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AHRT

AH Realty Trust

223 hedge funds and large institutions have $419M invested in AH Realty Trust in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

1% less capital invested

Capital invested by funds: $422M → $419M (-$2.72M)

9% less call options, than puts

Call options by funds: $633K | Put options by funds: $698K

2% less funds holding

Funds holding: 227223 (-4)

2.03% less ownership

Funds ownership: 76.58%74.55% (-2%)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

Holders
223
Holders Change
-4
Holders Change %
-1.76%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
77
Reduced
76
Closed
28
Calls
$633K
Puts
$698K
Net Calls
-$65K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$23.4K -$5.86K -827 -20%
QL
177
Quarry LP
New York
$20.1K -$11.6K -1,639 -36%
EWA
178
EverSource Wealth Advisors
Alabama
$19.3K -$213 -30 -1%
VCM
179
Versant Capital Management
Arizona
$19.2K +$4.93K +695 +34%
S
180
SignatureFD
Georgia
$17.3K +$9.74K +1,374 +126%
TWD
181
True Wealth Design
Ohio
$14.8K +$248 +35 +2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$12.3K +$716 +101 +6%
LFG
183
Larson Financial Group
Missouri
$12.2K -$213 -30 -2%
PS
184
Principal Securities
Iowa
$11.7K +$10.7K +1,504 +917%
RA
185
Rise Advisors
New York
$10.7K
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6K +$3.89K +549 +57%
EP
187
Essential Partners
California
$10.2K +$5.42K +765 +112%
GFM
188
GF Fund Management
China
$9.1K -$915 -129 -9%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$7.08K
BNP Paribas Asset Management
190
BNP Paribas Asset Management
France
$7K
HNB
191
Huntington National Bank
Ohio
$5.97K
SL
192
Salomon & Ludwin
Virginia
$5.9K +$5.99K +845 New
PA
193
Parallel Advisors
California
$5.85K +$2.42K +342 +69%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$411 +58 +8%
SAM
195
Smartleaf Asset Management
Massachusetts
$5.21K +$4.51K +636 +509%
GWM
196
Geneos Wealth Management
Colorado
$4.91K
IA
197
IFP Advisors
Florida
$4.56K -$28 -4 -0.6%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$4.45K +$489 +69 +12%
UB
199
UMB Bank
Missouri
$3.9K +$269 +38 +7%
MTIC
200
Missouri Trust & Investment Company
Missouri
$3.5K

AHRT Hedge Fund Activity: Q3 2025 in Review

223 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2025, worth a combined $419M — down 0.64% from $422M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AHRT and 25 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 77 added.

The largest buyer was Verition Fund Management, adding an estimated $5.35M. The largest seller was Balyasny Asset Management, cutting an estimated $8.56M.

  • 223 institutional investors held AH Realty Trust (AHRT) as of Q3 2025, down from 227 in Q2 2025.
  • Funds reported $419M of AH Realty Trust stock for Q3 2025, down 0.64% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q3 2025 and 28 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q3 2025 was Verition Fund Management, an estimated $5.35M added.
  • The largest AH Realty Trust seller in Q3 2025 was Balyasny Asset Management, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2025.