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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $604M invested in AH Realty Trust in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

21% more capital invested

Capital invested by funds: $500M → $604M (+$104M)

9% more funds holding

Funds holding: 149 → 162 (+13)

7.85% more ownership

Funds ownership: 80.96% → 88.81% (+7.9%)

Holders
162
Holders Change
+13
Holders Change %
+8.72%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
63
Reduced
40
Closed
7
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$956K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$16.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.27M
4
BlackRock
BlackRock
New York
+$3.6M
5
FM
Forward Management
California
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.2M
2
CCM
Chilton Capital Management
Texas
-$2.34M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.25M
4
AL
AJO LP
Pennsylvania
-$940K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
151
Thompson Davis & Co
Virginia
$7K – – –
PA
152
Parallel Advisors
California
$7K +$5.19K +368 +241%
AIM
153
Advantage Investment Management
Iowa
$6K – – –
RCAG
154
Rehmann Capital Advisory Group
Michigan
$5.65K – – –
CFD
155
Creative Financial Designs
Indiana
$5K -$8.97K -636 -65%
SIS
156
Sound Income Strategies
Florida
$5K – – –
JA
157
JOYN Advisors
Georgia
$5K +$4.64K +329 +2,531%
ASN
158
Advisory Services Network
Georgia
$2K – – –
MOACM
159
Mutual of America Capital Management
New York
$2K +$2.34K +166 New
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$1.79K – – –
CAW
161
Cornerstone Advisors (Washington)
Washington
$1K – – –
GWM
162
Geneos Wealth Management
Colorado
$1K – – –
QCG
163
Quadrant Capital Group
Ohio
$1K – – –
US Bancorp
164
US Bancorp
Minnesota
$1K – – –
Lazard Asset Management
165
Lazard Asset Management
New York
– -$445K -32,537 Closed
YMRC
166
Yorktown Management & Research Company
Virginia
– -$312K -22,800 Closed
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
– -$302K -22,053 Closed
DTL
168
Dynamic Technology Lab
Singapore
– -$197K -14,402 Closed
RJT
169
Raymond James Trust
Florida
– -$143K -10,420 Closed
CTC
170
Central Trust Company
Missouri
– -$7K -517 Closed
MAM
171
Meeder Asset Management
Ohio
– -$7K -508 Closed
3 4 5 6
7

AHRT Hedge Fund Activity: Q2 2018 in Review

162 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2018, worth a combined $604M — up 21% from $500M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AHRT positions and 7 closed out — a net gain of 13 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Nuveen, adding an estimated $16.7M. The largest seller was Vanguard Group, cutting an estimated $5.2M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $604M of AH Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 20 funds opened new AH Realty Trust positions in Q2 2018 and 7 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2018 was Nuveen, an estimated $16.7M added.
  • The largest AH Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2018.