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AHRT

AH Realty Trust
AHRT

181 hedge funds and large institutions have $838M invested in AH Realty Trust in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

18% more capital invested

Capital invested by funds: $712M → $838M (+$126M)

6% more funds holding

Funds holding: 171 → 181 (+10)

2.35% more ownership

Funds ownership: 87.31% → 89.66% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

64% less call options, than puts

Call options by funds: $530K | Put options by funds: $1.46M

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
73
Reduced
56
Closed
16
Calls
$530K
Puts
$1.46M
Net Calls
-$933K
Net Calls Change
+$275K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.42M
2
JP Morgan Chase
JP Morgan Chase
New York
+$6.86M
3
GC
Globeflex Capital
California
+$3.42M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$3.16M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$3.12M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$6.32M
2
Wells Fargo
Wells Fargo
California
-$6.11M
3
BlackRock
BlackRock
New York
-$4.35M
4
DC
Davenport & Co
Virginia
-$2.73M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$441K +$417K +29,000 New
AB
102
Amalgamated Bank
New York
$439K -$5.6K -389 -1%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$416K +$76.6K +5,321 +25%
CFA
104
Carroll Financial Associates
North Carolina
$413K +$13.6K +946 +4%
LPL Financial
105
LPL Financial
California
$399K +$56.2K +3,908 +18%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$395K -$772K -53,634 -67%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$373K +$9.21K +640 +3%
DCM
108
Dupont Capital Management
Delaware
$371K -$140K -9,723 -29%
BEAM
109
Baker Ellis Asset Management
Washington
$370K -$36K -2,500 -9%
RJA
110
Raymond James & Associates
Florida
$365K +$18.2K +1,262 +6%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$358K +$892 +62 +0.3%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$357K -$400K -27,780 -54%
Two Sigma Advisers
113
Two Sigma Advisers
New York
$355K +$102K +7,100 +44%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$351K – – –
Osaic Holdings
115
Osaic Holdings
Arizona
$351K +$8.68K +603 +3%
PAMS
116
Pictet Asset Management (Switzerland)
Switzerland
$349K – – –
HSBC Holdings
117
HSBC Holdings
United Kingdom
$335K +$73.6K +5,114 +30%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$332K -$106K -7,345 -25%
Brown Advisory
119
Brown Advisory
Maryland
$332K – – –
SCM
120
Sterneck Capital Management
Missouri
$331K – – –
MIM
121
MetLife Investment Management
New Jersey
$318K +$72.2K +5,019 +32%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$302K – – –
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$297K -$374 -26 -0.1%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$295K – – –
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$290K +$119K +8,265 +77%
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2021 in Review

181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2021, worth a combined $838M — up 18% from $712M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AHRT positions and 16 closed out — a net gain of 12 holders — while 73 added to existing stakes and 56 trimmed.

The largest buyer was Invesco, adding an estimated $8.42M. The largest seller was Royce & Associates, cutting an estimated $6.32M.

  • 181 institutional investors held AH Realty Trust (AHRT) as of Q4 2021, up from 171 in Q3 2021.
  • Funds reported $838M of AH Realty Trust stock for Q4 2021, up 18% quarter-over-quarter.
  • 28 funds opened new AH Realty Trust positions in Q4 2021 and 16 closed out, a net change of +12 holders.
  • The largest AH Realty Trust buyer in Q4 2021 was Invesco, an estimated $8.42M added.
  • The largest AH Realty Trust seller in Q4 2021 was Royce & Associates, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2021.