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AHRT

AH Realty Trust

195 hedge funds and large institutions have $681M invested in AH Realty Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $862K | Put options by funds: $487K

29% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 58

11% more capital invested

Capital invested by funds: $615M → $681M (+$65.9M)

0.26% less ownership

Funds ownership: 87.66%87.4% (-0.26%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 198195 (-3)

Holders
195
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
75
Reduced
58
Closed
25
Calls
$862K
Puts
$487K
Net Calls
+$375K
Net Calls Change
+$721K
Name Holding Trade Value Shares
Change
Change in
Stake
API
151
Advisor Partners II
California
$129K +$12.1K +1,047 +10%
ProShare Advisors
152
ProShare Advisors
Maryland
$122K +$122K +10,611 New
WSC
153
Wellington Shields & Co
New York
$115K
VI
154
Vestcor Inc
New Brunswick, Canada
$108K
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$98K -$470K -40,765 -83%
VanEck Associates
156
VanEck Associates
New York
$80K +$35.6K +3,091 +80%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$71.9K +$3.94K +342 +6%
KBC Group
158
KBC Group
Belgium
$62K
AIP
159
Ameritas Investment Partners
Nebraska
$59.9K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$51.7K -$1.67K -145 -3%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$35K +$35.1K +3,045 New
HIA
162
Harbor Investment Advisory
Maryland
$32.8K +$8.51K +738 +35%
QCG
163
Quadrant Capital Group
Ohio
$32K +$21.1K +1,828 +191%
QL
164
Quarry LP
New York
$27.9K +$28K +2,426 New
CFB
165
Cullen/Frost Bankers
Texas
$23K
TRCT
166
Tower Research Capital (TRC)
New York
$16K -$43.3K -3,759 -73%
S
167
SignatureFD
Georgia
$14.1K +$645 +56 +5%
BAM
168
Belpointe Asset Management
Nevada
$13.9K +$13.9K +1,205 New
US Bancorp
169
US Bancorp
Minnesota
$13K +$3.58K +311 +38%
Bessemer Group
170
Bessemer Group
New Jersey
$12K
AWM
171
Avior Wealth Management
Nebraska
$11.5K
TWD
172
True Wealth Design
Ohio
$10.1K +$10.1K +880 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.17K +709 +746%
MTIC
174
Missouri Trust & Investment Company
Missouri
$6K
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$5.92K +$5.93K +515 New

AHRT Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2022, worth a combined $681M — up 11% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AHRT and 23 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 75 added.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $8.05M. The largest seller was Crawford Investment Counsel, cutting an estimated $5.91M.

  • 195 institutional investors held AH Realty Trust (AHRT) as of Q4 2022, down from 198 in Q3 2022.
  • Funds reported $681M of AH Realty Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 23 funds opened new AH Realty Trust positions in Q4 2022 and 25 closed out, a net change of -2 holders.
  • The largest AH Realty Trust buyer in Q4 2022 was Mesirow Institutional Investment Management, an estimated $8.05M added.
  • The largest AH Realty Trust seller in Q4 2022 was Crawford Investment Counsel, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2022.