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AHRT

AH Realty Trust

194 hedge funds and large institutions have $712M invested in AH Realty Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $955K | Put options by funds: $528K

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

1.48% more ownership

Funds ownership: 87.4%88.87% (+1.5%)

5% more capital invested

Capital invested by funds: $681M → $712M (+$30.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 195194 (-1)

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
82
Reduced
56
Closed
17
Calls
$955K
Puts
$528K
Net Calls
+$427K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$433K +$1.95K +159 +0.4%
LPL Financial
102
LPL Financial
California
$432K +$15.7K +1,274 +4%
MIM
103
MetLife Investment Management
New Jersey
$413K
PCM
104
Penserra Capital Management
California
$407K +$79.8K +6,496 +23%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$403K -$225K -18,337 -35%
HF
106
HRT Financial
New York
$403K +$115K +9,393 +38%
Citigroup
107
Citigroup
New York
$394K -$188K -15,287 -31%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$375K +$8.73K +711 +2%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$373K -$7.37K -600 -2%
ZIM
110
Zacks Investment Management
Illinois
$371K +$40.8K +3,319 +12%
CIM
111
Cambria Investment Management
California
$350K +$52K +4,236 +17%
VIA
112
Virtus Investment Advisers
Connecticut
$341K -$13.9K -1,128 -4%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$337K +$202K +16,452 +136%
AB
114
Amalgamated Bank
New York
$334K -$28.4K -2,310 -8%
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$322K -$8.23K -670 -2%
GCP
116
GSA Capital Partners
United Kingdom
$316K -$558K -45,418 -63%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$315K +$39.3K +3,199 +14%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$314K
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311K
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$302K +$26.3K +2,140 +9%
AIA
121
Arbor Investment Advisors
North Carolina
$288K
Grantham, Mayo, Van Otterloo & Co (GMO)
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$281K +$292K +23,800 New
AG
123
Algert Global
California
$276K -$323K -26,294 -53%
VIA
124
Vident Investment Advisory
Georgia
$275K +$286K +23,256 New
SCM
125
Sterneck Capital Management
Missouri
$273K

AHRT Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2023, worth a combined $712M — up 4.5% from $681M a quarter earlier.

Fund positioning in AHRT was balanced in Q1 2023: 17 funds opened new positions, 17 closed out, 82 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.12M. The largest seller was Invesco, cutting an estimated $2.89M.

  • 194 institutional investors held AH Realty Trust (AHRT) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $712M of AH Realty Trust stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q1 2023 and 17 closed out, a net change of 0 holders.
  • The largest AH Realty Trust buyer in Q1 2023 was Millennium Management, an estimated $7.12M added.
  • The largest AH Realty Trust seller in Q1 2023 was Invesco, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2023.