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AHRT

AH Realty Trust

184 hedge funds and large institutions have $735M invested in AH Realty Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $425K

21% more capital invested

Capital invested by funds: $606M → $735M (+$129M)

1.25% more ownership

Funds ownership: 86.75%88% (+1.3%)

2% less funds holding

Funds holding: 188184 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
184
Holders Change
-4
Holders Change %
-2.13%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
87
Closed
21
Calls
$1.22M
Puts
$425K
Net Calls
+$792K
Net Calls Change
+$491K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
76
Raymond James Financial Services Advisors
Florida
$705K +$274K +24,886 +77%
Canada Life
77
Canada Life
Manitoba, Canada
$683K -$276 -25 -0%
PCM
78
Penserra Capital Management
California
$681K +$140K +12,707 +30%
Amundi
79
Amundi
France
$632K -$77.4K -7,016 -12%
Two Sigma Advisers
80
Two Sigma Advisers
New York
$580K +$373K +33,800 +258%
Franklin Resources
81
Franklin Resources
California
$564K -$463 -42 -0.1%
SG Americas Securities
82
SG Americas Securities
New York
$560K +$4.28K +388 +0.9%
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$522K +$4.82K +437 +1%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$510K -$106K -9,600 -19%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$499K -$699K -63,410 -61%
DA
86
Denali Advisors
California
$489K
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$486K
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$475K -$9.68K -878 -2%
CCM
89
Canal Capital Management
Virginia
$466K
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$465K -$39.6K -3,588 -9%
AIG
91
American International Group
New York
$454K -$3.69K -335 -0.9%
Jane Street
92
Jane Street
New York
$437K -$184K -16,687 -32%
MIM
93
MetLife Investment Management
New Jersey
$432K
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$428K -$5.79K -525 -1%
FM
95
Foster & Motley
Ohio
$418K -$479K -43,469 -56%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$417K -$9.92K -900 -3%
YCM
97
Yousif Capital Management
Michigan
$414K -$3.91K -355 -1%
DTL
98
Dynamic Technology Lab
Singapore
$409K +$364K +33,048 New
ZIM
99
Zacks Investment Management
Illinois
$395K +$41.1K +3,729 +13%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$394K +$617 +56 +0.2%

AHRT Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2023, worth a combined $735M — up 21% from $606M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AHRT and 18 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was AllianceBernstein, cutting an estimated $4.5M.

  • 184 institutional investors held AH Realty Trust (AHRT) as of Q4 2023, down from 188 in Q3 2023.
  • Funds reported $735M of AH Realty Trust stock for Q4 2023, up 21% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q4 2023 and 21 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $7.85M added.
  • The largest AH Realty Trust seller in Q4 2023 was AllianceBernstein, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2023.