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AHRT

AH Realty Trust

222 hedge funds and large institutions have $723M invested in AH Realty Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 53

1.42% more ownership

Funds ownership: 87.11%88.54% (+1.4%)

1% less capital invested

Capital invested by funds: $731M → $723M (-$8.52M)

2% less funds holding

Funds holding: 227222 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

64% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.07M

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
109
Reduced
53
Closed
35
Calls
$379K
Puts
$1.07M
Net Calls
-$688K
Net Calls Change
-$695K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$100K -$250 -23 -0.2%
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$97K +$11.3K +1,035 +12%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$87K
AIP
179
Ameritas Investment Partners
Nebraska
$84.4K +$16.9K +1,551 +23%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.1K
KBC Group
181
KBC Group
Belgium
$50K
SPIA
182
Steward Partners Investment Advisory
New York
$46K +$21.7K +2,000 +80%
Osaic Holdings
183
Osaic Holdings
Arizona
$44.9K -$435 -40 -0.9%
QCG
184
Quadrant Capital Group
Ohio
$37.5K -$37.6K -3,457 -49%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$33.1K -$1.69K -155 -5%
Creative Planning
186
Creative Planning
Kansas
$27.2K +$28.9K +2,662 New
SCM
187
Sterling Capital Management
North Carolina
$23.6K +$22.8K +2,093 +960%
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
$22.4K -$4.12K -379 -15%
GI
189
GAMMA Investing
California
$16.2K +$9.42K +866 +121%
GFM
190
GF Fund Management
China
$14.7K +$15.6K +1,437 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$14K +$1.3K +120 +10%
S
192
SignatureFD
Georgia
$12K
FIA
193
FNY Investment Advisers
New York
$11K +$12K +1,100 New
AWM
194
Avior Wealth Management
Nebraska
$11K +$109 +10 +0.9%
TWD
195
True Wealth Design
Ohio
$10.4K +$196 +18 +2%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$10.2K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$9.47K +$2.12K +195 +27%
CAL
198
Capital Analysts LLC
Pennsylvania
$7K +$98 +9 +1%
HNB
199
Huntington National Bank
Ohio
$5.58K -$304 -28 -5%
CCM
200
Chilton Capital Management
Texas
$5.51K

AHRT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2024, worth a combined $723M — down 1.2% from $731M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AHRT and 31 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $20.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15M sold.

  • 222 institutional investors held AH Realty Trust (AHRT) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $723M of AH Realty Trust stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 31 funds opened new AH Realty Trust positions in Q4 2024 and 35 closed out, a net change of -4 holders.
  • The largest AH Realty Trust buyer in Q4 2024 was BlackRock, an estimated $20.7M added.
  • The largest AH Realty Trust seller in Q4 2024 was Citadel Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2024.