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AHRT

AH Realty Trust

165 hedge funds and large institutions have $690M invested in AH Realty Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $593M → $690M (+$97.3M)

3% more funds holding

Funds holding: 160165 (+5)

2.9% more ownership

Funds ownership: 84.11%87.01% (+2.9%)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
78
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$120M +$3.66M +242,919 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.4M +$2.82M +186,895 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$54.1M +$1.09M +72,400 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$44.7M +$603K +40,027 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$32.7M -$644K -42,746 -2%
Macquarie Group
6
Macquarie Group
Australia
$28.8M +$2.4M +159,327 +9%
N
7
Nuveen
North Carolina
$23.8M +$15.9M +1,055,759 +225%
State Street
8
State Street
Massachusetts
$23.5M +$361K +23,981 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$21.2M +$853K +56,583 +4%
Invesco
10
Invesco
Georgia
$20.5M +$4.01M +266,448 +25%
SAM
11
Silvercrest Asset Management
New York
$14.1M +$1.02M +67,698 +8%
PI
12
Putnam Investments
Massachusetts
$12.9M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.6M +$296K +19,658 +3%
Northern Trust
14
Northern Trust
Illinois
$9.82M +$77.4K +5,136 +0.8%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$9.15M -$1.82M -120,855 -17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$9.01M +$1.28M +84,862 +17%
AL
17
AJO LP
Pennsylvania
$8.5M -$97.3K -6,455 -1%
Charles Schwab
18
Charles Schwab
California
$8.48M +$906K +60,138 +12%
KCM
19
Kennedy Capital Management
Missouri
$8.17M +$390K +25,909 +5%
Prudential Financial
20
Prudential Financial
New Jersey
$8.08M +$961K +63,750 +14%
CCM
21
Chilton Capital Management
Texas
$8.05M -$526K -34,940 -6%
RCAMU
22
Rothschild & Co Asset Management US
Connecticut
$7.06M
Wells Fargo
23
Wells Fargo
California
$6.71M -$689K -45,754 -10%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.31M +$23.7K +1,574 +0.4%
Bank of America
25
Bank of America
North Carolina
$6.05M +$2.16M +143,533 +59%

AHRT Hedge Fund Activity: Q1 2019 in Review

165 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2019, worth a combined $690M — up 16% from $593M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AHRT positions and 14 closed out — a net gain of 5 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $10.6M.

  • 165 institutional investors held AH Realty Trust (AHRT) as of Q1 2019, up from 160 in Q4 2018.
  • Funds reported $690M of AH Realty Trust stock for Q1 2019, up 16% quarter-over-quarter.
  • 19 funds opened new AH Realty Trust positions in Q1 2019 and 14 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q1 2019 was Nuveen, an estimated $15.9M added.
  • The largest AH Realty Trust seller in Q1 2019 was Thrivent Financial for Lutherans, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2019.