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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $593M invested in AH Realty Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 156 → 160 (+4)

0.07% more ownership

Funds ownership: 84.04% → 84.11% (+0.07%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$33.2M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
66
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.48M
3
BlackRock
BlackRock
New York
+$4.05M
4
Macquarie Group
Macquarie Group
Australia
+$3.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.65M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
N
Nuveen
North Carolina
-$4.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$239K +$79.7K +5,345 +46%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$236K -$35.8K -2,400 -13%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$234K +$248K +16,612 New
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$219K – – –
MSA
105
Mason Street Advisors
Wisconsin
$217K +$13.8K +925 +6%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$203K – – –
MERSOM
107
Municipal Employees' Retirement System of Michigan
Michigan
$199K +$211K +14,140 New
UBS AM
108
UBS AM
Illinois
$195K – – –
UBS Group
109
UBS Group
Switzerland
$195K +$36.9K +2,475 +22%
AG
110
Advisor Group
Arizona
$183K +$7.31K +490 +4%
CGH
111
Crossmark Global Holdings
Texas
$179K +$189K +12,700 New
HFS
112
HL Financial Services
Kentucky
$174K – – –
PIA
113
Piedmont Investment Advisors
North Carolina
$170K +$8.18K +548 +5%
Connor, Clark & Lunn Investment Management (CC&L)
114
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$161K -$764K -51,200 -82%
PCM
115
Prelude Capital Management
New York
$151K +$160K +10,750 New
FFG
116
Fortem Financial Group
California
$147K +$156K +10,479 New
SG Americas Securities
117
SG Americas Securities
New York
$146K -$17.2K -1,156 -10%
Millennium Management
118
Millennium Management
New York
$143K -$720K -48,289 -83%
WSC
119
Wellington Shields & Co
New York
$141K – – –
LPC
120
Loeb Partners Corp
New York
$140K – – –
IA
121
IFP Advisors
Florida
$133K – – –
OIA
122
Optimum Investment Advisors
Illinois
$118K – – –
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$117K – – –
PI
124
PineBridge Investments
New York
$109K +$93.3K +6,255 +416%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K – – –
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2018 in Review

160 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2018, worth a combined $593M — down 5.3% from $626M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AHRT positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 37 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.81M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.65M sold.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $593M of AH Realty Trust stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q4 2018 and 12 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2018 was AllianceBernstein, an estimated $5.81M added.
  • The largest AH Realty Trust seller in Q4 2018 was Wellington Management Group, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2018.