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AHRT

AH Realty Trust

188 hedge funds and large institutions have $606M invested in AH Realty Trust in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $644K | Put options by funds: $343K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 185188 (+3)

1.77% less ownership

Funds ownership: 88.52%86.75% (-1.8%)

14% less capital invested

Capital invested by funds: $703M → $606M (-$97.3M)

26% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 81

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
+3
Holders Change %
+1.62%
% of All Funds
2.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
60
Reduced
81
Closed
14
Calls
$644K
Puts
$343K
Net Calls
+$301K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$6.8K -$5.41K -466 -41%
LC
177
Lindbrook Capital
California
$6.47K +$1.46K +126 +25%
MTIC
178
Missouri Trust & Investment Company
Missouri
$5.12K
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$4.07K -$1.86K -160 -29%
AF
180
Allworth Financial
California
$3.92K +$1.5K +129 +51%
HNB
181
Huntington National Bank
Ohio
$3.81K -$10.3K -886 -70%
CFGS
182
Concourse Financial Group Securities
Alabama
$2.33K -$383 -33 -13%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$2.33K
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$461
CP
185
Castleview Partners
Texas
$379 -$383 -33 -47%
VCM
186
Versant Capital Management
Arizona
$297
FFA
187
Farther Finance Advisors
California
$256
ECM
188
Everence Capital Management
Indiana
$127
GCP
189
GSA Capital Partners
United Kingdom
-$752K -64,426 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$332K -28,432 Closed
VIA
191
Vident Investment Advisory
Georgia
-$282K -24,104 Closed
FRM
192
Fox Run Management
Connecticut
-$248K -21,273 Closed
RWM
193
Ritholtz Wealth Management
New York
-$199K -17,056 Closed
SIA
194
Schechter Investment Advisors
Michigan
-$169K -14,500 Closed
API
195
Advisor Partners II
California
-$121K -10,388 Closed
Truist Financial
196
Truist Financial
North Carolina
-$118K -10,120 Closed
HIA
197
Harbor Investment Advisory
Maryland
-$33.3K -2,848 Closed
SOW
198
State of Wyoming
Wyoming
-$27.5K -2,358 Closed
KFI
199
Key Financial Inc
Pennsylvania
-$3.73K -319 Closed
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
-$1.25K -107 Closed

AHRT Hedge Fund Activity: Q3 2023 in Review

188 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2023, worth a combined $606M — down 14% from $703M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AHRT positions and 14 closed out — a net gain of 4 holders — while 60 added to existing stakes and 81 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $2.73M. The largest seller was BlackRock, cutting an estimated $5.86M.

  • 188 institutional investors held AH Realty Trust (AHRT) as of Q3 2023, up from 185 in Q2 2023.
  • Funds reported $606M of AH Realty Trust stock for Q3 2023, down 14% quarter-over-quarter.
  • 18 funds opened new AH Realty Trust positions in Q3 2023 and 14 closed out, a net change of +4 holders.
  • The largest AH Realty Trust buyer in Q3 2023 was First Eagle Investment Management, an estimated $2.73M added.
  • The largest AH Realty Trust seller in Q3 2023 was BlackRock, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2023.