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AHRT

AH Realty Trust
AHRT

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: 198 → 195 (-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

Top Buyers

1
MIIM
Mesirow Institutional Investment Management
Illinois
+$8.05M
2
BlackRock
BlackRock
New York
+$2.55M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.86M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.53M
5
State Street
State Street
Massachusetts
+$1.43M

Top Sellers

1
CIC
Crawford Investment Counsel
Georgia
-$5.91M
2
Millennium Management
Millennium Management
New York
-$3.46M
3
CCM
Chilton Capital Management
Texas
-$2.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.09M
5
KCM
Kennedy Capital Management
Missouri
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
176
Lindbrook Capital
California
$5.82K – – –
OIA
177
Optimum Investment Advisors
Illinois
$4.6K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$4.6K +$4.61K +400 New
AWM
179
Accurate Wealth Management
Florida
$4.32K +$4.3K +373 New
CFGS
180
Concourse Financial Group Securities
Alabama
$2.99K – – –
AF
181
Allworth Financial
California
$2.92K +$2.93K +254 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$2.61K – – –
MCC
183
Money Concepts Capital
Florida
$1.84K +$1.84K +160 New
HNB
184
Huntington National Bank
Ohio
$714 +$703 +61 +6,100%
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$518 – – –
SWA
186
Sutton Wealth Advisors
Florida
$495 -$9.62K -835 -95%
EI
187
Ellevest Inc
New York
$357 – – –
VCM
188
Versant Capital Management
Arizona
$334 – – –
FFA
189
Farther Finance Advisors
California
$288 +$288 +25 New
GRP
190
Global Retirement Partners
California
$265 – – –
MYAM
191
Meiji Yasuda Asset Management
Japan
$217 – – –
ECM
192
Everence Capital Management
Indiana
$143 – – –
KCM
193
Kennedy Capital Management
Missouri
– -$1.92M -185,327 Closed
CSS
194
Cubist Systematic Strategies
Connecticut
– -$867K -83,539 Closed
Two Sigma Investments
195
Two Sigma Investments
New York
– -$795K -76,601 Closed
HIM
196
Hillsdale Investment Management
Ontario, Canada
– -$653K -62,900 Closed
BCI
197
Brinker Capital Investments
Pennsylvania
– -$500K -48,164 Closed
Tudor Investment Corp
198
Tudor Investment Corp
Connecticut
– -$283K -27,243 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
– -$270K -23,471 Closed
SFI
200
Susquehanna Fundamental Investments
Pennsylvania
– -$232K -22,390 Closed
5 6 7
8
9

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.