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AHRT

AH Realty Trust
AHRT

153 hedge funds and large institutions have $483M invested in AH Realty Trust in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

2.18% less ownership

Funds ownership: 88.29% → 86.11% (-2.2%)

10% less capital invested

Capital invested by funds: $536M → $483M (-$52.3M)

11% less funds holding

Funds holding: 172 → 153 (-19)

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

89% less call options, than puts

Call options by funds: $132K | Put options by funds: $1.17M

Holders
153
Holders Change
-19
Holders Change %
-11.05%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
55
Closed
39
Calls
$132K
Puts
$1.17M
Net Calls
-$1.04M
Net Calls Change
-$1.02M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$8.71M
2
N
Nuveen
North Carolina
+$6.52M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
4
Charles Schwab
Charles Schwab
California
+$2.33M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.32M

Top Sellers

1
Invesco
Invesco
Georgia
-$11.7M
2
Renaissance Technologies
Renaissance Technologies
New York
-$7.6M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$7.13M
4
CCM
Chilton Capital Management
Texas
-$4.56M
5
PPA
Parametric Portfolio Associates
Washington
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
101
Denali Advisors
California
$210K +$77K +8,500 +67%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$207K +$43.4K +4,787 +30%
PP
103
Paloma Partners
Connecticut
$194K +$176K +19,436 New
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$191K -$26.8K -2,955 -13%
CA
105
Cetera Advisors
Colorado
$175K -$9.06K -1,000 -5%
AP
106
Advisor Partners
California
$170K +$155K +17,099 New
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$163K +$14K +1,549 +10%
PDN
108
Pensionfund DSM Netherlands
Netherlands
$156K – – –
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$152K – – –
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$144K – – –
GC
111
Guggenheim Capital
Illinois
$140K -$1.58K -175 -1%
LCM
112
Laurion Capital Management
New York
$138K +$126K +13,919 New
BCM
113
BTC Capital Management
Iowa
$135K +$122K +13,485 New
Simplex Trading
114
Simplex Trading
Illinois
$131K +$119K +13,181 New
PS
115
Pensionfund Sabic
Netherlands
$130K – – –
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$129K – – –
ASRS
117
Arizona State Retirement System
Arizona
$127K -$2.61K -288 -2%
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$113K -$57.1K -6,300 -36%
LPL Financial
119
LPL Financial
California
$112K -$36.9K -4,070 -26%
CANY
120
Caxton Associates (New York)
New York
$112K +$102K +11,246 New
SSA
121
Schonfeld Strategic Advisors
New York
$111K +$101K +11,100 New
OIA
122
Optimum Investment Advisors
Illinois
$110K – – –
HC
123
Henshaw Capital
Massachusetts
$107K – – –
ECM
124
EII Capital Management
New York
$106K – – –
CGH
125
Crossmark Global Holdings
Texas
$101K -$23.6K -2,600 -20%
3 4
5
6 7

AHRT Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2020, worth a combined $483M — down 9.8% from $536M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AHRT and 21 opened new positions — a net loss of 18 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was AllianceBernstein, adding an estimated $8.71M. The largest seller was Invesco, cutting an estimated $11.7M.

  • 153 institutional investors held AH Realty Trust (AHRT) as of Q2 2020, down from 172 in Q1 2020.
  • Funds reported $483M of AH Realty Trust stock for Q2 2020, down 9.8% quarter-over-quarter.
  • 21 funds opened new AH Realty Trust positions in Q2 2020 and 39 closed out, a net change of -18 holders.
  • The largest AH Realty Trust buyer in Q2 2020 was AllianceBernstein, an estimated $8.71M added.
  • The largest AH Realty Trust seller in Q2 2020 was Invesco, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2020.