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AHRT

AH Realty Trust

156 hedge funds and large institutions have $626M invested in AH Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $604M → $626M (+$22.1M)

4% less funds holding

Funds holding: 162156 (-6)

4.77% less ownership

Funds ownership: 88.81%84.04% (-4.8%)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
64
Reduced
42
Closed
14
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
101
Amundi Asset Management US
Massachusetts
$247K +$126K +8,212 +101%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$235K -$26.9K -1,750 -10%
MSA
103
Mason Street Advisors
Wisconsin
$219K +$21.9K +1,424 +11%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$218K
ARTA
105
A.R.T. Advisors
New York
$214K +$218K +14,207 New
GCP
106
GSA Capital Partners
United Kingdom
$213K -$672K -43,758 -76%
UBS AM
107
UBS AM
Illinois
$210K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$209K
CWM
109
Cornerstone Wealth Management
Missouri
$200K -$3.1K -202 -7%
RCA
110
Rowland Carmichael Advisors
Arizona
$189K
AG
111
Advisor Group
Arizona
$189K +$39.8K +2,589 +26%
HFS
112
HL Financial Services
Kentucky
$188K
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$176K +$179K +11,672 New
PIA
114
Piedmont Investment Advisors
North Carolina
$175K +$11.1K +720 +7%
SG Americas Securities
115
SG Americas Securities
New York
$174K -$151K -9,823 -46%
UBS Group
116
UBS Group
Switzerland
$172K +$56.4K +3,671 +48%
O
117
OppenheimerFunds
New York
$157K -$19.6K -1,279 -11%
LPC
118
Loeb Partners Corp
New York
$152K -$76.8K -5,000 -33%
WSC
119
Wellington Shields & Co
New York
$151K
IA
120
IFP Advisors
Florida
$143K
OIA
121
Optimum Investment Advisors
Illinois
$127K
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$126K -$9.21K -600 -7%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
$88K
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$62K

AHRT Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2018, worth a combined $626M — up 3.7% from $604M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AHRT and 9 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 64 added.

The largest buyer was Renaissance Technologies, adding an estimated $8.05M. The largest seller was Nuveen, cutting an estimated $10.1M.

  • 156 institutional investors held AH Realty Trust (AHRT) as of Q3 2018, down from 162 in Q2 2018.
  • Funds reported $626M of AH Realty Trust stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new AH Realty Trust positions in Q3 2018 and 14 closed out, a net change of -5 holders.
  • The largest AH Realty Trust buyer in Q3 2018 was Renaissance Technologies, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q3 2018 was Nuveen, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.