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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $604M invested in AH Realty Trust in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $500M → $604M (+$104M)

9% more funds holding

Funds holding: 149 → 162 (+13)

7.85% more ownership

Funds ownership: 80.96% → 88.81% (+7.9%)

Holders
162
Holders Change
+13
Holders Change %
+8.72%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
40
Closed
7
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$16.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.27M
4
BlackRock
BlackRock
New York
+$3.6M
5
FM
Forward Management
California
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.2M
2
CCM
Chilton Capital Management
Texas
-$2.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.25M
4
AL
AJO LP
Pennsylvania
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$258K -$244K -17,303 -50%
Citigroup
102
Citigroup
New York
$244K -$64.5K -4,569 -22%
USAA
103
United Services Automobile Association
Texas
$237K +$52.1K +3,690 +30%
Russell Investments Group
104
Russell Investments Group
United Kingdom
$233K – – –
RJA
105
Raymond James & Associates
Florida
$224K +$212K +15,014 New
LPC
106
Loeb Partners Corp
New York
$223K +$70.5K +5,000 +50%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$218K +$1.98K +140 +1%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$215K – – –
UBS AM
109
UBS AM
Illinois
$207K -$204K -14,485 -51%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$206K +$195K +13,800 New
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$202K +$191K +13,540 New
AL
112
AJO LP
Pennsylvania
$200K -$940K -66,612 -83%
CWM
113
Cornerstone Wealth Management
Missouri
$200K +$42.2K +2,988 New
MSA
114
Mason Street Advisors
Wisconsin
$195K +$7.79K +552 +4%
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$190K -$74.2K -5,260 -29%
RCA
116
Rowland Carmichael Advisors
Arizona
$186K – – –
HFS
117
HL Financial Services
Kentucky
$185K – – –
MC
118
Miles Capital
Iowa
$183K -$85.2K -6,041 -33%
O
119
OppenheimerFunds
New York
$174K -$32.4K -2,300 -16%
PIA
120
Piedmont Investment Advisors
North Carolina
$162K +$153K +10,846 New
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$156K +$6.24K +442 +4%
VF
122
Virtu Financial
New York
$151K +$143K +10,120 New
WSC
123
Wellington Shields & Co
New York
$149K -$141K -10,000 -50%
AG
124
Advisor Group
Arizona
$148K -$6.28K -445 -4%
IA
125
IFP Advisors
Florida
$141K -$45.6K -3,235 -26%
3 4
5
6 7

AHRT Hedge Fund Activity: Q2 2018 in Review

162 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2018, worth a combined $604M — up 21% from $500M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AHRT positions and 7 closed out — a net gain of 13 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $5.2M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $604M of AH Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 20 funds opened new AH Realty Trust positions in Q2 2018 and 7 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2018 was Nuveen, an estimated $16.7M added.
  • The largest AH Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2018.