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AHRT

AH Realty Trust
AHRT

184 hedge funds and large institutions have $735M invested in AH Realty Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $425K

21% more capital invested

Capital invested by funds: $606M → $735M (+$129M)

1.25% more ownership

Funds ownership: 86.75% → 88% (+1.3%)

2% less funds holding

Funds holding: 188 → 184 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
184
Holders Change
-4
Holders Change %
-2.13%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
53
Reduced
87
Closed
21
Calls
$1.22M
Puts
$425K
Net Calls
+$792K
Net Calls Change
+$491K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.85M
2
BlackRock
BlackRock
New York
+$4.19M
3
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$1.86M
4
Man Group
Man Group
United Kingdom
+$1.84M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$4.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.19M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.21M
4
Citadel Advisors
Citadel Advisors
Florida
-$855K
5
Goldman Sachs
Goldman Sachs
New York
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$383K -$111K -10,051 -25%
II
102
Inspire Investing
Idaho
$383K +$10.3K +938 +3%
NYLIM
103
New York Life Investment Management
New York
$365K -$7.48K -678 -2%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$363K +$176 +16 +0.1%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$354K +$74.9K +6,794 +31%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$352K -$629 -57 -0.2%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$352K -$27.3K -2,474 -8%
IECM
108
Intrinsic Edge Capital Management
Illinois
$333K +$297K +26,912 New
CIM
109
Cambria Investment Management
California
$332K – – –
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$331K -$206K -18,676 -41%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$325K -$9.49K -861 -3%
AB
112
Amalgamated Bank
New York
$315K -$24.2K -2,195 -8%
AQR Capital Management
113
AQR Capital Management
Connecticut
$311K -$571K -51,820 -67%
LPL Financial
114
LPL Financial
California
$311K -$14.6K -1,327 -5%
GCP
115
GSA Capital Partners
United Kingdom
$310K +$276K +25,027 New
SCM
116
Sterneck Capital Management
Missouri
$308K +$44.1K +4,000 +19%
AI
117
AXS Investments
New York
$307K +$274K +24,842 New
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$303K -$5.86K -531 -2%
AIA
119
Arbor Investment Advisors
North Carolina
$302K – – –
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$293K -$28.3K -2,570 -10%
GC
121
Guggenheim Capital
Illinois
$291K +$19.2K +1,737 +8%
AG
122
Algert Global
California
$290K – – –
HC
123
Henshaw Capital
Massachusetts
$284K – – –
Brown Advisory
124
Brown Advisory
Maryland
$275K +$132 +12 +0.1%
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$272K – – –
3 4
5
6 7

AHRT Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2023, worth a combined $735M — up 21% from $606M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AHRT and 18 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 53 added.

The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was AllianceBernstein, cutting an estimated $4.5M.

  • 184 institutional investors held AH Realty Trust (AHRT) as of Q4 2023, down from 188 in Q3 2023.
  • Funds reported $735M of AH Realty Trust stock for Q4 2023, up 21% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q4 2023 and 21 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $7.85M added.
  • The largest AH Realty Trust seller in Q4 2023 was AllianceBernstein, an estimated $4.5M sold.

Based on aggregated 13F filings for Q4 2023.