We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

201 hedge funds and large institutions have $628M invested in AH Realty Trust in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $954K | Put options by funds: $589K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $581M → $628M (+$46.4M)

5% more funds holding

Funds holding: 191 → 201 (+10)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.69% more ownership

Funds ownership: 84.66% → 85.35% (+0.69%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
69
Reduced
68
Closed
21
Calls
$954K
Puts
$589K
Net Calls
+$365K
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$6.04M
2
Morgan Stanley
Morgan Stanley
New York
+$4.34M
3
Franklin Resources
Franklin Resources
California
+$3.83M
4
GLA
Great Lakes Advisors
Illinois
+$2.91M
5
Goldman Sachs
Goldman Sachs
New York
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$5.14M
2
Charles Schwab
Charles Schwab
California
-$3.96M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
4
N
Nuveen
North Carolina
-$1.43M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$617K -$30.5K -2,792 -5%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$577K +$172K +15,731 +43%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$539K +$2.56K +235 +0.5%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$538K +$91K +8,336 +21%
SCM
80
Sterneck Capital Management
Missouri
$536K – – –
CCM
81
Canal Capital Management
Virginia
$514K – – –
CCIA
82
Campbell & Co Investment Adviser
Maryland
$497K +$489K +44,815 New
Amundi
83
Amundi
France
$466K -$131K -11,963 -22%
MIM
84
MetLife Investment Management
New Jersey
$441K +$52.4K +4,805 +14%
DA
85
Denali Advisors
California
$438K – – –
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$430K +$45.6K +4,180 +12%
IMRF
87
Illinois Municipal Retirement Fund
Illinois
$429K +$2.9K +266 +0.7%
CF
88
Corebridge Financial
Texas
$427K +$420K +38,521 New
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$396K +$98.1K +8,994 +34%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$379K +$373K +34,167 New
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$374K +$3.27K +300 +0.9%
Citadel Advisors
92
Citadel Advisors
Florida
$373K +$32.6K +2,986 +10%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$371K -$4.2K -385 -1%
Dimensional Fund Advisors
94
Dimensional Fund Advisors
Texas
$367K +$361K +33,111 New
GC
95
Guggenheim Capital
Illinois
$365K +$20K +1,829 +6%
II
96
Inspire Investing
Idaho
$355K -$27.9K -2,558 -7%
YIH
97
Y-Intercept (HK)
Hong Kong
$344K -$147K -13,492 -30%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K +$30.8K +2,818 +11%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$312K -$3.73K -342 -1%
YCM
100
Yousif Capital Management
Michigan
$300K -$38.7K -3,550 -12%
2 3
4
5 6

AHRT Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2024, worth a combined $628M — up 8% from $581M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 21 closed out — a net gain of 13 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $6.04M. The largest seller was Silvercrest Asset Management, cutting an estimated $5.14M.

  • 201 institutional investors held AH Realty Trust (AHRT) as of Q2 2024, up from 191 in Q1 2024.
  • Funds reported $628M of AH Realty Trust stock for Q2 2024, up 8% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q2 2024 and 21 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2024 was Clearstead Advisors, an estimated $6.04M added.
  • The largest AH Realty Trust seller in Q2 2024 was Silvercrest Asset Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.