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AHRT

AH Realty Trust

191 hedge funds and large institutions have $581M invested in AH Realty Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

4% more funds holding

Funds holding: 184191 (+7)

8% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 66

3.34% less ownership

Funds ownership: 88%84.66% (-3.3%)

21% less capital invested

Capital invested by funds: $735M → $581M (-$153M)

48% less call options, than puts

Call options by funds: $917K | Put options by funds: $1.77M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
71
Reduced
66
Closed
18
Calls
$917K
Puts
$1.77M
Net Calls
-$850K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$3.55K +$374 +33 +11%
OPTFSNA
177
Old Point Trust & Financial Services N A
Virginia
$2.6K +$2.83K +250 New
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$2.58K +$45 +4 +2%
EWA
179
EverSource Wealth Advisors
Alabama
$1.92K +$544 +48 +36%
AF
180
Allworth Financial
California
$1.34K
C
181
Covestor
United Kingdom
$1K +$612 +54 +5,400%
FFA
182
Frazier Financial Advisors
Ohio
$916
UB
183
UMB Bank
Missouri
$499 +$544 +48 New
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$468
FFA
185
Farther Finance Advisors
California
$308
VCM
186
Versant Capital Management
Arizona
$302
PA
187
Parallel Advisors
California
$281 +$306 +27 New
RIL
188
Rothschild Investment LLC
Illinois
$156 +$170 +15 New
ECM
189
Everence Capital Management
Indiana
$129
CJ
190
Caitlin John
Michigan
$52 -$49.2K -4,335 -100%
HNB
191
Huntington National Bank
Ohio
$10 -$1.07K -94 -99%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
-$1.24M -100,103 Closed
CIC
193
Cornercap Investment Counsel
Georgia
-$805K -65,064 Closed
SG Americas Securities
194
SG Americas Securities
New York
-$560K -45,285 Closed
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
-$522K -42,191 Closed
Jane Street
196
Jane Street
New York
-$437K -35,305 Closed
FM
197
Foster & Motley
Ohio
-$418K -33,828 Closed
DTL
198
Dynamic Technology Lab
Singapore
-$409K -33,048 Closed
ZIM
199
Zacks Investment Management
Illinois
-$395K -31,916 Closed
NYLIM
200
New York Life Investment Management
New York
-$365K -29,470 Closed

AHRT Hedge Fund Activity: Q1 2024 in Review

191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2024, worth a combined $581M — down 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AHRT positions and 18 closed out — a net gain of 8 holders — while 71 added to existing stakes and 66 trimmed.

The largest buyer was Franklin Resources, adding an estimated $15.6M. The largest seller was AllianceBernstein, cutting an estimated $10.9M.

  • 191 institutional investors held AH Realty Trust (AHRT) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $581M of AH Realty Trust stock for Q1 2024, down 21% quarter-over-quarter.
  • 26 funds opened new AH Realty Trust positions in Q1 2024 and 18 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q1 2024 was Franklin Resources, an estimated $15.6M added.
  • The largest AH Realty Trust seller in Q1 2024 was AllianceBernstein, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2024.