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AHRT

AH Realty Trust
AHRT

72 hedge funds and large institutions have $128M invested in AH Realty Trust in 2013 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

29% more funds holding

Funds holding: 56 → 72 (+16)

7.89% more ownership

Funds ownership: 58.41% → 66.3% (+7.9%)

3% less capital invested

Capital invested by funds: $132M → $128M (-$3.32M)

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
34
Reduced
11
Closed
5
Calls
$99K
Puts
–
Net Calls
+$99K
Net Calls Change
-$42K

Top Buyers

Rank Fund Capital Flow
1
ACM
AEW Capital Management
Massachusetts
+$3.68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.26M
3
American Century Companies
American Century Companies
Missouri
+$1.87M
4
Northern Trust
Northern Trust
Illinois
+$1.69M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$691K

Top Sellers

Rank Fund Capital Flow
1
B
Baird
Wisconsin
-$1.23M
2
MF
Magnetar Financial
Illinois
-$1.18M
3
RJA
Raymond James & Associates
Florida
-$607K
4
Morgan Stanley
Morgan Stanley
New York
-$376K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M +$3.26M +313,671 +17%
AllianceBernstein
2
AllianceBernstein
Tennessee
$14.2M +$581K +55,861 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.5M +$691K +66,400 +5%
FM
4
Forward Management
California
$11.7M +$52K +5,000 +0.4%
ACM
5
AEW Capital Management
Massachusetts
$10.1M +$3.68M +353,839 +53%
BFA
6
BlackRock Fund Advisors
California
$5.39M +$602K +57,913 +12%
American Century Companies
7
American Century Companies
Missouri
$5.31M +$1.87M +180,071 +51%
PI
8
Putnam Investments
Massachusetts
$4.41M -$69.7K -6,700 -1%
FIM
9
Foresters Investment Management
New York
$3.28M +$214K +20,600 +7%
Vanguard Group
10
Vanguard Group
Pennsylvania
$3.03M +$302K +29,004 +10%
RFC
11
Russell Frank Company
Washington
$2.83M +$550K +52,891 +23%
BIT
12
BlackRock Institutional Trust
California
$2.66M +$542K +52,117 +24%
BTS
13
BB&T Securities
Virginia
$2.63M -$187 -18 -0.1%
Northern Trust
14
Northern Trust
Illinois
$2.46M +$1.69M +162,662 +189%
CCM
15
Chilton Capital Management
Texas
$2.39M +$238K +22,885 +10%
State Street
16
State Street
Massachusetts
$1.99M +$133K +12,772 +7%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$1.95M -$88.3K -8,490 -4%
MAA
18
Managed Account Advisors
New Jersey
$1.56M +$67.5K +6,492 +4%
RJA
19
Raymond James & Associates
Florida
$1.34M -$607K -58,357 -30%
STC
20
SEI Trust Company
Pennsylvania
$1.24M +$336K +32,300 +35%
Millennium Management
21
Millennium Management
New York
$982K +$325K +31,235 +46%
TCIM
22
TIAA CREF Investment Management
New York
$956K -$177K -16,975 -15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$876K +$107K +10,305 +13%
HRES
24
Heitman Real Estate Securities
Illinois
$841K -$64.5K -6,200 -7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$834K +$98.2K +9,444 +13%
1
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AHRT Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2013, worth a combined $128M — down 2.5% from $132M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new AHRT positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was AEW Capital Management, adding an estimated $3.68M. The largest seller was Baird, exiting entirely with an estimated $1.23M sold.

  • 72 institutional investors held AH Realty Trust (AHRT) as of Q3 2013, up from 56 in Q2 2013.
  • Funds reported $128M of AH Realty Trust stock for Q3 2013, down 2.5% quarter-over-quarter.
  • 21 funds opened new AH Realty Trust positions in Q3 2013 and 5 closed out, a net change of +16 holders.
  • The largest AH Realty Trust buyer in Q3 2013 was AEW Capital Management, an estimated $3.68M added.
  • The largest AH Realty Trust seller in Q3 2013 was Baird, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2013.