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AHRT

AH Realty Trust
AHRT

166 hedge funds and large institutions have $935M invested in AH Realty Trust in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $865M → $935M (+$70.7M)

3.15% more ownership

Funds ownership: 88.76% → 91.91% (+3.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less funds holding

Funds holding: 168 → 166 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84K

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
47
Closed
23
Calls
–
Puts
$84K
Net Calls
-$84K
Net Calls Change
-$618K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$12.3M
3
State Street
State Street
Massachusetts
+$10.1M
4
Morgan Stanley
Morgan Stanley
New York
+$9.74M
5
Macquarie Group
Macquarie Group
Australia
+$5.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.61M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.52M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.45M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$354K +$23.9K +1,314 +7%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$348K -$11.4K -630 -3%
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$345K +$14.9K +819 +5%
MC
104
Miles Capital
Iowa
$342K -$4.07K -224 -1%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$340K +$336K +18,516 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$333K +$185K +10,179 +128%
CA
107
Cetera Advisors
Colorado
$319K +$10.4K +574 +3%
LPL Financial
108
LPL Financial
California
$301K -$17.2K -946 -5%
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$297K +$9.08K +500 +3%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$294K – – –
TIAAOA
111
Teachers Insurance & Annuity Association of America
New York
$287K – – –
OMC
112
Old Mission Capital
Illinois
$283K +$280K +15,400 New
AG
113
Advisor Group
Arizona
$274K -$1.54K -85 -0.6%
GC
114
Guggenheim Capital
Illinois
$272K -$122K -6,704 -31%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$265K – – –
IF
116
IRON Financial
Illinois
$263K +$1.83K +101 +10%
SG Americas Securities
117
SG Americas Securities
New York
$255K +$252K +13,896 New
Robeco Institutional Asset Management
118
Robeco Institutional Asset Management
Netherlands
$252K +$250K +13,757 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$251K +$96.8K +5,334 +64%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$249K – – –
PS
121
Pensionfund Sabic
Netherlands
$240K – – –
ISL
122
Ingalls & Snyder LLC
New York
$237K -$218 -12 -0.1%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$236K +$177K +9,756 +316%
CGH
124
Crossmark Global Holdings
Texas
$234K +$545 +30 +0.2%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$219K +$217K +11,961 New
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2019, worth a combined $935M — up 8.2% from $865M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AHRT positions and 23 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was Millennium Management, exiting entirely with an estimated $6.18M sold.

  • 166 institutional investors held AH Realty Trust (AHRT) as of Q4 2019, down from 168 in Q3 2019.
  • Funds reported $935M of AH Realty Trust stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q4 2019 and 23 closed out, a net change of +2 holders.
  • The largest AH Realty Trust buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest AH Realty Trust seller in Q4 2019 was Millennium Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2019.