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AHRT

AH Realty Trust
AHRT

227 hedge funds and large institutions have $731M invested in AH Realty Trust in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

55% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $628M → $731M (+$103M)

13% more funds holding

Funds holding: 201 → 227 (+26)

1.76% more ownership

Funds ownership: 85.35% → 87.11% (+1.8%)

1% more call options, than puts

Call options by funds: $862K | Put options by funds: $855K

Holders
227
Holders Change
+26
Holders Change %
+12.94%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
90
Reduced
58
Closed
16
Calls
$862K
Puts
$855K
Net Calls
+$7K
Net Calls Change
-$358K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$15.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$12.9M
3
VC
Vision Capital
Ontario, Canada
+$12.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$12.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
+$11.3M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.27M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.53M
3
Morgan Stanley
Morgan Stanley
New York
-$2.07M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.74M
5
CCM
Cox Capital Management
Massachusetts
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$137M -$914K -78,242 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.1M +$12.3M +1,050,673 +14%
State Street
3
State Street
Massachusetts
$40.3M +$73.8K +6,319 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$39.4M +$1.49M +127,699 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.3M +$1.65M +140,964 +6%
Franklin Resources
6
Franklin Resources
California
$21M +$1.85M +158,625 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$19.1M +$663K +56,777 +3%
ACB
8
Aristotle Capital Boston
Massachusetts
$16.6M +$3.07M +262,592 +21%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.7M -$985K -84,300 -5%
Citadel Advisors
10
Citadel Advisors
Florida
$15M +$15.8M +1,350,004 +4,017%
Invesco
11
Invesco
Georgia
$13.4M +$1.58M +134,872 +12%
MIIM
12
Mesirow Institutional Investment Management
Illinois
$12.9M +$1.58M +135,132 +13%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$11.9M +$12.9M +1,100,100 New
VC
14
Vision Capital
Ontario, Canada
$11.9M +$12.9M +1,100,000 New
Charles Schwab
15
Charles Schwab
California
$11.6M -$1.32M -113,052 -10%
Morgan Stanley
16
Morgan Stanley
New York
$10.5M -$2.07M -176,988 -15%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$9.79M +$10.3M +881,858 +3,976%
UIC
18
Uniplan Investment Counsel
Wisconsin
$8.71M +$11.3M +963,989 New
GCM
19
Ghisallo Capital Management
Massachusetts
$8.12M +$8.76M +750,000 New
LSV Asset Management
20
LSV Asset Management
Illinois
$7.99M +$60.8K +5,200 +0.7%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$7.95M -$1.74M -148,495 -17%
Goldman Sachs
22
Goldman Sachs
New York
$7.51M +$3.55M +303,878 +78%
Northern Trust
23
Northern Trust
Illinois
$7.42M -$170K -14,576 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.74M +$1.14M +97,642 +19%
SAM
25
Silvercrest Asset Management
New York
$6.72M -$87.9K -7,523 -1%
1
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AHRT Hedge Fund Activity: Q3 2024 in Review

227 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2024, worth a combined $731M — up 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AHRT positions and 16 closed out — a net gain of 26 holders — while 90 added to existing stakes and 58 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.8M. The largest seller was Allspring Global Investments, cutting an estimated $3.27M.

  • 227 institutional investors held AH Realty Trust (AHRT) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $731M of AH Realty Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 42 funds opened new AH Realty Trust positions in Q3 2024 and 16 closed out, a net change of +26 holders.
  • The largest AH Realty Trust buyer in Q3 2024 was Citadel Advisors, an estimated $15.8M added.
  • The largest AH Realty Trust seller in Q3 2024 was Allspring Global Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2024.