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AHRT

AH Realty Trust

165 hedge funds and large institutions have $690M invested in AH Realty Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $593M → $690M (+$97.3M)

3% more funds holding

Funds holding: 160165 (+5)

2.9% more ownership

Funds ownership: 84.11%87.01% (+2.9%)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
78
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
126
Russell Investments Group
United Kingdom
$94K +$7.68K +510 +9%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$88K +$1.05K +70 +1%
UBS Group
128
UBS Group
Switzerland
$69K -$142K -9,449 -68%
PI
129
PineBridge Investments
New York
$67K -$52K -3,449 -44%
AIP
130
Ameritas Investment Partners
Nebraska
$61K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$52K +$2.8K +186 +6%
FMT
132
First Mercantile Trust
Tennessee
$51K -$3.92K -260 -7%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$48K -$15.3K -1,015 -25%
SWM
134
SeaCrest Wealth Management
New York
$35K
NFG
135
Next Financial Group
Texas
$32K +$30.7K +2,039 New
NFH
136
NEXT Financial Holdings
Texas
$32K +$30.7K +2,039 New
RA
137
Rational Advisors
New York
$23K
BCA
138
Berman Capital Advisors
Georgia
$23K +$21.9K +1,456 +1,941%
MOACM
139
Mutual of America Capital Management
New York
$22K +$3.16K +210 +17%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15.1K +1,000 New
AIC
141
Ameritas Investment Company
Nebraska
$13K -$4.29K -285 -26%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$13K +$2.58K +171 +28%
VFA
143
Valeo Financial Advisors
Indiana
$12K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$12K +$2.8K +186 +33%
HNB
145
Huntington National Bank
Ohio
$11K +$4.61K +306 +72%
VCM
146
Versant Capital Management
Arizona
$9K -$693 -46 -7%
CFGS
147
Concourse Financial Group Securities
Alabama
$6K +$5.53K +367 +655%
Simplex Trading
148
Simplex Trading
Illinois
$6K +$6.27K +416 New
SWA
149
Sutton Wealth Advisors
Florida
$5.77K +$5.58K +370 New
RCAG
150
Rehmann Capital Advisory Group
Michigan
$5.38K

AHRT Hedge Fund Activity: Q1 2019 in Review

165 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2019, worth a combined $690M — up 16% from $593M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AHRT positions and 14 closed out — a net gain of 5 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.6M.

  • 165 institutional investors held AH Realty Trust (AHRT) as of Q1 2019, up from 160 in Q4 2018.
  • Funds reported $690M of AH Realty Trust stock for Q1 2019, up 16% quarter-over-quarter.
  • 19 funds opened new AH Realty Trust positions in Q1 2019 and 14 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q1 2019 was Nuveen, an estimated $15.9M added.
  • The largest AH Realty Trust seller in Q1 2019 was Thrivent Financial for Lutherans, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2019.