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AHRT

AH Realty Trust

227 hedge funds and large institutions have $422M invested in AH Realty Trust in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 60 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 60

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

2% more funds holding

Funds holding: 223227 (+4)

3.6% less ownership

Funds ownership: 80.18%76.58% (-3.6%)

12% less capital invested

Capital invested by funds: $482M → $422M (-$59.6M)

18% less call options, than puts

Call options by funds: $446K | Put options by funds: $547K

Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
92
Reduced
60
Closed
36
Calls
$446K
Puts
$547K
Net Calls
-$101K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$5.85K +$5.67K +816 +2,267%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$5.24K +$4.06K +584 +326%
GWM
203
Geneos Wealth Management
Colorado
$4.81K +$3.84K +553 +376%
EP
204
Essential Partners
California
$4.71K +$4.76K +685 New
IA
205
IFP Advisors
Florida
$4.49K +$4.54K +654 New
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$3.89K +$486 +70 +14%
UB
207
UMB Bank
Missouri
$3.56K -$3.63K -523 -50%
MTIC
208
Missouri Trust & Investment Company
Missouri
$3.44K
PA
209
Parallel Advisors
California
$3.39K -$13K -1,877 -79%
FFWM
210
Future Financial Wealth Management
Ohio
$2.75K
AF
211
Allworth Financial
California
$2.17K +$736 +106 +51%
RIL
212
Rothschild Investment LLC
Illinois
$2.03K +$1.32K +190 +181%
C
213
Covestor
United Kingdom
$2K +$2.5K +360 New
CIAM
214
Caitong International Asset Management
Hong Kong
$1.66K +$1.17K +168 +230%
PS
215
Principal Securities
Iowa
$1.13K +$1.14K +164 New
MCM
216
MAI Capital Management
Ohio
$1.06K +$1.07K +154 New
CAL
217
Capital Advisors Ltd
Ohio
$1K +$528 +76 New
Bessemer Group
218
Bessemer Group
New Jersey
$1K +$1.16K +167 +371%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$894 +$688 +99 +319%
SAM
220
Smartleaf Asset Management
Massachusetts
$876 -$507 -73 -37%
TPWA
221
Twin Peaks Wealth Advisors
California
$736 +$715 +103 New
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$309
FFA
223
Farther Finance Advisors
California
$254 +$49 +7 +23%
CT
224
Clearstead Trust
Maine
$220 +$222 +32 New
SC
225
SouthState Corp
Florida
$207 +$208 +30 New

AHRT Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2025, worth a combined $422M — down 12% from $482M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AHRT positions and 36 closed out — a net gain of 5 holders — while 92 added to existing stakes and 60 trimmed.

The largest buyer was Brown Advisory, adding an estimated $7.53M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 227 institutional investors held AH Realty Trust (AHRT) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $422M of AH Realty Trust stock for Q2 2025, down 12% quarter-over-quarter.
  • 41 funds opened new AH Realty Trust positions in Q2 2025 and 36 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q2 2025 was Brown Advisory, an estimated $7.53M added.
  • The largest AH Realty Trust seller in Q2 2025 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2025.