We are live on ! Find out more
AHRT

AH Realty Trust

188 hedge funds and large institutions have $606M invested in AH Realty Trust in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $644K | Put options by funds: $343K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 185188 (+3)

1.77% less ownership

Funds ownership: 88.52%86.75% (-1.8%)

14% less capital invested

Capital invested by funds: $703M → $606M (-$97.3M)

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
60
Reduced
81
Closed
14
Calls
$644K
Puts
$343K
Net Calls
+$301K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$360K +$60.7K +5,231 +17%
MIM
102
MetLife Investment Management
New Jersey
$358K
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$354K -$12.8K -1,100 -3%
YCM
104
Yousif Capital Management
Michigan
$346K -$28.5K -2,455 -7%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$329K +$373K +32,129 New
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$325K +$6.56K +565 +2%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$317K +$359K +30,935 New
NYLIM
108
New York Life Investment Management
New York
$309K -$55.1K -4,749 -14%
II
109
Inspire Investing
Idaho
$307K +$348K +29,998 New
VOYA Investment Management
110
VOYA Investment Management
Georgia
$300K +$12.2K +1,051 +4%
VIA
111
Virtus Investment Advisers
Connecticut
$296K
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$292K +$46 +4 +0%
Osaic Holdings
113
Osaic Holdings
Arizona
$292K +$99K +8,530 +43%
ZIM
114
Zacks Investment Management
Illinois
$289K -$84.7K -7,292 -21%
AB
115
Amalgamated Bank
New York
$283K +$4.41K +380 +1%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K
CIM
117
Cambria Investment Management
California
$275K
LPL Financial
118
LPL Financial
California
$271K -$97.8K -8,427 -24%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$269K +$7.6K +655 +3%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$256K -$16.7K -1,442 -5%
AIA
121
Arbor Investment Advisors
North Carolina
$250K
AG
122
Algert Global
California
$240K
HC
123
Henshaw Capital
Massachusetts
$235K +$99.1K +8,534 +59%
Brown Advisory
124
Brown Advisory
Maryland
$227K +$104 +9 +0%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$225K

AHRT Hedge Fund Activity: Q3 2023 in Review

188 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2023, worth a combined $606M — down 14% from $703M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AHRT positions and 14 closed out — a net gain of 4 holders — while 60 added to existing stakes and 81 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $2.73M. The largest seller was BlackRock, cutting an estimated $5.86M.

  • 188 institutional investors held AH Realty Trust (AHRT) as of Q3 2023, up from 185 in Q2 2023.
  • Funds reported $606M of AH Realty Trust stock for Q3 2023, down 14% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q3 2023 was First Eagle Investment Management, an estimated $2.73M added.
  • The largest AH Realty Trust seller in Q3 2023 was BlackRock, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2023.