We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

121 hedge funds and large institutions have $190M invested in AH Realty Trust in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 27

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $160M → $190M (+$30.2M)

4% more funds holding

Funds holding: 116 → 121 (+5)

1.04% less ownership

Funds ownership: 65.62% → 64.58% (-1%)

60% less call options, than puts

Call options by funds: $63K | Put options by funds: $159K

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
64
Reduced
27
Closed
6
Calls
$63K
Puts
$159K
Net Calls
-$96K
Net Calls Change
-$4K

Top Buyers

1
N
Nuveen
North Carolina
+$3.99M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.97M
3
Invesco
Invesco
Georgia
+$2.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.96M
5
JHIU
Janus Henderson Investors US
Colorado
+$1.64M

Top Sellers

1
FM
Forward Management
California
-$2.65M
2
AL
AJO LP
Pennsylvania
-$914K
3
Prudential Financial
Prudential Financial
New Jersey
-$893K
4
BA
Boston Advisors
Massachusetts
-$882K
5
HRCM
Hawk Ridge Capital Management
California
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.1M +$1.49M +139,633 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$15.3M +$1.96M +184,100 +14%
American Century Companies
3
American Century Companies
Missouri
$11.2M +$777K +72,833 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10M +$335K +31,445 +3%
PI
5
Putnam Investments
Massachusetts
$8.4M +$1.33M +125,000 +18%
BFA
6
BlackRock Fund Advisors
California
$8.11M +$1.44M +135,161 +21%
CCM
7
Chilton Capital Management
Texas
$7.67M +$792K +74,250 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.15M +$938K +87,963 +15%
BA
9
BlackRock Advisors
Delaware
$6.57M +$393K +36,814 +6%
JHIU
10
Janus Henderson Investors US
Colorado
$6.27M +$1.64M +153,788 +35%
AL
11
AJO LP
Pennsylvania
$5.75M -$914K -85,744 -14%
BIT
12
BlackRock Institutional Trust
California
$5.34M +$1.07M +100,259 +24%
LSV Asset Management
13
LSV Asset Management
Illinois
$5.09M +$2.97M +278,324 +134%
HRCM
14
Hawk Ridge Capital Management
California
$4.52M -$862K -80,802 -16%
State Street
15
State Street
Massachusetts
$4.06M +$746K +69,969 +22%
PAM
16
Panagora Asset Management
Massachusetts
$3.68M +$1.42M +133,601 +61%
Northern Trust
17
Northern Trust
Illinois
$3M +$134K +12,560 +5%
Invesco
18
Invesco
Georgia
$2.99M +$2.6M +243,612 +579%
TCIM
19
TIAA CREF Investment Management
New York
$2.21M +$308K +28,904 +16%
Millennium Management
20
Millennium Management
New York
$2.13M +$648K +60,803 +43%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.04M +$716K +67,131 +53%
WSTAM
22
Wilbanks Smith & Thomas Asset Management
Virginia
$2.02M – – –
Morgan Stanley
23
Morgan Stanley
New York
$2M -$544K -51,049 -21%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$1.89M +$210K +19,710 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.82M -$90.3K -8,469 -5%
1
2 3 4 5

AHRT Hedge Fund Activity: Q4 2015 in Review

121 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2015, worth a combined $190M — up 19% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AHRT positions and 6 closed out — a net gain of 5 holders — while 64 added to existing stakes and 27 trimmed.

The largest buyer was Nuveen, adding an estimated $3.99M. The largest seller was Forward Management, cutting an estimated $2.65M.

  • 121 institutional investors held AH Realty Trust (AHRT) as of Q4 2015, up from 116 in Q3 2015.
  • Funds reported $190M of AH Realty Trust stock for Q4 2015, up 19% quarter-over-quarter.
  • 11 funds opened new AH Realty Trust positions in Q4 2015 and 6 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2015 was Nuveen, an estimated $3.99M added.
  • The largest AH Realty Trust seller in Q4 2015 was Forward Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2015.