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AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $593M invested in AH Realty Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 156 → 160 (+4)

0.07% more ownership

Funds ownership: 84.04% → 84.11% (+0.07%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$33.2M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
66
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.48M
3
BlackRock
BlackRock
New York
+$4.05M
4
Macquarie Group
Macquarie Group
Australia
+$3.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.65M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
N
Nuveen
North Carolina
-$4.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
Parallel Advisors
California
$3K – – –
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$1.69K – – –
ASN
153
Advisory Services Network
Georgia
$1K – – –
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 – – –
BCA
158
Berman Capital Advisors
Georgia
$1K +$1.12K +75 New
AAMU
159
Amundi Asset Management US
Massachusetts
$562 +$353K +23,656 +145%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$82 – – –
GT
161
Glenmede Trust
Pennsylvania
$11 +$12.3K +823 New
Wellington Management Group
162
Wellington Management Group
Massachusetts
– -$6.65M -440,312 Closed
TD Asset Management
163
TD Asset Management
Ontario, Canada
– -$420K -27,800 Closed
EMG
164
Ellington Management Group
Connecticut
– -$264K -17,457 Closed
ARTA
165
A.R.T. Advisors
New York
– -$214K -14,207 Closed
GCP
166
GSA Capital Partners
United Kingdom
– -$213K -14,117 Closed
RCA
167
Rowland Carmichael Advisors
Arizona
– -$189K -12,500 Closed
O
168
OppenheimerFunds
New York
– -$157K -10,369 Closed
CWM
169
Cornerstone Wealth Management
Missouri
– -$200K -2,786 Closed
PCG
170
Private Capital Group
Connecticut
– -$25K -1,682 Closed
GWA
171
Guidant Wealth Advisors
Illinois
– -$13K -885 Closed
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
– -$10K -649 Closed
CFGS
173
Concourse Financial Group Securities
Alabama
– -$5.77K -387 -87%
3 4 5 6
7

AHRT Hedge Fund Activity: Q4 2018 in Review

160 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2018, worth a combined $593M — down 5.3% from $626M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AHRT positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 37 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.81M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.65M sold.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $593M of AH Realty Trust stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q4 2018 and 12 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2018 was AllianceBernstein, an estimated $5.81M added.
  • The largest AH Realty Trust seller in Q4 2018 was Wellington Management Group, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2018.