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AHRT

AH Realty Trust

194 hedge funds and large institutions have $712M invested in AH Realty Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $955K | Put options by funds: $528K

46% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 56

1.48% more ownership

Funds ownership: 87.4%88.87% (+1.5%)

5% more capital invested

Capital invested by funds: $681M → $712M (+$30.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 195194 (-1)

Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
82
Reduced
56
Closed
17
Calls
$955K
Puts
$528K
Net Calls
+$427K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K +$270 +22 +3%
BAM
177
Belpointe Asset Management
Nevada
$9.98K -$4.42K -360 -30%
HNB
178
Huntington National Bank
Ohio
$8.57K +$8.16K +664 +1,071%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$6.08K
LC
180
Lindbrook Capital
California
$5.98K
MTIC
181
Missouri Trust & Investment Company
Missouri
$5.91K
OIA
182
Optimum Investment Advisors
Illinois
$4.72K
CFGS
183
Concourse Financial Group Securities
Alabama
$3.07K
AF
184
Allworth Financial
California
$3K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$2.68K
EI
186
Ellevest Inc
New York
$791 +$442 +36 +116%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$531
CP
188
Castleview Partners
Texas
$520 +$540 +44 New
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$425
VCM
190
Versant Capital Management
Arizona
$335
FFA
191
Farther Finance Advisors
California
$295
GRP
192
Global Retirement Partners
California
$269
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$213 +$221 +18 New
ECM
194
Everence Capital Management
Indiana
$147
DTL
195
Dynamic Technology Lab
Singapore
-$316K -27,478 Closed
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
-$293K -25,503 Closed
WIM
197
Warwick Investment Management
Texas
-$271K -23,587 Closed
MGIM
198
M&G Investment Management
United Kingdom
-$241K -20,092 Closed
TLP
199
Tri Locum Partners
New York
-$168K -14,573 Closed
BFM
200
Boothbay Fund Management
New York
-$156K -13,600 Closed

AHRT Hedge Fund Activity: Q1 2023 in Review

194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2023, worth a combined $712M — up 4.5% from $681M a quarter earlier.

Fund positioning in AHRT was balanced in Q1 2023: 17 funds opened new positions, 17 closed out, 82 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.12M. The largest seller was Invesco, cutting an estimated $2.89M.

  • 194 institutional investors held AH Realty Trust (AHRT) as of Q1 2023, down from 195 in Q4 2022.
  • Funds reported $712M of AH Realty Trust stock for Q1 2023, up 4.5% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q1 2023 and 17 closed out, a net change of 0 holders.
  • The largest AH Realty Trust buyer in Q1 2023 was Millennium Management, an estimated $7.12M added.
  • The largest AH Realty Trust seller in Q1 2023 was Invesco, an estimated $2.89M sold.

Based on aggregated 13F filings for Q1 2023.