We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

227 hedge funds and large institutions have $731M invested in AH Realty Trust in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

55% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $628M → $731M (+$103M)

13% more funds holding

Funds holding: 201 → 227 (+26)

1.76% more ownership

Funds ownership: 85.35% → 87.11% (+1.8%)

1% more call options, than puts

Call options by funds: $862K | Put options by funds: $855K

Holders
227
Holders Change
+26
Holders Change %
+12.94%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
90
Reduced
58
Closed
16
Calls
$862K
Puts
$855K
Net Calls
+$7K
Net Calls Change
-$358K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$12.9M
3
VC
Vision Capital
Ontario, Canada
+$12.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
+$11.3M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.27M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.53M
3
Morgan Stanley
Morgan Stanley
New York
-$2.07M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.74M
5
CCM
Cox Capital Management
Massachusetts
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
151
LPL Financial
California
$205K -$49.2K -4,209 -18%
CCIA
152
Campbell & Co Investment Adviser
Maryland
$202K -$305K -26,124 -58%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$198K +$213K +18,240 New
WVP
154
Worth Venture Partners
New Jersey
$193K +$208K +17,800 New
MGP
155
M&G plc
United Kingdom
$188K +$199K +17,066 New
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$173K -$4.67K -400 -2%
BHCM
157
Brevan Howard Capital Management
Jersey
$172K -$40.3K -3,452 -18%
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$171K – – –
II
159
IFM Investors
Australia
$165K – – –
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$160K +$11.7K +1,003 +7%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$160K – – –
ProShare Advisors
162
ProShare Advisors
Maryland
$150K +$40.8K +3,495 +34%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$150K +$15.4K +1,322 +11%
Cerity Partners
164
Cerity Partners
New York
$149K +$161K +13,764 New
Victory Capital Management
165
Victory Capital Management
Texas
$138K -$549 -47 -0.4%
SO
166
STRS Ohio
Ohio
$131K – – –
Mariner
167
Mariner
Kansas
$131K +$6.7K +573 +5%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$130K -$428K -36,649 -75%
FTDI
169
First Trust Direct Indexing
Massachusetts
$128K +$2.51K +215 +2%
VanEck Associates
170
VanEck Associates
New York
$126K +$14.6K +1,251 +12%
BEAM
171
Baker Ellis Asset Management
Washington
$121K -$4.67K -400 -3%
Pathstone Holdings
172
Pathstone Holdings
New Jersey
$117K -$5.71K -489 -4%
First Trust Advisors
173
First Trust Advisors
Illinois
$114K +$124K +10,570 New
IC
174
IEQ Capital
California
$113K +$122K +10,431 New
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$113K +$1.55K +133 +1%
5 6
7
8 9

AHRT Hedge Fund Activity: Q3 2024 in Review

227 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2024, worth a combined $731M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AHRT positions and 16 closed out — a net gain of 26 holders — while 90 added to existing stakes and 58 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.8M. The largest seller was Allspring Global Investments, cutting an estimated $3.27M.

  • 227 institutional investors held AH Realty Trust (AHRT) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $731M of AH Realty Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 42 funds opened new AH Realty Trust positions in Q3 2024 and 16 closed out, a net change of +26 holders.
  • The largest AH Realty Trust buyer in Q3 2024 was Citadel Advisors, an estimated $15.8M added.
  • The largest AH Realty Trust seller in Q3 2024 was Allspring Global Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2024.