We are live on ! Find out more
AHRT

AH Realty Trust

191 hedge funds and large institutions have $581M invested in AH Realty Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 184191 (+7)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

3.34% less ownership

Funds ownership: 88%84.66% (-3.3%)

21% less capital invested

Capital invested by funds: $735M → $581M (-$153M)

48% less call options, than puts

Call options by funds: $917K | Put options by funds: $1.77M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
71
Reduced
66
Closed
18
Calls
$917K
Puts
$1.77M
Net Calls
-$850K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$55.4K -$7.18K -633 -11%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$54.5K +$11.1K +983 +23%
TRCT
153
Tower Research Capital (TRC)
New York
$46.6K -$184K -16,214 -78%
A
154
AlphaQuest
New York
$37.2K +$40.6K +3,576 New
KBC Group
155
KBC Group
Belgium
$31K
Federated Hermes
156
Federated Hermes
Pennsylvania
$26.9K -$2.32M -204,915 -99%
SPIA
157
Steward Partners Investment Advisory
New York
$26K +$17K +1,500 +150%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$17K -$949K -83,716 -98%
Osaic Holdings
159
Osaic Holdings
Arizona
$16.9K -$105K -9,292 -85%
LFA
160
LGT Financial Advisors
Texas
$14.9K +$5.67K +500 +54%
S
161
SignatureFD
Georgia
$13.1K
Simplex Trading
162
Simplex Trading
Illinois
$13K +$15.1K +1,330 New
CCM
163
Chilton Capital Management
Texas
$12.4K -$3.77M -332,070 -100%
QL
164
Quarry LP
New York
$11.2K -$13.2K -1,163 -52%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$11K -$208K -18,338 -95%
AWM
166
Avior Wealth Management
Nebraska
$11K +$261 +23 +2%
SIC
167
Salem Investment Counselors
North Carolina
$10.6K +$11.3K +1,000 New
Bessemer Group
168
Bessemer Group
New Jersey
$10K
TWD
169
True Wealth Design
Ohio
$9.95K +$159 +14 +1%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.43K +126 +20%
PFC
171
Phocas Financial Corp
California
$7.69K -$861K -75,916 -9%
MTIC
172
Missouri Trust & Investment Company
Missouri
$5.2K
FFO
173
Fortitude Family Office
Arizona
$4.48K +$4.89K +431 New
FFWM
174
Future Financial Wealth Management
Ohio
$4.16K +$4.54K +400 New
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$3.67K +$4K +353 New

AHRT Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2024, worth a combined $581M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AHRT positions and 18 closed out — a net gain of 8 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $10.9M.

  • 191 institutional investors held AH Realty Trust (AHRT) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $581M of AH Realty Trust stock for Q1 2024, down 21% quarter-over-quarter.
  • 26 funds opened new AH Realty Trust positions in Q1 2024 and 18 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2024 was Franklin Resources, an estimated $15.6M added.
  • The largest AH Realty Trust seller in Q1 2024 was AllianceBernstein, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.