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AHRT

AH Realty Trust
AHRT

164 hedge funds and large institutions have $566M invested in AH Realty Trust in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $509M → $566M (+$57.5M)

3% more funds holding

Funds holding: 160 → 164 (+4)

0.84% less ownership

Funds ownership: 81.96% → 81.13% (-0.84%)

7% less call options, than puts

Call options by funds: $404K | Put options by funds: $434K

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

Holders
164
Holders Change
+4
Holders Change %
+2.5%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
49
Reduced
60
Closed
18
Calls
$404K
Puts
$434K
Net Calls
-$30K
Net Calls Change
+$3.24M

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$14M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.72M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$3.36M
4
BlackRock
BlackRock
New York
+$3.17M
5
SAM
Silvercrest Asset Management
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$16.4M
2
KCM
Kennedy Capital Management
Missouri
-$5.49M
3
American Century Companies
American Century Companies
Missouri
-$5.16M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$4.68M
5
NI
Numeric Investors
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$154K – – –
SOADOR
127
State of Alaska Department of Revenue
Alaska
$138K – – –
Barclays
128
Barclays
United Kingdom
$119K -$29.3K -1,977 -20%
UBS Group
129
UBS Group
Switzerland
$111K -$3.34K -225 -3%
Parallax Volatility Advisers
130
Parallax Volatility Advisers
California
$108K +$103K +6,972 New
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$106K -$23.8K -1,600 -19%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$104K -$61.9K -4,171 -38%
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$95K – – –
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$90K – – –
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$64K – – –
AIP
136
Ameritas Investment Partners
Nebraska
$61K – – –
FMT
137
First Mercantile Trust
Tennessee
$48K +$45.7K +3,080 New
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$37K +$416 +28 +1%
SWM
139
SeaCrest Wealth Management
New York
$35K +$33.8K +2,275 New
BTIS
140
BB&T Investment Services
North Carolina
$26K – – –
PCM
141
Prelude Capital Management
New York
$25K +$23.9K +1,610 New
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$22K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$22K +$549 +37 +3%
LIA
144
LS Investment Advisors
Michigan
$20K -$5.3K -357 -22%
YWP
145
YorkBridge Wealth Partners
New York
$16K -$2K -135 -10%
MAM
146
Meeder Asset Management
Ohio
$13K +$7.18K +484 +130%
GWA
147
Guidant Wealth Advisors
Illinois
$12K -$5.05K -340 -28%
VFA
148
Valeo Financial Advisors
Indiana
$12K – – –
TRCT
149
Tower Research Capital (TRC)
New York
$9K -$48.9K -3,294 -85%
Group One Trading
150
Group One Trading
Illinois
$9K +$8.91K +600 New
4 5
6
7 8

AHRT Hedge Fund Activity: Q4 2017 in Review

164 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2017, worth a combined $566M — up 11% from $509M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AHRT positions and 18 closed out — a net gain of 4 holders — while 49 added to existing stakes and 60 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $14M. The largest seller was Nuveen, cutting an estimated $16.4M.

  • 164 institutional investors held AH Realty Trust (AHRT) as of Q4 2017, up from 160 in Q3 2017.
  • Funds reported $566M of AH Realty Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 22 funds opened new AH Realty Trust positions in Q4 2017 and 18 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q4 2017 was Macquarie Group, an estimated $14M added.
  • The largest AH Realty Trust seller in Q4 2017 was Nuveen, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2017.