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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $604M invested in AH Realty Trust in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $500M → $604M (+$104M)

9% more funds holding

Funds holding: 149 → 162 (+13)

7.85% more ownership

Funds ownership: 80.96% → 88.81% (+7.9%)

Holders
162
Holders Change
+13
Holders Change %
+8.72%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
40
Closed
7
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$16.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.27M
4
BlackRock
BlackRock
New York
+$3.6M
5
FM
Forward Management
California
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.2M
2
CCM
Chilton Capital Management
Texas
-$2.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.25M
4
AL
AJO LP
Pennsylvania
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
126
Teachers Retirement System of the State of Kentucky
Kentucky
$133K – – –
OIA
127
Optimum Investment Advisors
Illinois
$125K – – –
AAMU
128
Amundi Asset Management US
Massachusetts
$121K -$250K -17,705 -69%
UBS Group
129
UBS Group
Switzerland
$115K +$27.9K +1,977 +34%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$112K – – –
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$96K +$90.4K +6,411 New
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$86K – – –
Daiwa Securities Group
134
Daiwa Securities Group
Japan
$82K – – –
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$61K – – –
AIP
136
Ameritas Investment Partners
Nebraska
$58K – – –
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$54K -$4.46K -316 -8%
FMT
138
First Mercantile Trust
Tennessee
$48K +$2.19K +155 +5%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$39.3K -$171K -12,150 -82%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$38K +$8.13K +576 +29%
SWM
141
SeaCrest Wealth Management
New York
$34K – – –
PCG
142
Private Capital Group
Connecticut
$25K – – –
BWM
143
BerganKDV Wealth Management
Minnesota
$21K – – –
LIA
144
LS Investment Advisors
Michigan
$19K – – –
GWA
145
Guidant Wealth Advisors
Illinois
$13K – – –
VFA
146
Valeo Financial Advisors
Indiana
$12K – – –
VCM
147
Versant Capital Management
Arizona
$10K +$4.84K +343 +101%
Group One Trading
148
Group One Trading
Illinois
$9K – – –
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$8K – – –
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$8K +$7.97K +565 New
3 4 5
6
7

AHRT Hedge Fund Activity: Q2 2018 in Review

162 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2018, worth a combined $604M — up 21% from $500M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AHRT positions and 7 closed out — a net gain of 13 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $5.2M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $604M of AH Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 20 funds opened new AH Realty Trust positions in Q2 2018 and 7 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2018 was Nuveen, an estimated $16.7M added.
  • The largest AH Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2018.