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AHRT

AH Realty Trust
AHRT

156 hedge funds and large institutions have $626M invested in AH Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $604M → $626M (+$22.1M)

4% less funds holding

Funds holding: 162 → 156 (-6)

4.77% less ownership

Funds ownership: 88.81% → 84.04% (-4.8%)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
64
Reduced
42
Closed
14
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$16K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$8.05M
2
BlackRock
BlackRock
New York
+$7.47M
3
AL
AJO LP
Pennsylvania
+$7.38M
4
Macquarie Group
Macquarie Group
Australia
+$4.63M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.8M

Top Sellers

1
N
Nuveen
North Carolina
-$10.1M
2
American Century Companies
American Century Companies
Missouri
-$4.29M
3
FM
Forward Management
California
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.69M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$59K – – –
FMT
127
First Mercantile Trust
Tennessee
$49K +$384 +25 +0.8%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$43K +$3.99K +260 +10%
SWM
129
SeaCrest Wealth Management
New York
$34K – – –
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$29.7K -$10.3K -671 -25%
PCG
131
Private Capital Group
Connecticut
$25K – – –
PI
132
PineBridge Investments
New York
$23K -$395K -25,728 -94%
RA
133
Rational Advisors
New York
$23K +$23K +1,500 New
BWM
134
BerganKDV Wealth Management
Minnesota
$21K – – –
LIA
135
LS Investment Advisors
Michigan
$20K – – –
CFD
136
Creative Financial Designs
Indiana
$17K +$11.6K +755 +218%
MOACM
137
Mutual of America Capital Management
New York
$14K +$11.8K +767 +462%
GWA
138
Guidant Wealth Advisors
Illinois
$13K – – –
VFA
139
Valeo Financial Advisors
Indiana
$12K – – –
VCM
140
Versant Capital Management
Arizona
$10K – – –
AIM
141
Advantage Investment Management
Iowa
$10K +$3.95K +257 +66%
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$10K +$9.97K +649 New
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$9K – – –
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$9K – – –
TDC
145
Thompson Davis & Co
Virginia
$8K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$7K +$6.8K +443 New
JA
147
JOYN Advisors
Georgia
$6K +$538 +35 +10%
RCAG
148
Rehmann Capital Advisory Group
Michigan
$5.21K -$522 -34 -9%
Asset Management One
149
Asset Management One
Japan
$5K -$1.41M -91,707 -100%
SIS
150
Sound Income Strategies
Florida
$5K – – –
3 4 5
6
7

AHRT Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2018, worth a combined $626M — up 3.7% from $604M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AHRT and 9 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 64 added.

The largest buyer was Renaissance Technologies, adding an estimated $8.05M. The largest seller was Nuveen, cutting an estimated $10.1M.

  • 156 institutional investors held AH Realty Trust (AHRT) as of Q3 2018, down from 162 in Q2 2018.
  • Funds reported $626M of AH Realty Trust stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new AH Realty Trust positions in Q3 2018 and 14 closed out, a net change of -5 holders.
  • The largest AH Realty Trust buyer in Q3 2018 was Renaissance Technologies, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q3 2018 was Nuveen, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.