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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $593M invested in AH Realty Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 156 → 160 (+4)

0.07% more ownership

Funds ownership: 84.04% → 84.11% (+0.07%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$33.2M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
66
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.48M
3
BlackRock
BlackRock
New York
+$4.05M
4
Macquarie Group
Macquarie Group
Australia
+$3.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.65M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
N
Nuveen
North Carolina
-$4.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$94K +$80.9K +5,422 +419%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$78K -$233K -15,635 -74%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$78K -$123K -8,250 -60%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$58K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$55K – – –
FMT
131
First Mercantile Trust
Tennessee
$49K +$3.73K +250 +8%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$45K +$4.61K +309 +11%
SWM
133
SeaCrest Wealth Management
New York
$32K – – –
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$23.8K -$4.13K -277 -14%
RA
135
Rational Advisors
New York
$21K – – –
BWM
136
BerganKDV Wealth Management
Minnesota
$20K – – –
MOACM
137
Mutual of America Capital Management
New York
$17K +$4.43K +297 +32%
AIC
138
Ameritas Investment Company
Nebraska
$16K +$16.5K +1,106 New
AIM
139
Advantage Investment Management
Iowa
$13K +$3.88K +260 +40%
VFA
140
Valeo Financial Advisors
Indiana
$11K – – –
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$9K – – –
VCM
142
Versant Capital Management
Arizona
$9K – – –
JA
143
JOYN Advisors
Georgia
$9K +$3.89K +261 +69%
CFD
144
Creative Financial Designs
Indiana
$8K -$8.04K -539 -49%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$8K – – –
MNBTD
146
Moody National Bank Trust Division
Texas
$7K +$7.83K +525 New
HNB
147
Huntington National Bank
Ohio
$6K +$6.33K +424 New
SIS
148
Sound Income Strategies
Florida
$5K – – –
RCAG
149
Rehmann Capital Advisory Group
Michigan
$4.85K – – –
Asset Management One
150
Asset Management One
Japan
$4K – – –
3 4 5
6
7

AHRT Hedge Fund Activity: Q4 2018 in Review

160 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2018, worth a combined $593M — down 5.3% from $626M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AHRT positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 37 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.81M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.65M sold.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $593M of AH Realty Trust stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q4 2018 and 12 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2018 was AllianceBernstein, an estimated $5.81M added.
  • The largest AH Realty Trust seller in Q4 2018 was Wellington Management Group, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2018.