We are live on ! Find out more
AHRT

AH Realty Trust

223 hedge funds and large institutions have $419M invested in AH Realty Trust in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

1% less capital invested

Capital invested by funds: $422M → $419M (-$2.72M)

9% less call options, than puts

Call options by funds: $633K | Put options by funds: $698K

2% less funds holding

Funds holding: 227223 (-4)

2.03% less ownership

Funds ownership: 76.58%74.55% (-2%)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

Holders
223
Holders Change
-4
Holders Change %
-1.76%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
77
Reduced
76
Closed
28
Calls
$633K
Puts
$698K
Net Calls
-$65K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
201
Future Financial Wealth Management
Ohio
$2.8K
Optiver Holding
202
Optiver Holding
Netherlands
$2.73K +$2.77K +390 New
RIL
203
Rothschild Investment LLC
Illinois
$2.7K +$638 +90 +31%
WANY
204
Wealthspire Advisors (New York)
New York
$2.65K +$2.68K +378 New
HNW
205
High Note Wealth
Minnesota
$2.57K +$2.6K +367 New
AF
206
Allworth Financial
California
$2.55K +$347 +49 +16%
CPG
207
Cornerstone Planning Group
New Jersey
$2.21K +$2.42K +342 New
Bessemer Group
208
Bessemer Group
New Jersey
$2K +$702 +99 +47%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$1.65K +$1.67K +236 New
PWA
210
Physician Wealth Advisors
Utah
$1.21K +$1.22K +172 New
CAL
211
Capital Advisors Ltd
Ohio
$1K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$912
TFA
213
Transamerica Financial Advisors
Florida
$744 +$737 +104 New
SIC
214
Salem Investment Counselors
North Carolina
$701 +$709 +100 New
SS
215
Sunbelt Securities
Texas
$603 +$610 +86 New
FC
216
Financial Consulate
Maryland
$463 +$468 +66 New
FFA
217
Farther Finance Advisors
California
$343 +$85 +12 +32%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$315
CT
219
Clearstead Trust
Maine
$225
ASN
220
Advisory Services Network
Georgia
$126 +$128 +18 New
AF
221
Advisornet Financial
Minnesota
$9
UBS AM
222
UBS AM
Illinois
-$1.86M -270,823 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$1.06M -149,843 Closed
Axa
224
Axa
France
-$908K -132,211 Closed
ECM
225
ExodusPoint Capital Management
New York
-$655K -95,378 Closed

AHRT Hedge Fund Activity: Q3 2025 in Review

223 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2025, worth a combined $419M — down 0.64% from $422M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AHRT and 25 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 77 added.

The largest buyer was Verition Fund Management, adding an estimated $5.35M. The largest seller was Balyasny Asset Management, cutting an estimated $8.56M.

  • 223 institutional investors held AH Realty Trust (AHRT) as of Q3 2025, down from 227 in Q2 2025.
  • Funds reported $419M of AH Realty Trust stock for Q3 2025, down 0.64% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q3 2025 and 28 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q3 2025 was Verition Fund Management, an estimated $5.35M added.
  • The largest AH Realty Trust seller in Q3 2025 was Balyasny Asset Management, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2025.