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AHRT

AH Realty Trust
AHRT

162 hedge funds and large institutions have $562M invested in AH Realty Trust in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $452M → $562M (+$109M)

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

5% more funds holding

Funds holding: 155 → 162 (+7)

2.18% more ownership

Funds ownership: 84.31% → 86.49% (+2.2%)

92% less call options, than puts

Call options by funds: $186K | Put options by funds: $2.2M

Holders
162
Holders Change
+7
Holders Change %
+4.52%
% of All Funds
2.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
61
Reduced
52
Closed
19
Calls
$186K
Puts
$2.2M
Net Calls
-$2.02M
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
ACB
Aristotle Capital Boston
Massachusetts
+$5.15M
2
RA
Royce & Associates
New York
+$2.7M
3
BlackRock
BlackRock
New York
+$2.23M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.1M
5
PFC
Phocas Financial Corp
California
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.57M
2
Charles Schwab
Charles Schwab
California
-$2.36M
3
SAM
Silvercrest Asset Management
New York
-$1.03M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$1.01M
5
Goldman Sachs
Goldman Sachs
New York
-$927K
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$9K – – –
MAM
152
Meeder Asset Management
Ohio
$7K +$658 +65 +11%
OIA
153
Optimum Investment Advisors
Illinois
$4K -$27K -2,672 -87%
SIS
154
Sound Income Strategies
Florida
$4K – – –
PFBT
155
Parkside Financial Bank & Trust
Missouri
$3K +$1.85K +183 +416%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$2K – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$2K +$1.92K +190 New
CCA
158
Childress Capital Advisors
Texas
$2K +$2.07K +205 New
BCA
159
Berman Capital Advisors
Georgia
$1K -$759 -75 -39%
HGWM
160
Harvest Group Wealth Management
Massachusetts
$1K – – –
GWM
161
Geneos Wealth Management
Colorado
$1K +$1.01K +100 New
AIG
162
American International Group
New York
$566 +$33K +3,267 +7%
RA
163
RMR Advisors
Massachusetts
– -$1.44M -154,953 Closed
HW
164
Hancock Whitney
Mississippi
– -$804K -86,850 Closed
CIC
165
Cornercap Investment Counsel
Georgia
– -$772K -83,356 Closed
Voloridge Investment Management
166
Voloridge Investment Management
Florida
– -$717K -77,440 Closed
WG
167
Winton Group
United Kingdom
– -$463K -50,050 Closed
KBC Group
168
KBC Group
Belgium
– -$410K -44,246 Closed
First Trust Advisors
169
First Trust Advisors
Illinois
– -$217K -23,484 Closed
WCM
170
Weld Capital Management
New York
– -$184K -19,834 Closed
BCM
171
BTC Capital Management
Iowa
– -$163K -17,713 Closed
AP
172
Advisor Partners
California
– -$160K -17,284 Closed
EGM
173
Engineers Gate Manager
New York
– -$141K -15,200 Closed
BCM
174
Bridgeway Capital Management
Texas
– -$131K -14,200 Closed
DC
175
Davenport & Co
Virginia
– -$115K -12,375 Closed
4 5 6
7
8

AHRT Hedge Fund Activity: Q4 2020 in Review

162 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2020, worth a combined $562M — up 24% from $452M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 19 closed out — a net gain of 8 holders — while 61 added to existing stakes and 52 trimmed.

The largest buyer was Aristotle Capital Boston, opening a new position worth an estimated $5.15M. The largest seller was Renaissance Technologies, cutting an estimated $3.57M.

  • 162 institutional investors held AH Realty Trust (AHRT) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $562M of AH Realty Trust stock for Q4 2020, up 24% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2020 and 19 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q4 2020 was Aristotle Capital Boston, an estimated $5.15M added.
  • The largest AH Realty Trust seller in Q4 2020 was Renaissance Technologies, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2020.