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AHRT

AH Realty Trust

201 hedge funds and large institutions have $628M invested in AH Realty Trust in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $954K | Put options by funds: $589K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $581M → $628M (+$46.4M)

5% more funds holding

Funds holding: 191201 (+10)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.69% more ownership

Funds ownership: 84.66%85.35% (+0.69%)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
69
Reduced
68
Closed
21
Calls
$954K
Puts
$589K
Net Calls
+$365K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$1.92M +175,917 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.7M -$1.32M -120,818 -2%
State Street
3
State Street
Massachusetts
$41.1M -$832K -76,260 -2%
Macquarie Group
4
Macquarie Group
Australia
$38.9M +$189K +17,348 +0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.4M +$1.34M +123,051 +6%
Franklin Resources
6
Franklin Resources
California
$19.7M +$3.83M +351,143 +25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$19M +$445K +40,756 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$17M -$1.56M -143,300 -9%
ACB
9
Aristotle Capital Boston
Massachusetts
$14.1M -$204K -18,675 -1%
Charles Schwab
10
Charles Schwab
California
$13.1M -$3.96M -362,691 -24%
Morgan Stanley
11
Morgan Stanley
New York
$12.7M +$4.34M +397,762 +53%
Invesco
12
Invesco
Georgia
$12.2M -$1.03M -94,230 -8%
MIIM
13
Mesirow Institutional Investment Management
Illinois
$11.7M +$105K +9,599 +0.9%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$9.79M -$966K -88,500 -9%
LSV Asset Management
15
LSV Asset Management
Illinois
$8.13M -$102K -9,367 -1%
Northern Trust
16
Northern Trust
Illinois
$7.76M -$10.1K -923 -0.1%
N
17
Nuveen
North Carolina
$7.74M -$1.43M -131,091 -16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.22M -$58.2K -5,333 -0.8%
SAM
19
Silvercrest Asset Management
New York
$6.96M -$5.14M -471,202 -43%
CA
20
Clearstead Advisors
Ohio
$6.14M +$6.04M +553,921 New
Legal & General Group
21
Legal & General Group
United Kingdom
$5.84M -$820K -75,133 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$5.82M -$374K -34,241 -6%
UBS AM
23
UBS AM
Illinois
$5.03M +$296K +27,095 +6%
Bank of America
24
Bank of America
North Carolina
$4.53M +$704K +64,553 +19%
Goldman Sachs
25
Goldman Sachs
New York
$4.32M +$2.81M +257,318 +195%

AHRT Hedge Fund Activity: Q2 2024 in Review

201 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2024, worth a combined $628M — up 8% from $581M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 21 closed out — a net gain of 13 holders — while 69 added to existing stakes and 68 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $6.04M. The largest seller was Silvercrest Asset Management, cutting an estimated $5.14M.

  • 201 institutional investors held AH Realty Trust (AHRT) as of Q2 2024, up from 191 in Q1 2024.
  • Funds reported $628M of AH Realty Trust stock for Q2 2024, up 8% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q2 2024 and 21 closed out, a net change of +13 holders.
  • The largest AH Realty Trust buyer in Q2 2024 was Clearstead Advisors, an estimated $6.04M added.
  • The largest AH Realty Trust seller in Q2 2024 was Silvercrest Asset Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.