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AHRT

AH Realty Trust
AHRT

172 hedge funds and large institutions have $536M invested in AH Realty Trust in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

4% more funds holding

Funds holding: 166 → 172 (+6)

2% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 63

3.62% less ownership

Funds ownership: 91.91% → 88.29% (-3.6%)

43% less capital invested

Capital invested by funds: $935M → $536M (-$400M)

79% less call options, than puts

Call options by funds: $6K | Put options by funds: $28K

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
62
Reduced
63
Closed
20
Calls
$6K
Puts
$28K
Net Calls
-$22K
Net Calls Change
+$62K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$6.36M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.74M
3
Macquarie Group
Macquarie Group
Australia
+$3.57M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.73M
5
Millennium Management
Millennium Management
New York
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13M
2
N
Nuveen
North Carolina
-$11.3M
3
Prudential Financial
Prudential Financial
New Jersey
-$4.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$3.64M
5
VEA
Virtus ETF Advisers
New York
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
176
Prelude Capital Management
New York
– -$1.35M -73,419 Closed
OAM
177
Oxford Asset Management
United Kingdom
– -$1.33M -72,572 Closed
Stifel Financial
178
Stifel Financial
Missouri
– -$856K -46,549 Closed
OMC
179
Old Mission Capital
Illinois
– -$283K -15,400 Closed
ECM
180
ExodusPoint Capital Management
New York
– -$199K -10,818 Closed
22CM
181
20/20 Capital Management
California
– -$187K -10,012 Closed
FC
182
FORA Capital
Florida
– -$93K -5,078 Closed
IUHSA
183
Itau Unibanco Holding S.A.
Brazil
– -$79K -4,309 Closed
Simplex Trading
184
Simplex Trading
Illinois
– -$66.9K -4,130 Closed
CWA
185
Capital Wealth Alliance
Arizona
– -$18K -1,000 Closed
CCM
186
Covington Capital Management
California
– -$18K -956 Closed
Lazard Asset Management
187
Lazard Asset Management
New York
– -$13K -735 Closed
SFM
188
Systematic Financial Management
New Jersey
– -$11K -582 Closed
PHK
189
Point72 Hong Kong
Hong Kong
– -$6K -343 Closed
GWM
190
Geneos Wealth Management
Colorado
– -$1K -100 Closed
BUB
191
BBVA USA Bancshares
Texas
– -$1K -80 Closed
US Bancorp
192
US Bancorp
Minnesota
– -$1K -66 Closed
4 5 6 7
8

AHRT Hedge Fund Activity: Q1 2020 in Review

172 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2020, worth a combined $536M — down 43% from $935M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AHRT positions and 20 closed out — a net gain of 8 holders — while 62 added to existing stakes and 63 trimmed.

The largest buyer was State Street, adding an estimated $6.36M. The largest seller was Morgan Stanley, cutting an estimated $13M.

  • 172 institutional investors held AH Realty Trust (AHRT) as of Q1 2020, up from 166 in Q4 2019.
  • Funds reported $536M of AH Realty Trust stock for Q1 2020, down 43% quarter-over-quarter.
  • 28 funds opened new AH Realty Trust positions in Q1 2020 and 20 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2020 was State Street, an estimated $6.36M added.
  • The largest AH Realty Trust seller in Q1 2020 was Morgan Stanley, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2020.