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AHRT

AH Realty Trust
AHRT

168 hedge funds and large institutions have $865M invested in AH Realty Trust in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 34

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

15% more capital invested

Capital invested by funds: $753M → $865M (+$111M)

8% more funds holding

Funds holding: 156 → 168 (+12)

1.92% more ownership

Funds ownership: 86.83% → 88.76% (+1.9%)

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
77
Reduced
34
Closed
13
Calls
$534K
Puts
–
Net Calls
+$534K
Net Calls Change
+$534K

Top Buyers

1
BlackRock
BlackRock
New York
+$19.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$6.62M
3
Millennium Management
Millennium Management
New York
+$4.77M
4
RA
Royce & Associates
New York
+$4.29M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.04M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$14.5M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$10.2M
3
AL
AJO LP
Pennsylvania
-$8.95M
4
N
Nuveen
North Carolina
-$7.01M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$164M +$19.1M +1,104,356 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$3.53M +204,070 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$67.5M +$4.04M +233,600 +7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.2M -$14.5M -838,425 -29%
Macquarie Group
5
Macquarie Group
Australia
$36.2M +$2.3M +132,903 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$35.8M -$2.53M -145,995 -7%
State Street
7
State Street
Massachusetts
$29.7M +$516K +29,801 +2%
Invesco
8
Invesco
Georgia
$26.4M +$1.68M +96,759 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$25.5M +$1.06M +61,028 +5%
N
10
Nuveen
North Carolina
$19.4M -$7.01M -404,950 -27%
SAM
11
Silvercrest Asset Management
New York
$19.3M +$461K +26,650 +3%
PI
12
Putnam Investments
Massachusetts
$15M – – –
RCAMU
13
Rothschild & Co Asset Management US
Connecticut
$13.6M -$10.2M -588,115 Closed
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.5M +$145K +8,391 +1%
Northern Trust
15
Northern Trust
Illinois
$12.5M +$883K +50,979 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$12M -$85.7K -4,951 -0.7%
Wells Fargo
17
Wells Fargo
California
$10.6M -$1.09M -62,797 -10%
Morgan Stanley
18
Morgan Stanley
New York
$9.81M +$3.5M +202,326 +59%
Prudential Financial
19
Prudential Financial
New Jersey
$9.44M +$1.41M +81,334 +18%
KCM
20
Kennedy Capital Management
Missouri
$9.12M -$247K -14,271 -3%
CCM
21
Chilton Capital Management
Texas
$9.04M -$96.6K -5,582 -1%
Charles Schwab
22
Charles Schwab
California
$8.34M +$246K +14,183 +3%
Bank of America
23
Bank of America
North Carolina
$7.98M +$1.05M +60,614 +16%
RA
24
Royce & Associates
New York
$7.63M +$4.29M +248,105 +143%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.56M -$43.7K -2,524 -0.6%
1
2 3 4 5

AHRT Hedge Fund Activity: Q3 2019 in Review

168 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2019, worth a combined $865M — up 15% from $753M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AHRT positions and 13 closed out — a net gain of 12 holders — while 77 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $19.1M. The largest seller was AllianceBernstein, cutting an estimated $14.5M.

  • 168 institutional investors held AH Realty Trust (AHRT) as of Q3 2019, up from 156 in Q2 2019.
  • Funds reported $865M of AH Realty Trust stock for Q3 2019, up 15% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q3 2019 and 13 closed out, a net change of +12 holders.
  • The largest AH Realty Trust buyer in Q3 2019 was BlackRock, an estimated $19.1M added.
  • The largest AH Realty Trust seller in Q3 2019 was AllianceBernstein, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2019.