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AHRT

AH Realty Trust

191 hedge funds and large institutions have $581M invested in AH Realty Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 184191 (+7)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

3.34% less ownership

Funds ownership: 88%84.66% (-3.3%)

21% less capital invested

Capital invested by funds: $735M → $581M (-$153M)

48% less call options, than puts

Call options by funds: $917K | Put options by funds: $1.77M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
71
Reduced
66
Closed
18
Calls
$917K
Puts
$1.77M
Net Calls
-$850K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
76
Man Group
United Kingdom
$437K -$1.41M -124,707 -75%
Victory Capital Management
77
Victory Capital Management
Texas
$432K -$448K -39,491 -49%
NRD
78
Nebula Research & Development
New York
$431K +$470K +41,443 New
VOYA Investment Management
79
VOYA Investment Management
Georgia
$421K +$126K +11,136 +38%
AI
80
AXS Investments
New York
$420K +$176K +15,500 +62%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$418K
DA
82
Denali Advisors
California
$411K
IMRF
83
Illinois Municipal Retirement Fund
Illinois
$400K +$9.91K +874 +2%
AIG
84
American International Group
New York
$378K -$3.67K -324 -0.9%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$378K -$45.8K -4,039 -10%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$370K +$52.6K +4,639 +15%
MIM
87
MetLife Investment Management
New Jersey
$364K
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$360K
II
89
Inspire Investing
Idaho
$359K +$41.2K +3,629 +12%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$352K -$52.4K -4,624 -12%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$351K -$10.2K -898 -3%
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$347K -$3.4K -300 -0.9%
MAM
93
Martingale Asset Management
Massachusetts
$344K -$1.25M -110,238 -77%
AAA
94
Adams Asset Advisors
Texas
$329K +$359K +31,658 New
GC
95
Guggenheim Capital
Illinois
$323K +$85.5K +7,540 +32%
Citadel Advisors
96
Citadel Advisors
Florida
$318K +$219K +19,335 +171%
YCM
97
Yousif Capital Management
Michigan
$318K -$32K -2,825 -8%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
$296K +$34 +3 +0%
COPPSERS
99
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$278K +$125 +11 +0%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$278K -$19.8K -1,746 -6%

AHRT Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2024, worth a combined $581M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AHRT positions and 18 closed out — a net gain of 8 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $10.9M.

  • 191 institutional investors held AH Realty Trust (AHRT) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $581M of AH Realty Trust stock for Q1 2024, down 21% quarter-over-quarter.
  • 26 funds opened new AH Realty Trust positions in Q1 2024 and 18 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2024 was Franklin Resources, an estimated $15.6M added.
  • The largest AH Realty Trust seller in Q1 2024 was AllianceBernstein, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.