (-0.26%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 198 → 195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
58
Closed
25
Calls
$862K
Puts
$487K
Net Calls
+$375K
Net Calls Change
+$721K

Top Buyers

1
MIIM
Mesirow Institutional Investment Management
Illinois
+$8.05M
2
BlackRock
BlackRock
New York
+$2.55M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.86M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.53M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

1
CIC
Crawford Investment Counsel
Georgia
-$5.91M
2
Millennium Management
Millennium Management
New York
-$3.46M
3
CCM
Chilton Capital Management
Texas
-$2.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.09M
5
KCM
Kennedy Capital Management
Missouri
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$799K -$5.95K -516 -0.7%
Nomura Asset Management
77
Nomura Asset Management
Japan
$790K +$69.1K +6,000 +10%
SO
78
STRS Ohio
Ohio
$762K -$35.2K -3,052 -4%
JCIA
79
Jackson Creek Investment Advisors
Colorado
$756K -$34.9K -3,029 -4%
Victory Capital Management
80
Victory Capital Management
Texas
$751K +$312K +27,046 +71%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$738K +$8.16K +708 +1%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$716K -$407K -35,300 -36%
Franklin Resources
83
Franklin Resources
California
$656K +$86.7K +7,522 +15%
PAM
84
Panagora Asset Management
Massachusetts
$605K +$606K +52,629 New
RJFSA
85
Raymond James Financial Services Advisors
Florida
$604K +$10.8K +934 +2%
AG
86
Algert Global
California
$572K +$109K +9,460 +24%
Citigroup
87
Citigroup
New York
$559K +$94.9K +8,239 +20%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$528K +$9.37K +813 +2%
TPSF
89
Texas Permanent School Fund
Texas
$524K -$36.5K -3,164 -6%
Comerica Bank
90
Comerica Bank
Texas
$494K -$131K -11,395 -22%
YCM
91
Yousif Capital Management
Michigan
$493K -$133K -11,550 -21%
UBS Group
92
UBS Group
Switzerland
$477K +$85.8K +7,447 +22%
Citadel Advisors
93
Citadel Advisors
Florida
$458K +$459K +39,821 New
Russell Investments Group
94
Russell Investments Group
United Kingdom
$434K -$203K -17,600 -32%
AIG
95
American International Group
New York
$420K -$3.31K -287 -0.8%
LPL Financial
96
LPL Financial
California
$406K -$38K -3,299 -9%
MIM
97
MetLife Investment Management
New Jersey
$402K -$58.7K -5,091 -13%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$380K – – –
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$370K -$2.31K -200 -0.6%
PAMS
100
Pictet Asset Management (Switzerland)
Switzerland
$363K +$48K +4,167 +15%
2 3
4
5 6

AHRT Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2022, worth a combined $681M — up 11% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AHRT and 23 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 75 added.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $8.05M. The largest seller was Crawford Investment Counsel, cutting an estimated $5.91M.

  • 195 institutional investors held AH Realty Trust (AHRT) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $681M of AH Realty Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 23 funds opened new AH Realty Trust positions in Q4 2022 and 25 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q4 2022 was Mesirow Institutional Investment Management, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q4 2022 was Crawford Investment Counsel, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2022.