We are live on ! Find out more
AHRT

AH Realty Trust
AHRT

160 hedge funds and large institutions have $593M invested in AH Realty Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

3% more funds holding

Funds holding: 156 → 160 (+4)

0.07% more ownership

Funds ownership: 84.04% → 84.11% (+0.07%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$33.2M)

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
66
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$5.81M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.48M
3
BlackRock
BlackRock
New York
+$4.05M
4
Macquarie Group
Macquarie Group
Australia
+$3.79M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.65M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
N
Nuveen
North Carolina
-$4.05M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$4.05M +271,333 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.4M +$4.48M +300,226 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$47.7M +$3.36M +224,948 +7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$39.8M +$5.81M +389,694 +16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$30.1M -$560K -37,551 -2%
Macquarie Group
6
Macquarie Group
Australia
$23.7M +$3.79M +254,195 +18%
State Street
7
State Street
Massachusetts
$20.8M +$1.04M +69,623 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$18.3M -$527K -35,299 -3%
Invesco
9
Invesco
Georgia
$14.8M +$1.37M +91,787 +10%
SAM
10
Silvercrest Asset Management
New York
$11.8M +$1.25M +83,703 +11%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$11.7M +$445K +29,842 +4%
PI
12
Putnam Investments
Massachusetts
$11.7M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.2M -$1.51K -101 -0%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$9.96M -$5.26M -352,271 -33%
Northern Trust
15
Northern Trust
Illinois
$8.78M +$170K +11,404 +2%
AL
16
AJO LP
Pennsylvania
$7.76M +$865K +57,959 +12%
CCM
17
Chilton Capital Management
Texas
$7.75M +$198K +13,255 +2%
KCM
18
Kennedy Capital Management
Missouri
$7M +$1.47M +98,675 +25%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.94M +$420K +28,139 +6%
Charles Schwab
20
Charles Schwab
California
$6.8M +$47.6K +3,190 +0.7%
Wells Fargo
21
Wells Fargo
California
$6.69M -$22K -1,477 -0.3%
N
22
Nuveen
North Carolina
$6.59M -$4.05M -271,452 -37%
Prudential Financial
23
Prudential Financial
New Jersey
$6.39M +$989K +66,313 +17%
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$6.31M – – –
Principal Financial Group
25
Principal Financial Group
Iowa
$5.67M +$121K +8,140 +2%
1
2 3 4 5

AHRT Hedge Fund Activity: Q4 2018 in Review

160 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2018, worth a combined $593M — down 5.3% from $626M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AHRT positions and 12 closed out — a net gain of 5 holders — while 66 added to existing stakes and 37 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $5.81M. The largest seller was Wellington Management Group, exiting entirely with an estimated $6.65M sold.

  • 160 institutional investors held AH Realty Trust (AHRT) as of Q4 2018, up from 156 in Q3 2018.
  • Funds reported $593M of AH Realty Trust stock for Q4 2018, down 5.3% quarter-over-quarter.
  • 17 funds opened new AH Realty Trust positions in Q4 2018 and 12 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q4 2018 was AllianceBernstein, an estimated $5.81M added.
  • The largest AH Realty Trust seller in Q4 2018 was Wellington Management Group, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2018.