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AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
151
First Interstate Bank
Montana
$12K +$11.1K +800 New
CG
152
Cutler Group
California
$11K -$4.16K -300 -27%
CTC
153
Central Trust Company
Missouri
$11K +$8.41K +606 +404%
YWP
154
YorkBridge Wealth Partners
New York
$10K +$8.89K +641 New
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
TDC
156
Thompson Davis & Co
Virginia
$7K – – –
US Bancorp
157
US Bancorp
Minnesota
$7K +$5.7K +411 +623%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$6.29K -$26K -1,871 -81%
WA
159
WFG Advisors
Texas
$5K – – –
BTIS
160
BB&T Investment Services
North Carolina
$3K +$3.16K +228 New
PIA
161
Piedmont Investment Advisors
North Carolina
$2.26K +$999 +72 +87%
PA
162
Parallel Advisors
California
$2K +$2.22K +160 New
GWM
163
Geneos Wealth Management
Colorado
$1K – – –
CPIM
164
Columbia Partners Investment Management
Virginia
– -$1.81M -135,363 Closed
Millennium Management
165
Millennium Management
New York
– -$1.69M -126,173 Closed
Ameriprise
166
Ameriprise
Minnesota
– -$1.69M -125,984 Closed
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$634K -47,300 Closed
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$477K -35,600 Closed
CIC
169
Cornercap Investment Counsel
Georgia
– -$354K -26,410 Closed
LP
170
LMR Partners
United Kingdom
– -$151K -11,220 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$149K -11,090 Closed
MTB
172
Mizuho Trust & Banking
Japan
– -$109K -8,144 Closed
MOACM
173
Mutual of America Capital Management
New York
– -$38K -2,800 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$15K -1,129 Closed
SSB
175
Sandy Spring Bank
Maryland
– -$3K -210 Closed
3 4 5 6
7

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.