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AHRT

AH Realty Trust
AHRT

91 hedge funds and large institutions have $144M invested in AH Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $127M → $144M (+$17.2M)

10% more funds holding

Funds holding: 83 → 91 (+8)

2.53% less ownership

Funds ownership: 66.83% → 64.3% (-2.5%)

95% less call options, than puts

Call options by funds: $5K | Put options by funds: $104K

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
15
Closed
8
Calls
$5K
Puts
$104K
Net Calls
-$99K
Net Calls Change
-$99K

Top Buyers

1
N
Nuveen
North Carolina
+$9.35M
2
FM
Forward Management
California
+$2.89M
3
American Century Companies
American Century Companies
Missouri
+$2.44M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.38M
5
Millennium Management
Millennium Management
New York
+$2.15M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$3.6M
2
FIM
Foresters Investment Management
New York
-$2.87M
3
MAA
Managed Account Advisors
New Jersey
-$1.68M
4
HRES
Heitman Real Estate Securities
Illinois
-$745K
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$668K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.2M +$1.03M +107,740 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.8M -$654K -68,696 -4%
FM
3
Forward Management
California
$13.6M +$2.89M +302,979 +25%
N
4
Nuveen
North Carolina
$11.1M +$9.35M +982,099 +418%
American Century Companies
5
American Century Companies
Missouri
$9.82M +$2.44M +255,813 +31%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.41M +$2.38M +250,372 +44%
AllianceBernstein
7
AllianceBernstein
Tennessee
$6.38M -$438K -45,940 -6%
PI
8
Putnam Investments
Massachusetts
$6.04M +$2.14M +224,443 +51%
BFA
9
BlackRock Fund Advisors
California
$5.31M +$928K +97,451 +20%
HRCM
10
Hawk Ridge Capital Management
California
$3.56M +$1.84M +193,451 +98%
ACM
11
AEW Capital Management
Massachusetts
$3.29M -$3.6M -378,300 -51%
BIT
12
BlackRock Institutional Trust
California
$2.78M +$310K +32,524 +12%
BTS
13
BB&T Securities
Virginia
$2.68M +$44.2K +4,644 +19%
State Street
14
State Street
Massachusetts
$2.29M +$167K +17,483 +7%
Millennium Management
15
Millennium Management
New York
$2.26M +$2.15M +225,622 +966%
Northern Trust
16
Northern Trust
Illinois
$2.02M +$32.9K +3,458 +2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.76M +$1.84M +193,575 New
Renaissance Technologies
18
Renaissance Technologies
New York
$1.51M +$466K +48,917 +42%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.33M +$1.13M +119,051 +428%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M +$476K +49,962 +59%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.21M +$205K +21,558 +19%
Prudential Financial
22
Prudential Financial
New Jersey
$1.16M -$13.3K -1,400 -1%
TCIM
23
TIAA CREF Investment Management
New York
$1.13M +$337K +35,433 +40%
Citadel Advisors
24
Citadel Advisors
Florida
$1.09M +$730K +76,679 +175%
DADC
25
D.A. Davidson & Co
Montana
$1.04M +$462K +48,471 +73%
1
2 3 4

AHRT Hedge Fund Activity: Q3 2014 in Review

91 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2014, worth a combined $144M — up 14% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AHRT positions and 8 closed out — a net gain of 8 holders — while 46 added to existing stakes and 15 trimmed.

The largest buyer was Nuveen, adding an estimated $9.35M. The largest seller was AEW Capital Management, cutting an estimated $3.6M.

  • 91 institutional investors held AH Realty Trust (AHRT) as of Q3 2014, up from 83 in Q2 2014.
  • Funds reported $144M of AH Realty Trust stock for Q3 2014, up 14% quarter-over-quarter.
  • 16 funds opened new AH Realty Trust positions in Q3 2014 and 8 closed out, a net change of +8 holders.
  • The largest AH Realty Trust buyer in Q3 2014 was Nuveen, an estimated $9.35M added.
  • The largest AH Realty Trust seller in Q3 2014 was AEW Capital Management, an estimated $3.6M sold.

Based on aggregated 13F filings for Q3 2014.