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AHRT

AH Realty Trust

157 hedge funds and large institutions have $638M invested in AH Realty Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $562M → $638M (+$76.1M)

0.64% less ownership

Funds ownership: 86.49%85.84% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 59

3% less funds holding

Funds holding: 162157 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

89% less call options, than puts

Call options by funds: $365K | Put options by funds: $3.36M

Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
54
Reduced
59
Closed
17
Calls
$365K
Puts
$3.36M
Net Calls
-$3M
Net Calls Change
-$980K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$2K
VCM
152
Versant Capital Management
Arizona
$2K +$1.61K +132 New
BCA
153
Berman Capital Advisors
Georgia
$1K
GWM
154
Geneos Wealth Management
Colorado
$1K
WCM
155
Wealthcare Capital Management
Virginia
$1K +$770 +63 New
AIG
156
American International Group
New York
$616 -$15.8K -1,291 -3%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$346 -$27.5K -2,250 -8%
IECM
158
Intrinsic Edge Capital Management
Illinois
-$3.26M -290,482 Closed
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
-$717K -63,900 Closed
AG
160
Algert Global
California
-$382K -34,020 Closed
Two Sigma Investments
161
Two Sigma Investments
New York
-$275K -24,517 Closed
MSA
162
Mason Street Advisors
Wisconsin
-$242K -21,604 Closed
GCP
163
GSA Capital Partners
United Kingdom
-$164K -14,594 Closed
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
-$147K -13,097 Closed
WSL
165
Western Standard LLC
California
-$128K -11,451 Closed
CSS
166
Cubist Systematic Strategies
Connecticut
-$126K -11,220 Closed
AIM
167
Aigen Investment Management
New York
-$122K -10,879 Closed
PWPS
168
Pinnacle Wealth Planning Services
Ohio
-$19K -1,727 Closed
FTDI
169
First Trust Direct Indexing
Massachusetts
-$11K -1,006 Closed
VCG
170
Vantage Consulting Group
Virginia
-$11K -943 Closed
SIS
171
Sound Income Strategies
Florida
-$4K -330 Closed
CCA
172
Childress Capital Advisors
Texas
-$2K -205 Closed
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
-$2K -190 Closed
HGWM
174
Harvest Group Wealth Management
Massachusetts
-$1K -129 Closed

AHRT Hedge Fund Activity: Q1 2021 in Review

157 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2021, worth a combined $638M — up 14% from $562M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of AHRT and 14 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $5.18M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $3.26M sold.

  • 157 institutional investors held AH Realty Trust (AHRT) as of Q1 2021, down from 162 in Q4 2020.
  • Funds reported $638M of AH Realty Trust stock for Q1 2021, up 14% quarter-over-quarter.
  • 14 funds opened new AH Realty Trust positions in Q1 2021 and 17 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q1 2021 was BlackRock, an estimated $5.18M added.
  • The largest AH Realty Trust seller in Q1 2021 was Intrinsic Edge Capital Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2021.