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AHRT

AH Realty Trust

191 hedge funds and large institutions have $581M invested in AH Realty Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 184191 (+7)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

3.34% less ownership

Funds ownership: 88%84.66% (-3.3%)

21% less capital invested

Capital invested by funds: $735M → $581M (-$153M)

48% less call options, than puts

Call options by funds: $917K | Put options by funds: $1.77M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
71
Reduced
66
Closed
18
Calls
$917K
Puts
$1.77M
Net Calls
-$850K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
126
Sumitomo Mitsui DS Asset Management
Japan
$164K +$179K +15,799 New
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$158K +$173K +15,236 New
BHCM
128
Brevan Howard Capital Management
Jersey
$157K +$171K +15,081 New
AG
129
Algert Global
California
$153K -$98.9K -8,720 -37%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$151K
CA
131
Cetera Advisors
Colorado
$149K +$21.2K +1,872 +15%
VI
132
Vestcor Inc
New Brunswick, Canada
$147K +$103K +9,038 +179%
ProShare Advisors
133
ProShare Advisors
Maryland
$141K +$10.6K +934 +7%
BEAM
134
Baker Ellis Asset Management
Washington
$139K -$19.8K -1,750 -12%
LPL Financial
135
LPL Financial
California
$137K -$136K -11,978 -48%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$126K -$5.61K -495 -4%
SO
137
STRS Ohio
Ohio
$125K -$23.8K -2,100 -15%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$123K +$134K +11,800 New
MOACM
139
Mutual of America Capital Management
New York
$121K -$2.1K -185 -2%
Stifel Financial
140
Stifel Financial
Missouri
$120K -$1.45K -128 -1%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$112K -$19K -1,678 -13%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$106K +$116K +10,233 New
WSC
143
Wellington Shields & Co
New York
$104K
VanEck Associates
144
VanEck Associates
New York
$100K +$2.51K +221 +2%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$89K
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$87.4K -$68.4K -6,032 -42%
US Bancorp
147
US Bancorp
Minnesota
$83.8K +$4.17K +368 +5%
PI
148
PEAK6 Investments
Illinois
$70.9K +$45.6K +4,024 +144%
AIP
149
Ameritas Investment Partners
Nebraska
$69.6K
QCG
150
Quadrant Capital Group
Ohio
$55.7K +$13.9K +1,226 +30%

AHRT Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2024, worth a combined $581M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AHRT positions and 18 closed out — a net gain of 8 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $10.9M.

  • 191 institutional investors held AH Realty Trust (AHRT) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $581M of AH Realty Trust stock for Q1 2024, down 21% quarter-over-quarter.
  • 26 funds opened new AH Realty Trust positions in Q1 2024 and 18 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2024 was Franklin Resources, an estimated $15.6M added.
  • The largest AH Realty Trust seller in Q1 2024 was AllianceBernstein, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.