We are live on ! Find out more
AHRT

AH Realty Trust

201 hedge funds and large institutions have $628M invested in AH Realty Trust in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $954K | Put options by funds: $589K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $581M → $628M (+$46.4M)

5% more funds holding

Funds holding: 191201 (+10)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.69% more ownership

Funds ownership: 84.66%85.35% (+0.69%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
69
Reduced
68
Closed
21
Calls
$954K
Puts
$589K
Net Calls
+$365K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$11K
TWD
177
True Wealth Design
Ohio
$10.8K +$218 +20 +2%
CFM
178
Catalyst Funds Management
Australia
$9.98K +$9.82K +900 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$9K +$873 +80 +11%
PFC
180
Phocas Financial Corp
California
$7.89K -$305K -27,971 -4%
LC
181
Lindbrook Capital
California
$7.73K +$7.61K +697 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$7.43K +$4.61K +422 +170%
GI
183
GAMMA Investing
California
$6.18K +$2.36K +216 +63%
CCM
184
Chilton Capital Management
Texas
$5.98K -$7.1K -651 -55%
MTIC
185
Missouri Trust & Investment Company
Missouri
$5.54K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$4.26K +$338 +31 +9%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$2.79K +$2.75K +252 New
SAM
188
Smartleaf Asset Management
Massachusetts
$2.63K +$2.61K +239 New
AF
189
Allworth Financial
California
$2.18K +$644 +59 +46%
EWA
190
EverSource Wealth Advisors
Alabama
$2.16K
SC
191
Stephens Consulting
Michigan
$999 +$982 +90 New
FFA
192
Frazier Financial Advisors
Ohio
$976
UB
193
UMB Bank
Missouri
$810 +$273 +25 +52%
RIL
194
Rothschild Investment LLC
Illinois
$610 +$437 +40 +267%
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$499
HNB
196
Huntington National Bank
Ohio
$399 +$382 +35 +3,500%
FFA
197
Farther Finance Advisors
California
$329
VCM
198
Versant Capital Management
Arizona
$322
ECM
199
Everence Capital Management
Indiana
$131
CJ
200
Caitlin John
Michigan
$55

AHRT Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2024, worth a combined $628M — up 8% from $581M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 21 closed out — a net gain of 13 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $6.04M. The largest seller was Silvercrest Asset Management, cutting an estimated $5.14M.

  • 201 institutional investors held AH Realty Trust (AHRT) as of Q2 2024, up from 191 in Q1 2024.
  • Funds reported $628M of AH Realty Trust stock for Q2 2024, up 8% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q2 2024 and 21 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2024 was Clearstead Advisors, an estimated $6.04M added.
  • The largest AH Realty Trust seller in Q2 2024 was Silvercrest Asset Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.