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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
LC
201
Lindbrook Capital
California
$5.47K -$2.38K -219 -29%
SAM
202
Smartleaf Asset Management
Massachusetts
$5.31K -$522 -48 -8%
MTIC
203
Missouri Trust & Investment Company
Missouri
$5.12K
VCM
204
Versant Capital Management
Arizona
$4.95K +$4.95K +455 +1,569%
FFWM
205
Future Financial Wealth Management
Ohio
$4.09K
ACM
206
Aster Capital Management
United Arab Emirates
$3.29K +$3.5K +322 New
SWM
207
Shakespeare Wealth Management
Wisconsin
$3.09K +$3.28K +302 New
Bessemer Group
208
Bessemer Group
New Jersey
$2K
Simplex Trading
209
Simplex Trading
Illinois
$2K +$2.73K +251 New
EWA
210
EverSource Wealth Advisors
Alabama
$1.96K +$109 +10 +5%
UB
211
UMB Bank
Missouri
$1.73K
RIL
212
Rothschild Investment LLC
Illinois
$1.64K +$489 +45 +39%
AF
213
Allworth Financial
California
$1.39K -$489 -45 -24%
NC
214
NewSquare Capital
Pennsylvania
$1.35K +$1.44K +132 New
CSWM
215
Cassady Schiller Wealth Management
Ohio
$593 +$631 +58 New
GWM
216
Geneos Wealth Management
Colorado
$501
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$460
FFA
218
Farther Finance Advisors
California
$307
DF
219
Dunhill Financial
United Kingdom
$47
IA
220
IFP Advisors
Florida
$20 +$22 +2 New
BIG
221
Brooklyn Investment Group
New York
$11 +$11 +1 New
Citadel Advisors
222
Citadel Advisors
Florida
-$15M -1,383,614 Closed
VC
223
Vision Capital
Ontario, Canada
-$11.9M -1,100,000 Closed
CC
224
Conversant Capital
New Jersey
-$4.55M -420,000 Closed
HCM
225
HGI Capital Management
New York
-$2.71M -250,000 Closed

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.