AH Realty Trust
AHRT
194 hedge funds and large institutions have $712M invested in AH Realty Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 82 increasing their positions, 56 reducing their positions, and 17 closing their positions.
81% more call options, than puts
Call options by funds: $955K | Put options by funds: $528K
46% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 56
1.48% more ownership
Funds ownership: 87.4% → 88.87% (+1.5%)
5% more capital invested
Capital invested by funds: $681M → $712M (+$30.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
1% less funds holding
Funds holding: 195 → 194 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$7.12M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$2.16M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$1.59M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.52M |
| 5 |
Morgan Stanley
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.89M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.56M |
| 3 |
BlackRock
New York
|
-$2.51M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.46M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
201
Pensionfund Sabic
Sittard,
Netherlands
| – | -$151K | -13,101 | Closed |
|
|
PFO
202
Pathstone Family Office
Englewood,
New Jersey
| – | -$144K | -12,490 | Closed |
|
203
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$135K | -11,699 | Closed |
|
|
PAS
204
Park Avenue Securities
New York
| – | -$133K | -11,565 | Closed |
|
205
ProShare Advisors
Bethesda,
Maryland
| – | -$122K | -10,611 | Closed |
|
206
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.6K | -400 | Closed |
|
|
AWM
207
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$4.32K | -373 | Closed |
|
|
MCC
208
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$1.84K | -160 | Closed |
|
|
SWA
209
Sutton Wealth Advisors
Tampa,
Florida
| – | -$495 | -43 | Closed |
|
|
C
210
Covestor
London,
United Kingdom
| – | +$49 | +4 | +200% |
|
AHRT Hedge Fund Activity: Q1 2023 in Review
194 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2023, worth a combined $712M — up 4.5% from $681M a quarter earlier.
Fund positioning in AHRT was balanced in Q1 2023: 17 funds opened new positions, 17 closed out, 82 added to existing stakes and 56 trimmed.
The largest buyer was Millennium Management, adding an estimated $7.12M. The largest seller was Invesco, cutting an estimated $2.89M.
- 194 institutional investors held AH Realty Trust (AHRT) as of Q1 2023, down from 195 in Q4 2022.
- Funds reported $712M of AH Realty Trust stock for Q1 2023, up 4.5% quarter-over-quarter.
- 17 funds opened new AH Realty Trust positions in Q1 2023 and 17 closed out, a net change of 0 holders.
- The largest AH Realty Trust buyer in Q1 2023 was Millennium Management, an estimated $7.12M added.
- The largest AH Realty Trust seller in Q1 2023 was Invesco, an estimated $2.89M sold.
Based on aggregated 13F filings for Q1 2023.