AH Realty Trust
AHRT
184 hedge funds and large institutions have $735M invested in AH Realty Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 21 closing their positions.
186% more call options, than puts
Call options by funds: $1.22M | Put options by funds: $425K
21% more capital invested
Capital invested by funds: $606M → $735M (+$129M)
1.25% more ownership
Funds ownership: 86.75% → 88% (+1.3%)
2% less funds holding
Funds holding: 188 → 184 (-4)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
39% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.85M |
| 2 |
BlackRock
New York
|
+$4.19M |
| 3 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
+$1.86M |
| 4 |
Man Group
London,
United Kingdom
|
+$1.84M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.5M |
| 2 |
Renaissance Technologies
New York
|
-$2.19M |
| 3 |
JP Morgan Chase
New York
|
-$1.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$855K |
| 5 |
Goldman Sachs
New York
|
-$855K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMBA
201
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$62.2K | -6,071 | Closed |
|
202
Simplex Trading
Chicago,
Illinois
| – | -$59.5K | -5,393 | Closed |
|
|
CSPIA
203
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$20.6K | -2,015 | Closed |
|
|
PFBT
204
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2.33K | -227 | Closed |
|
|
C
205
Covestor
London,
United Kingdom
| – | -$55 | -5 | -83% |
|
AHRT Hedge Fund Activity: Q4 2023 in Review
184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2023, worth a combined $735M — up 21% from $606M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AHRT and 18 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 53 added.
The largest buyer was Morgan Stanley, adding an estimated $7.85M. The largest seller was AllianceBernstein, cutting an estimated $4.5M.
- 184 institutional investors held AH Realty Trust (AHRT) as of Q4 2023, down from 188 in Q3 2023.
- Funds reported $735M of AH Realty Trust stock for Q4 2023, up 21% quarter-over-quarter.
- 18 funds opened new AH Realty Trust positions in Q4 2023 and 21 closed out, a net change of -3 holders.
- The largest AH Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $7.85M added.
- The largest AH Realty Trust seller in Q4 2023 was AllianceBernstein, an estimated $4.5M sold.
Based on aggregated 13F filings for Q4 2023.