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AHRT

AH Realty Trust

78 hedge funds and large institutions have $124M invested in AH Realty Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

8% more funds holding

Funds holding: 7278 (+6)

2.48% more ownership

Funds ownership: 66.3%68.78% (+2.5%)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

3% less capital invested

Capital invested by funds: $128M → $124M (-$3.95M)

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.5M +$343K +34,700 +2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$14.1M +$815K +82,494 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.7M +$1.08M +108,899 +8%
FM
4
Forward Management
California
$11.1M +$98.8K +10,000 +0.8%
ACM
5
AEW Capital Management
Massachusetts
$9.45M -$43.5K -4,400 -0.4%
American Century Companies
6
American Century Companies
Missouri
$5.95M +$1.04M +105,536 +20%
BFA
7
BlackRock Fund Advisors
California
$4.84M -$216K -21,816 -4%
PI
8
Putnam Investments
Massachusetts
$4.12M -$3.09K -313 -0.1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.23M +$425K +43,015 +14%
FIM
10
Foresters Investment Management
New York
$3.05M -$20.7K -2,100 -0.6%
RFC
11
Russell Frank Company
Washington
$2.99M +$421K +42,609 +15%
BTS
12
BB&T Securities
Virginia
$2.47M +$1.56K +158 +0.6%
BIT
13
BlackRock Institutional Trust
California
$2.37M -$128K -12,986 -5%
Northern Trust
14
Northern Trust
Illinois
$2.33M +$27.5K +2,783 +1%
State Street
15
State Street
Massachusetts
$2.04M +$194K +19,597 +10%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$1.61M -$239K -24,154 -12%
STC
17
SEI Trust Company
Pennsylvania
$1.57M +$435K +44,000 +35%
MAA
18
Managed Account Advisors
New Jersey
$1.5M +$38.3K +3,881 +2%
CCM
19
Chilton Capital Management
Texas
$1.42M -$866K -87,645 -36%
RJA
20
Raymond James & Associates
Florida
$1.08M -$182K -18,428 -14%
Boston Partners
21
Boston Partners
Massachusetts
$955K +$346K +35,000 +52%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$945K +$134K +13,528 +15%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$837K +$60K +6,071 +7%
TCIM
24
TIAA CREF Investment Management
New York
$835K -$63.8K -6,456 -7%
HRES
25
Heitman Real Estate Securities
Illinois
$757K -$32.6K -3,300 -4%

AHRT Hedge Fund Activity: Q4 2013 in Review

78 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2013, worth a combined $124M — down 3.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AHRT positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.08M. The largest seller was Chilton Capital Management, cutting an estimated $866K.

  • 78 institutional investors held AH Realty Trust (AHRT) as of Q4 2013, up from 72 in Q3 2013.
  • Funds reported $124M of AH Realty Trust stock for Q4 2013, down 3.1% quarter-over-quarter.
  • 12 funds opened new AH Realty Trust positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest AH Realty Trust buyer in Q4 2013 was Fidelity Investments, an estimated $1.08M added.
  • The largest AH Realty Trust seller in Q4 2013 was Chilton Capital Management, an estimated $866K sold.

Based on aggregated 13F filings for Q4 2013.