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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
101
Pensionfund Sabic
Netherlands
$307K – – –
WSC
102
Wellington Shields & Co
New York
$291K +$277K +20,000 New
CCMH
103
Cornerstone Capital Management Holdings
New York
$289K -$1.33M -95,704 -83%
CA
104
Cetera Advisors
Colorado
$283K +$30.5K +2,200 +13%
AIG
105
American International Group
New York
$261K -$652 -47 -0.3%
Jane Street
106
Jane Street
New York
$249K +$237K +17,074 New
IA
107
IFP Advisors
Florida
$246K – – –
AG
108
Advisor Group
Arizona
$242K +$62.1K +4,477 +37%
Allianz Asset Management
109
Allianz Asset Management
Germany
$239K +$228K +16,418 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$220K – – –
RCA
111
Rowland Carmichael Advisors
Arizona
$219K – – –
P
112
Pitcairn
Pennsylvania
$218K -$5.12K -369 -2%
CIS
113
Connors Investor Services
Pennsylvania
$215K -$48.6K -3,500 -19%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$210K – – –
HFS
115
HL Financial Services
Kentucky
$181K +$19.6K +1,410 +13%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$174K -$7.33K -528 -4%
DCM
117
Dupont Capital Management
Delaware
$172K +$164K +11,795 New
BCM
118
BTC Capital Management
Iowa
$167K +$159K +11,439 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$162K +$31.4K +2,262 +24%
M&T Bank
120
M&T Bank
New York
$162K +$154K +11,085 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$153K +$63.8K +4,601 +78%
UBS Group
122
UBS Group
Switzerland
$151K -$61.1K -4,404 -30%
FA
123
FDx Advisors
Illinois
$150K +$143K +10,313 New
BlackRock
124
BlackRock
New York
$147K -$20.5K -1,481 -13%
SCM
125
Sterneck Capital Management
Missouri
$146K -$13.9K -1,000 -9%
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.