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AHRT

AH Realty Trust

223 hedge funds and large institutions have $482M invested in AH Realty Trust in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 222223 (+1)

6% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 81

8.35% less ownership

Funds ownership: 88.54%80.18% (-8.4%)

33% less capital invested

Capital invested by funds: $723M → $482M (-$241M)

65% less call options, than puts

Call options by funds: $557K | Put options by funds: $1.57M

Holders
223
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
76
Reduced
81
Closed
31
Calls
$557K
Puts
$1.57M
Net Calls
-$1.01M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$7.5K
GI
202
GAMMA Investing
California
$5.54K -$7.67K -844 -53%
LC
203
Lindbrook Capital
California
$4.39K +$445 +49 +9%
CCM
204
Chilton Capital Management
Texas
$4.05K
MTIC
205
Missouri Trust & Investment Company
Missouri
$3.75K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$3.73K -$24.9K -2,743 -85%
SW
207
SVB Wealth
Massachusetts
$3.16K +$3.82K +421 New
BIG
208
Brooklyn Investment Group
New York
$3.02K +$3.64K +401 +40,100%
FFWM
209
Future Financial Wealth Management
Ohio
$3K
EWA
210
EverSource Wealth Advisors
Alabama
$1.79K +$427 +47 +24%
SAM
211
Smartleaf Asset Management
Massachusetts
$1.49K -$2.99K -329 -62%
AF
212
Allworth Financial
California
$1.42K +$600 +66 +46%
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$6.79K -747 -81%
GWM
214
Geneos Wealth Management
Colorado
$1.1K +$890 +98 +200%
RIL
215
Rothschild Investment LLC
Illinois
$789 -$500 -55 -34%
CIAM
216
Caitong International Asset Management
Hong Kong
$548 +$663 +73 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$338
HNB
218
Huntington National Bank
Ohio
$271 -$4.62K -509 -93%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$233 +$282 +31 New
FFA
220
Farther Finance Advisors
California
$223
DF
221
Dunhill Financial
United Kingdom
$34
AF
222
Advisornet Financial
Minnesota
$9 +$9 +1 New
KAS
223
Kestra Advisory Services
Texas
-$10.5M -1,026,803 Closed
Alyeska Investment Group
224
Alyeska Investment Group
Illinois
-$8.7M -850,100 Closed
First Eagle Investment Management
225
First Eagle Investment Management
New York
-$6.99M -683,736 Closed

AHRT Hedge Fund Activity: Q1 2025 in Review

223 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2025, worth a combined $482M — down 33% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 31 closed out — a net gain of 3 holders — while 76 added to existing stakes and 81 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $6.88M. The largest seller was Macquarie Group, cutting an estimated $19M.

  • 223 institutional investors held AH Realty Trust (AHRT) as of Q1 2025, up from 222 in Q4 2024.
  • Funds reported $482M of AH Realty Trust stock for Q1 2025, down 33% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest AH Realty Trust buyer in Q1 2025 was Balyasny Asset Management, an estimated $6.88M added.
  • The largest AH Realty Trust seller in Q1 2025 was Macquarie Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2025.