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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
126
Crow Point Partners
Massachusetts
$146K – – –
BG
127
BlackRock Group
United Kingdom
$127K +$121K +8,744 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$120K – – –
Legal & General Group
129
Legal & General Group
United Kingdom
$116K +$46.5K +3,349 +72%
CFA
130
Carroll Financial Associates
North Carolina
$107K – – –
SG Americas Securities
131
SG Americas Securities
New York
$101K +$96.3K +6,940 New
Mitsubishi UFJ Asset Management
132
Mitsubishi UFJ Asset Management
Japan
$78K +$5.55K +400 +8%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$73K -$102K -7,318 -59%
BIG
134
Bellwether Investment Group
Tennessee
$67K +$63.8K +4,596 New
Group One Trading
135
Group One Trading
Illinois
$51K +$48.8K +3,520 New
Creative Planning
136
Creative Planning
Kansas
$42K -$39.2K -2,826 -49%
New York State Teachers Retirement System (NYSTRS)
137
New York State Teachers Retirement System (NYSTRS)
New York
$41K – – –
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$40K +$4.73K +341 +14%
Barclays
139
Barclays
United Kingdom
$40K +$35.1K +2,528 +1,210%
PCM
140
Prelude Capital Management
New York
$36K +$34.7K +2,500 New
AIM
141
Acrospire Investment Management
Illinois
$27K +$25.9K +1,868 New
Credit Agricole
142
Credit Agricole
France
$26K +$4.16K +300 +20%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$26K +$9.71K +700 +64%
BJ
144
BlackRock Japan
Japan
$24K -$2.25K -162 -9%
GWA
145
Guidant Wealth Advisors
Illinois
$18K – – –
AIM
146
Advantage Investment Management
Iowa
$17K +$2.77K +200 +20%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$16K +$5.52K +398 +56%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15.5K +1,114 New
ECM
149
Engine Capital Management
New York
$15K – – –
PCM
150
Penserra Capital Management
California
$12K +$1.03K +74 +9%
3 4 5
6
7

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.