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AHRT

AH Realty Trust
AHRT

201 hedge funds and large institutions have $628M invested in AH Realty Trust in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $954K | Put options by funds: $589K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $581M → $628M (+$46.4M)

5% more funds holding

Funds holding: 191 → 201 (+10)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.69% more ownership

Funds ownership: 84.66% → 85.35% (+0.69%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
69
Reduced
68
Closed
21
Calls
$954K
Puts
$589K
Net Calls
+$365K
Net Calls Change
+$1.22M

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$6.04M
2
Morgan Stanley
Morgan Stanley
New York
+$4.34M
3
Franklin Resources
Franklin Resources
California
+$3.83M
4
GLA
Great Lakes Advisors
Illinois
+$2.91M
5
Goldman Sachs
Goldman Sachs
New York
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
-$5.14M
2
Charles Schwab
Charles Schwab
California
-$3.96M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.56M
4
N
Nuveen
North Carolina
-$1.43M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
101
Resona Asset Management
Japan
$300K +$11.4K +1,046 +4%
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$290K -$7.12K -652 -2%
PWP
103
Pursue Wealth Partners
California
$275K – – –
MPAM
104
Murphy Pohlad Asset Management
Minnesota
$273K +$269K +24,645 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$272K -$174K -15,990 -40%
AIA
106
Arbor Investment Advisors
North Carolina
$271K – – –
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$269K +$960 +88 +0.4%
AQR Capital Management
108
AQR Capital Management
Connecticut
$267K -$214K -19,634 -45%
Verition Fund Management
109
Verition Fund Management
Connecticut
$263K +$259K +23,743 New
AA
110
ALPS Advisors
Colorado
$260K -$13.8K -1,265 -5%
MSRPS
111
Maryland State Retirement & Pension System
Maryland
$259K -$12.1K -1,110 -5%
LPL Financial
112
LPL Financial
California
$257K +$109K +9,984 +76%
HC
113
Henshaw Capital
Massachusetts
$255K – – –
DTL
114
Dynamic Technology Lab
Singapore
$249K +$245K +22,459 New
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$246K -$686K -62,882 -74%
SPA
116
Sherbrooke Park Advisers
New York
$244K +$240K +22,014 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$244K – – –
Brown Advisory
118
Brown Advisory
Maryland
$241K -$5.13K -470 -2%
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$236K +$32K +2,932 +16%
Daiwa Securities Group
120
Daiwa Securities Group
Japan
$232K -$9.14K -838 -4%
AB
121
Amalgamated Bank
New York
$223K -$18.3K -1,681 -8%
NW
122
Naviter Wealth
Arkansas
$219K – – –
BHCM
123
Brevan Howard Capital Management
Jersey
$214K +$46.1K +4,226 +28%
UM
124
UniSuper Management
Australia
$214K – – –
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$213K -$1.04M -95,290 -83%
3 4
5
6 7

AHRT Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2024, worth a combined $628M — up 8% from $581M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 21 closed out — a net gain of 13 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $6.04M. The largest seller was Silvercrest Asset Management, cutting an estimated $5.14M.

  • 201 institutional investors held AH Realty Trust (AHRT) as of Q2 2024, up from 191 in Q1 2024.
  • Funds reported $628M of AH Realty Trust stock for Q2 2024, up 8% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q2 2024 and 21 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2024 was Clearstead Advisors, an estimated $6.04M added.
  • The largest AH Realty Trust seller in Q2 2024 was Silvercrest Asset Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.