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AHRT

AH Realty Trust
AHRT

195 hedge funds and large institutions have $681M invested in AH Realty Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $862K | Put options by funds: $487K

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

11% more capital invested

Capital invested by funds: $615M → $681M (+$65.9M)

0.26% less ownership

Funds ownership: 87.66% → 87.4% (-0.26%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 198 → 195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
58
Closed
25
Calls
$862K
Puts
$487K
Net Calls
+$375K
Net Calls Change
+$721K

Top Buyers

1
MIIM
Mesirow Institutional Investment Management
Illinois
+$8.05M
2
BlackRock
BlackRock
New York
+$2.55M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.86M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.53M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

1
CIC
Crawford Investment Counsel
Georgia
-$5.91M
2
Millennium Management
Millennium Management
New York
-$3.46M
3
CCM
Chilton Capital Management
Texas
-$2.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.09M
5
KCM
Kennedy Capital Management
Missouri
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$357K +$21K +1,819 +6%
AB
102
Amalgamated Bank
New York
$352K – – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$347K -$96.4K -8,363 -22%
VIA
104
Virtus Investment Advisers
Connecticut
$345K – – –
ZIM
105
Zacks Investment Management
Illinois
$323K -$76.6K -6,649 -19%
PCM
106
Penserra Capital Management
California
$322K +$323K +28,036 New
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$321K – – –
DTL
108
Dynamic Technology Lab
Singapore
$316K +$317K +27,478 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$306K – – –
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K -$922 -80 -0.3%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$293K +$294K +25,503 New
CIM
112
Cambria Investment Management
California
$292K +$293K +25,416 New
HF
113
HRT Financial
New York
$284K +$22.4K +1,943 +9%
Osaic Holdings
114
Osaic Holdings
Arizona
$281K +$12.7K +1,098 +5%
AIA
115
Arbor Investment Advisors
North Carolina
$281K – – –
CCM
116
Canal Capital Management
Virginia
$274K – – –
WIM
117
Warwick Investment Management
Texas
$271K +$272K +23,587 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$270K +$41.9K +3,633 +18%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$270K – – –
SCM
120
Sterneck Capital Management
Missouri
$266K – – –
Brown Advisory
121
Brown Advisory
Maryland
$264K – – –
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$259K +$2.02K +175 +0.8%
MGIM
123
M&G Investment Management
United Kingdom
$241K +$105K +9,085 +83%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$239K +$76.2K +6,613 +47%
Stifel Financial
125
Stifel Financial
Missouri
$233K -$22.8K -1,981 -9%
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2022, worth a combined $681M — up 11% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AHRT and 23 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 75 added.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $8.05M. The largest seller was Crawford Investment Counsel, cutting an estimated $5.91M.

  • 195 institutional investors held AH Realty Trust (AHRT) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $681M of AH Realty Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 23 funds opened new AH Realty Trust positions in Q4 2022 and 25 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q4 2022 was Mesirow Institutional Investment Management, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q4 2022 was Crawford Investment Counsel, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2022.