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AHRT

AH Realty Trust

214 hedge funds and large institutions have $395M invested in AH Realty Trust in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 74.55%74.24% (-0.31%)

4% less funds holding

Funds holding: 223214 (-9)

6% less capital invested

Capital invested by funds: $419M → $395M (-$25M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $345K | Put options by funds: $636K

Holders
214
Holders Change
-9
Holders Change %
-4.04%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
68
Reduced
86
Closed
38
Calls
$345K
Puts
$636K
Net Calls
-$291K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$755 -$4.67K -707 -86%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$715 -$3.48K -527 -83%
TFA
203
Transamerica Financial Advisors
Florida
$676 -$26 -4 -4%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$536 -$1.02K -155 -66%
NA
205
NewEdge Advisors
Louisiana
$444 +$442 +67 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$351 +$350 +53 New
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$298
PA
208
Parallel Advisors
California
$278 -$5.23K -793 -95%
AW
209
Ankerstar Wealth
Texas
$149 +$145 +22 New
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$126 +$125 +19 New
SS
211
Sunbelt Securities
Texas
$93 -$475 -72 -84%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$72 +$73 +11 New
DF
213
Dunhill Financial
United Kingdom
$17 +$20 +3 New
AF
214
Advisornet Financial
Minnesota
$9
CCM
215
Cox Capital Management
Massachusetts
-$2.01M -287,190 Closed
DFCM
216
Dark Forest Capital Management
Puerto Rico
-$1.28M -182,626 Closed
Macquarie Group
217
Macquarie Group
Australia
-$706K -100,700 Closed
Raymond James Financial
218
Raymond James Financial
Florida
-$643K -91,674 Closed
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
-$344K -52,126 Closed
CCM
220
Canal Capital Management
Virginia
-$325K -46,326 Closed
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
-$316K -45,105 Closed
Squarepoint
222
Squarepoint
New York
-$281K -40,072 Closed
SSA
223
Schonfeld Strategic Advisors
New York
-$245K -34,887 Closed
MGP
224
M&G plc
United Kingdom
-$221K -31,587 Closed
IC
225
IEQ Capital
California
-$212K -30,301 Closed

AHRT Hedge Fund Activity: Q4 2025 in Review

214 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2025, worth a combined $395M — down 6% from $419M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AHRT and 31 opened new positions — a net loss of 7 holders — while 86 trimmed existing stakes and 68 added.

The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $19.5M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $7.04M.

  • 214 institutional investors held AH Realty Trust (AHRT) as of Q4 2025, down from 223 in Q3 2025.
  • Funds reported $395M of AH Realty Trust stock for Q4 2025, down 6% quarter-over-quarter.
  • 31 funds opened new AH Realty Trust positions in Q4 2025 and 38 closed out, a net change of -7 holders.
  • The largest AH Realty Trust buyer in Q4 2025 was Mirae Asset Global ETFs Holdings, an estimated $19.5M added.
  • The largest AH Realty Trust seller in Q4 2025 was Qube Research & Technologies (QRT), an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2025.