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AHRT

AH Realty Trust
AHRT

227 hedge funds and large institutions have $731M invested in AH Realty Trust in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

55% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $628M → $731M (+$103M)

13% more funds holding

Funds holding: 201 → 227 (+26)

1.76% more ownership

Funds ownership: 85.35% → 87.11% (+1.8%)

1% more call options, than puts

Call options by funds: $862K | Put options by funds: $855K

Holders
227
Holders Change
+26
Holders Change %
+12.94%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
90
Reduced
58
Closed
16
Calls
$862K
Puts
$855K
Net Calls
+$7K
Net Calls Change
-$358K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$12.9M
3
VC
Vision Capital
Ontario, Canada
+$12.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
+$11.3M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.27M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.53M
3
Morgan Stanley
Morgan Stanley
New York
-$2.07M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.74M
5
CCM
Cox Capital Management
Massachusetts
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
176
Allspring Global Investments
North Carolina
$112K -$3.27M -279,986 -96%
NAM
177
Nissay Asset Management
Japan
$111K +$120K +10,239 New
MOACM
178
Mutual of America Capital Management
New York
$111K -$9.54K -816 -7%
WSC
179
Wellington Shields & Co
New York
$108K – – –
VI
180
Versor Investments
New York
$108K +$117K +10,000 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$106K +$32.4K +2,770 +39%
SOW
182
State of Wyoming
Wyoming
$99.1K +$107K +9,149 New
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$92K – – –
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$91K +$24.9K +2,134 +34%
Ohio Public Employees Retirement System (OPERS)
185
Ohio Public Employees Retirement System (OPERS)
Ohio
$85.8K – – –
QCG
186
Quadrant Capital Group
Ohio
$77.2K -$1.2K -103 -1%
AIP
187
Ameritas Investment Partners
Nebraska
$72.5K – – –
DB
188
Danske Bank
Denmark
$70.4K +$39.7K +3,400 +110%
Fidelity International
189
Fidelity International
Bermuda
$67.1K -$72.5K -6,203 -50%
KBC Group
190
KBC Group
Belgium
$53K +$22.9K +1,962 +66%
Osaic Holdings
191
Osaic Holdings
Arizona
$48K +$26.9K +2,300 +108%
QL
192
Quarry LP
New York
$41.2K -$24K -2,056 -35%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$36.8K +$35.2K +3,010 +784%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$28.4K +$7.93K +679 +35%
SPIA
195
Steward Partners Investment Advisory
New York
$27.1K – – –
LFA
196
LGT Financial Advisors
Texas
$15.5K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.59K +393 +47%
S
198
SignatureFD
Georgia
$12.7K – – –
AWM
199
Avior Wealth Management
Nebraska
$11.5K +$129 +11 +1%
Jones Financial Companies
200
Jones Financial Companies
Missouri
$10.9K +$11.7K +1,000 New
6 7
8
9 10

AHRT Hedge Fund Activity: Q3 2024 in Review

227 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2024, worth a combined $731M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AHRT positions and 16 closed out — a net gain of 26 holders — while 90 added to existing stakes and 58 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.8M. The largest seller was Allspring Global Investments, cutting an estimated $3.27M.

  • 227 institutional investors held AH Realty Trust (AHRT) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $731M of AH Realty Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 42 funds opened new AH Realty Trust positions in Q3 2024 and 16 closed out, a net change of +26 holders.
  • The largest AH Realty Trust buyer in Q3 2024 was Citadel Advisors, an estimated $15.8M added.
  • The largest AH Realty Trust seller in Q3 2024 was Allspring Global Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2024.