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AHRT

AH Realty Trust

207 hedge funds and large institutions have $309M invested in AH Realty Trust in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 58 increasing their positions, 78 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 214207 (-7)

4.41% less ownership

Funds ownership: 74.24%69.83% (-4.4%)

22% less capital invested

Capital invested by funds: $395M → $309M (-$85.6M)

26% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 78

47% less call options, than puts

Call options by funds: $679K | Put options by funds: $1.29M

Holders
207
Holders Change
-7
Holders Change %
-3.27%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
47
Increased
58
Reduced
78
Closed
51
Calls
$679K
Puts
$1.29M
Net Calls
-$612K
Net Calls Change
-$321K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$9.01K +$10.9K +1,709 New
ETC
177
Exchange Traded Concepts
Oklahoma
$8.18K +$9.5K +1,487 New
TWD
178
True Wealth Design
Ohio
$7.54K -$1.58K -247 -15%
GFM
179
GF Fund Management
China
$6.75K -$645 -101 -8%
HNB
180
Huntington National Bank
Ohio
$5.75K +$1.07K +167 +19%
FC
181
Financial Consulate
Maryland
$5.5K -$421 -66 -6%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$4.38K +$4.36K +683 +599%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$4.19K +$1.74K +273 +51%
S
184
SignatureFD
Georgia
$4.01K -$6.67K -1,044 -59%
QCG
185
Quadrant Capital Group
Ohio
$3.83K -$20.2K -3,156 -82%
HFS
186
Hantz Financial Services
Michigan
$3K -$121K -19,015 -98%
MTIC
187
Missouri Trust & Investment Company
Missouri
$2.75K
Los Angeles Capital Management
188
Los Angeles Capital Management
California
$2.57K -$130K -20,415 -98%
IPS
189
Investors Portfolio Services
Washington
$2.55K +$2.54K +398 New
DB
190
Danske Bank
Denmark
$2.2K -$40.9K -6,400 -94%
GKIM
191
GW&K Investment Management
Massachusetts
$2K -$1.78M -278,698 -100%
RFP
192
Root Financial Partners
California
$1.66K +$1.92K +301 New
EP
193
Essential Partners
California
$1.15K -$1.29K -202 -49%
ASN
194
Advisory Services Network
Georgia
$1.02K +$1.18K +185 New
PWPS
195
Pinnacle Wealth Planning Services
Ohio
$891 -$13.4K -2,091 -93%
TPWA
196
Twin Peaks Wealth Advisors
California
$869 +$1.01K +158 New
HHCP
197
Hilton Head Capital Partners
South Carolina
$825 +$958 +150 New
Optiver Holding
198
Optiver Holding
Netherlands
$748 -$1.62K -254 -65%
MCM
199
MAI Capital Management
Ohio
$374 +$434 +68 New
RIL
200
Rothschild Investment LLC
Illinois
$237 -$779 -122 -74%

AHRT Hedge Fund Activity: Q1 2026 in Review

207 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2026, worth a combined $309M — down 22% from $395M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of AHRT and 47 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 58 added.

The largest buyer was Irenic Capital Management, opening a new position worth an estimated $22.3M. The largest seller was BlackRock, cutting an estimated $38.4M.

  • 207 institutional investors held AH Realty Trust (AHRT) as of Q1 2026, down from 214 in Q4 2025.
  • Funds reported $309M of AH Realty Trust stock for Q1 2026, down 22% quarter-over-quarter.
  • 47 funds opened new AH Realty Trust positions in Q1 2026 and 51 closed out, a net change of -4 holders.
  • The largest AH Realty Trust buyer in Q1 2026 was Irenic Capital Management, an estimated $22.3M added.
  • The largest AH Realty Trust seller in Q1 2026 was BlackRock, an estimated $38.4M sold.

Based on aggregated 13F filings for Q1 2026.