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AHRT

AH Realty Trust
AHRT

190 hedge funds and large institutions have $836M invested in AH Realty Trust in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 53

5% more funds holding

Funds holding: 181 → 190 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 89.66% → 89.61% (-0.05%)

0% less capital invested

Capital invested by funds: $838M → $836M (-$2.37M)

71% less call options, than puts

Call options by funds: $277K | Put options by funds: $954K

Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
85
Reduced
53
Closed
13
Calls
$277K
Puts
$954K
Net Calls
-$677K
Net Calls Change
+$256K

Top Buyers

1
BlackRock
BlackRock
New York
+$23.4M
2
N
Nuveen
North Carolina
+$14.2M
3
State Street
State Street
Massachusetts
+$8.85M
4
Invesco
Invesco
Georgia
+$8.06M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.46M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.12M
2
RA
Royce & Associates
New York
-$9.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.05M
4
HF
HRT Financial
New York
-$2M
5
Morgan Stanley
Morgan Stanley
New York
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
151
State of Wyoming
Wyoming
$97K +$9.62K +668 +11%
FCA
152
FinTrust Capital Advisors
South Carolina
$88K – – –
VanEck Associates
153
VanEck Associates
New York
$87K +$18.3K +1,270 +27%
AIP
154
Ameritas Investment Partners
Nebraska
$71K – – –
PFS
155
Prospera Financial Services
Texas
$66K +$65.1K +4,521 New
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$55K -$12.2K -845 -19%
Macquarie Group
157
Macquarie Group
Australia
$45.5K +$1M +69,448 +2%
CFB
158
Cullen/Frost Bankers
Texas
$35K – – –
Federated Hermes
159
Federated Hermes
Pennsylvania
$35K +$35K +2,431 New
HIA
160
Harbor Investment Advisory
Maryland
$31K – – –
S
161
SignatureFD
Georgia
$20K +$3.14K +218 +19%
Simplex Trading
162
Simplex Trading
Illinois
$20K +$19.8K +1,373 New
IA
163
IFP Advisors
Florida
$19K +$5.47K +380 New
RTC
164
Riverview Trust Company
Washington
$18K +$18K +1,251 New
US Bancorp
165
US Bancorp
Minnesota
$15K -$1.44K -100 -9%
Bessemer Group
166
Bessemer Group
New Jersey
$15K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$14K -$76.7K -5,327 -85%
SWA
168
Sutton Wealth Advisors
Florida
$12K -$43 -3 -0.4%
MTIC
169
Missouri Trust & Investment Company
Missouri
$12K – – –
QCG
170
Quadrant Capital Group
Ohio
$12K – – –
SWM
171
Spire Wealth Management
Virginia
$12K – – –
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.44K +378 +94%
MAM
173
Meeder Asset Management
Ohio
$11K +$10.9K +755 New
EWA
174
EverSource Wealth Advisors
Alabama
$7K – – –
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$6K – – –
5 6
7
8 9

AHRT Hedge Fund Activity: Q1 2022 in Review

190 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2022, worth a combined $836M — down 0.28% from $838M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AHRT positions and 13 closed out — a net gain of 11 holders — while 85 added to existing stakes and 53 trimmed.

The largest buyer was BlackRock, adding an estimated $23.4M. The largest seller was JP Morgan Chase, cutting an estimated $9.12M.

  • 190 institutional investors held AH Realty Trust (AHRT) as of Q1 2022, up from 181 in Q4 2021.
  • Funds reported $836M of AH Realty Trust stock for Q1 2022, down 0.28% quarter-over-quarter.
  • 24 funds opened new AH Realty Trust positions in Q1 2022 and 13 closed out, a net change of +11 holders.
  • The largest AH Realty Trust buyer in Q1 2022 was BlackRock, an estimated $23.4M added.
  • The largest AH Realty Trust seller in Q1 2022 was JP Morgan Chase, an estimated $9.12M sold.

Based on aggregated 13F filings for Q1 2022.