We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

156 hedge funds and large institutions have $626M invested in AH Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

4% more capital invested

Capital invested by funds: $604M → $626M (+$22.1M)

4% less funds holding

Funds holding: 162 → 156 (-6)

4.77% less ownership

Funds ownership: 88.81% → 84.04% (-4.8%)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
156
Holders Change
-6
Holders Change %
-3.7%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
64
Reduced
42
Closed
14
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$16K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$8.05M
2
BlackRock
BlackRock
New York
+$7.47M
3
AL
AJO LP
Pennsylvania
+$7.38M
4
Macquarie Group
Macquarie Group
Australia
+$4.63M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.8M

Top Sellers

1
N
Nuveen
North Carolina
-$10.1M
2
American Century Companies
American Century Companies
Missouri
-$4.29M
3
FM
Forward Management
California
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.69M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$4K -$4.25K -277 -53%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$1.81K – – –
ASN
153
Advisory Services Network
Georgia
$1K -$1.18K -77 -48%
CAW
154
Cornerstone Advisors (Washington)
Washington
$1K – – –
GWM
155
Geneos Wealth Management
Colorado
$1K – – –
QCG
156
Quadrant Capital Group
Ohio
$1K – – –
US Bancorp
157
US Bancorp
Minnesota
$1K – – –
FM
158
Forward Management
California
– -$3.73M -250,000 Closed
TG
159
TCW Group
California
– -$1.69M -113,709 Closed
Two Sigma Investments
160
Two Sigma Investments
New York
– -$963K -64,604 Closed
Sumitomo Mitsui Trust Group
161
Sumitomo Mitsui Trust Group
Japan
– -$638K -42,795 Closed
FRM
162
Fox Run Management
Connecticut
– -$473K -31,736 Closed
Nomura Asset Management
163
Nomura Asset Management
Japan
– -$386K -25,900 Closed
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
– -$320K -21,443 Closed
Los Angeles Capital Management
165
Los Angeles Capital Management
California
– -$202K -13,540 Closed
VF
166
Virtu Financial
New York
– -$151K -10,120 Closed
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
– -$112K -7,485 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– -$96K -6,411 Closed
Daiwa Securities Group
169
Daiwa Securities Group
Japan
– -$82K -5,500 Closed
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
– -$54K -3,614 Closed
Group One Trading
171
Group One Trading
Illinois
– -$9.21K -600 Closed
CAG
172
Csenge Advisory Group
Florida
– +$123 +8 New
3 4 5 6
7

AHRT Hedge Fund Activity: Q3 2018 in Review

156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2018, worth a combined $626M — up 3.7% from $604M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AHRT and 9 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 64 added.

The largest buyer was Renaissance Technologies, adding an estimated $8.05M. The largest seller was Nuveen, cutting an estimated $10.1M.

  • 156 institutional investors held AH Realty Trust (AHRT) as of Q3 2018, down from 162 in Q2 2018.
  • Funds reported $626M of AH Realty Trust stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new AH Realty Trust positions in Q3 2018 and 14 closed out, a net change of -5 holders.
  • The largest AH Realty Trust buyer in Q3 2018 was Renaissance Technologies, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q3 2018 was Nuveen, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2018.