We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

163 hedge funds and large institutions have $400M invested in AH Realty Trust in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

22% more capital invested

Capital invested by funds: $327M → $400M (+$73M)

9% more funds holding

Funds holding: 150 → 163 (+13)

1.56% more ownership

Funds ownership: 73.77% → 75.33% (+1.6%)

Holders
163
Holders Change
+13
Holders Change %
+8.67%
% of All Funds
4.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.5M
2
BIT
BlackRock Institutional Trust
California
+$6.55M
3
PFC
Phocas Financial Corp
California
+$5.56M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.14M
5
BFA
BlackRock Fund Advisors
California
+$2.53M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.78M
2
NI
Numeric Investors
Massachusetts
-$3.26M
3
American Century Companies
American Century Companies
Missouri
-$2.68M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.61M
5
N
Nuveen
North Carolina
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$60M +$36.5M +2,632,870 +177%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27.5M +$2.49M +179,200 +11%
Renaissance Technologies
3
Renaissance Technologies
New York
$20.1M +$3.14M +226,000 +20%
BIT
4
BlackRock Institutional Trust
California
$18.1M +$6.55M +472,477 +61%
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.1M -$1.61M -115,810 -9%
BFA
6
BlackRock Fund Advisors
California
$16.1M +$2.53M +182,041 +20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$15.9M +$369K +26,603 +2%
Principal Financial Group
8
Principal Financial Group
Iowa
$13.3M +$1.73M +124,854 +16%
N
9
Nuveen
North Carolina
$12.5M -$2.12M -152,798 -15%
PI
10
Putnam Investments
Massachusetts
$11.9M -$177K -12,773 -2%
CCM
11
Chilton Capital Management
Texas
$11.4M -$839K -60,462 -7%
State Street
12
State Street
Massachusetts
$9.37M +$630K +45,436 +8%
American Century Companies
13
American Century Companies
Missouri
$8.97M -$2.68M -193,230 -24%
JHIU
14
Janus Henderson Investors US
Colorado
$7.9M -$1.44K -104 -0%
AQR Capital Management
15
AQR Capital Management
Connecticut
$6.62M +$178K +12,822 +3%
Northern Trust
16
Northern Trust
Illinois
$5.91M +$565K +40,731 +11%
PFC
17
Phocas Financial Corp
California
$5.84M +$5.56M +400,602 New
SAM
18
Silvercrest Asset Management
New York
$5.58M -$34.7K -2,500 -0.6%
Morgan Stanley
19
Morgan Stanley
New York
$5.37M +$954K +68,768 +23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.79M +$718K +51,759 +19%
TCIM
21
TIAA CREF Investment Management
New York
$4.61M -$26.8K -1,935 -0.6%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$4.25M -$2.61M -188,027 -39%
AAMU
23
AEGON Asset Management (UK)
United Kingdom
$4M -$127K -9,150 -3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.95M +$230K +16,552 +7%
CAM
25
ClariVest Asset Management
California
$3.95M -$1M -72,097 -21%
1
2 3 4 5

AHRT Hedge Fund Activity: Q4 2016 in Review

163 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2016, worth a combined $400M — up 22% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AHRT positions and 12 closed out — a net gain of 15 holders — while 65 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.5M. The largest seller was Invesco, cutting an estimated $6.78M.

  • 163 institutional investors held AH Realty Trust (AHRT) as of Q4 2016, up from 150 in Q3 2016.
  • Funds reported $400M of AH Realty Trust stock for Q4 2016, up 22% quarter-over-quarter.
  • 27 funds opened new AH Realty Trust positions in Q4 2016 and 12 closed out, a net change of +15 holders.
  • The largest AH Realty Trust buyer in Q4 2016 was Vanguard Group, an estimated $36.5M added.
  • The largest AH Realty Trust seller in Q4 2016 was Invesco, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2016.