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AHRT

AH Realty Trust
AHRT

166 hedge funds and large institutions have $935M invested in AH Realty Trust in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $865M → $935M (+$70.7M)

3.15% more ownership

Funds ownership: 88.76% → 91.91% (+3.2%)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% less funds holding

Funds holding: 168 → 166 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84K

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
47
Closed
23
Calls
–
Puts
$84K
Net Calls
-$84K
Net Calls Change
-$618K

Top Buyers

1
BlackRock
BlackRock
New York
+$25.9M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$12.3M
3
State Street
State Street
Massachusetts
+$10.1M
4
Morgan Stanley
Morgan Stanley
New York
+$9.74M
5
Macquarie Group
Macquarie Group
Australia
+$5.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.61M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.52M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.45M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$213K +$211K +11,600 New
OIA
127
Optimum Investment Advisors
Illinois
$203K – – –
CSS
128
Cubist Systematic Strategies
Connecticut
$200K +$1.85K +102 +0.9%
ECM
129
ExodusPoint Capital Management
New York
$199K -$21.6K -1,189 -10%
DC
130
Davenport & Co
Virginia
$196K -$5.45K -300 -3%
DTL
131
Dynamic Technology Lab
Singapore
$194K -$252K -13,870 -57%
ACI
132
AMP Capital Investors
Australia
$191K +$190K +10,491 New
22CM
133
20/20 Capital Management
California
$187K +$182K +10,012 New
WSC
134
Wellington Shields & Co
New York
$183K +$182K +10,000 New
Victory Capital Management
135
Victory Capital Management
Texas
$149K +$309 +17 +0.2%
FC
136
FORA Capital
Florida
$93K +$92.2K +5,078 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$82K +$20.8K +1,146 +34%
AIP
138
Ameritas Investment Partners
Nebraska
$80K – – –
IUHSA
139
Itau Unibanco Holding S.A.
Brazil
$79K +$78.2K +4,309 New
Simplex Trading
140
Simplex Trading
Illinois
$75K +$75K +4,130 New
FMT
141
First Mercantile Trust
Tennessee
$64K -$1.36K -75 -2%
ASN
142
Advisory Services Network
Georgia
$46K -$4.05K -223 -8%
NFG
143
Next Financial Group
Texas
$44K +$290 +16 +0.7%
MOACM
144
Mutual of America Capital Management
New York
$37K +$508 +28 +1%
BCA
145
Berman Capital Advisors
Georgia
$28K – – –
LIA
146
LS Investment Advisors
Michigan
$27K -$103K -5,700 -80%
GT
147
Glenmede Trust
Pennsylvania
$19K +$4.39K +242 +30%
CCM
148
Covington Capital Management
California
$18K +$17.4K +956 New
CWA
149
Capital Wealth Alliance
Arizona
$18K +$18.2K +1,000 New
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$13K -$1.13K -62 -8%
4 5
6
7 8

AHRT Hedge Fund Activity: Q4 2019 in Review

166 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2019, worth a combined $935M — up 8.2% from $865M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AHRT positions and 23 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $25.9M. The largest seller was Millennium Management, exiting entirely with an estimated $6.18M sold.

  • 166 institutional investors held AH Realty Trust (AHRT) as of Q4 2019, down from 168 in Q3 2019.
  • Funds reported $935M of AH Realty Trust stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q4 2019 and 23 closed out, a net change of +2 holders.
  • The largest AH Realty Trust buyer in Q4 2019 was BlackRock, an estimated $25.9M added.
  • The largest AH Realty Trust seller in Q4 2019 was Millennium Management, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2019.