We are live on ! Find out more
AHRT

AH Realty Trust

181 hedge funds and large institutions have $838M invested in AH Realty Trust in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

18% more capital invested

Capital invested by funds: $712M → $838M (+$126M)

6% more funds holding

Funds holding: 171181 (+10)

2.35% more ownership

Funds ownership: 87.31%89.66% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less call options, than puts

Call options by funds: $530K | Put options by funds: $1.46M

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
73
Reduced
56
Closed
16
Calls
$530K
Puts
$1.46M
Net Calls
-$933K
Net Calls Change
+$275K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$74K
VanEck Associates
152
VanEck Associates
New York
$72K +$27.1K +1,884 +67%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$69K +$24.4K +1,694 +60%
NFG
154
Next Financial Group
Texas
$56K +$8.43K +586 +19%
CFB
155
Cullen/Frost Bankers
Texas
$36K +$5.57K +387 +19%
HIA
156
Harbor Investment Advisory
Maryland
$32K
S
157
SignatureFD
Georgia
$18K -$1.12K -78 -6%
US Bancorp
158
US Bancorp
Minnesota
$17K
Bessemer Group
159
Bessemer Group
New Jersey
$15K
MTIC
160
Missouri Trust & Investment Company
Missouri
$13K +$12.1K +840 New
SWA
161
Sutton Wealth Advisors
Florida
$12.6K +$158 +11 +1%
QCG
162
Quadrant Capital Group
Ohio
$12K -$360 -25 -3%
SWM
163
Spire Wealth Management
Virginia
$12K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$7K +$1.4K +97 +28%
EWA
165
EverSource Wealth Advisors
Alabama
$7K +$6.56K +456 New
OIA
166
Optimum Investment Advisors
Illinois
$6K
FFWM
167
Future Financial Wealth Management
Ohio
$6K +$5.76K +400 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.8K +403 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$6K +$5.86K +407 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$4K
STCOSD
171
Sageworth Trust Company of South Dakota
South Dakota
$3K +$2.65K +184 New
VCM
172
Versant Capital Management
Arizona
$2K -$360 -25 -14%
PA
173
Parallel Advisors
California
$2K
ST
174
Sageworth Trust
Pennsylvania
$1K -$2.72K -189 -77%
CFGS
175
Concourse Financial Group Securities
Alabama
$1K

AHRT Hedge Fund Activity: Q4 2021 in Review

181 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2021, worth a combined $838M — up 18% from $712M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AHRT positions and 16 closed out — a net gain of 12 holders — while 73 added to existing stakes and 56 trimmed.

The largest buyer was Invesco, adding an estimated $8.42M. The largest seller was Royce & Associates, cutting an estimated $6.32M.

  • 181 institutional investors held AH Realty Trust (AHRT) as of Q4 2021, up from 171 in Q3 2021.
  • Funds reported $838M of AH Realty Trust stock for Q4 2021, up 18% quarter-over-quarter.
  • 28 funds opened new AH Realty Trust positions in Q4 2021 and 16 closed out, a net change of +12 holders.
  • The largest AH Realty Trust buyer in Q4 2021 was Invesco, an estimated $8.42M added.
  • The largest AH Realty Trust seller in Q4 2021 was Royce & Associates, an estimated $6.32M sold.

Based on aggregated 13F filings for Q4 2021.