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AHRT

AH Realty Trust

222 hedge funds and large institutions have $723M invested in AH Realty Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 109 increasing their positions, 53 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 53

1.42% more ownership

Funds ownership: 87.11%88.54% (+1.4%)

1% less capital invested

Capital invested by funds: $731M → $723M (-$8.52M)

2% less funds holding

Funds holding: 227222 (-5)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

64% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.07M

Holders
222
Holders Change
-5
Holders Change %
-2.2%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
109
Reduced
53
Closed
35
Calls
$379K
Puts
$1.07M
Net Calls
-$688K
Net Calls Change
-$695K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$149M +$20.7M +1,904,111 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.4M +$9.02M +829,392 +10%
State Street
3
State Street
Massachusetts
$41.4M +$3.48M +320,047 +9%
Macquarie Group
4
Macquarie Group
Australia
$37.1M -$128K -11,768 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$24.4M +$558K +51,279 +2%
Franklin Resources
6
Franklin Resources
California
$21.5M +$1.88M +173,149 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.8M +$2.93M +269,367 +15%
ACB
8
Aristotle Capital Boston
Massachusetts
$13.9M -$1.82M -167,850 -11%
N
9
Nuveen
North Carolina
$13.5M +$7.75M +713,010 +118%
MIIM
10
Mesirow Institutional Investment Management
Illinois
$13.2M +$1.09M +100,660 +8%
Goldman Sachs
11
Goldman Sachs
New York
$13.1M +$6.42M +590,271 +85%
Renaissance Technologies
12
Renaissance Technologies
New York
$12.9M -$2.03M -186,900 -13%
Invesco
13
Invesco
Georgia
$12.9M +$261K +24,026 +2%
Charles Schwab
14
Charles Schwab
California
$11.9M +$1.07M +98,829 +9%
KAS
15
Kestra Advisory Services
Texas
$10.5M +$11.2M +1,026,803 New
Morgan Stanley
16
Morgan Stanley
New York
$9.66M -$272K -25,005 -3%
Northern Trust
17
Northern Trust
Illinois
$9.5M +$2.65M +243,541 +36%
SIS
18
Sound Income Strategies
Florida
$9.05M +$9.62M +884,582 New
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$8.7M -$2.72M -250,000 -23%
JP Morgan Chase
20
JP Morgan Chase
New York
$8.2M +$1.95M +179,179 +29%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$6.99M -$546K -50,200 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.96M +$978K +89,962 +15%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$6.84M -$2.56M -235,358 -26%
PFC
24
Phocas Financial Corp
California
$6.77M -$61.9K -5,693 -0.9%
CA
25
Clearstead Advisors
Ohio
$6.44M +$1.04M +95,238 +18%

AHRT Hedge Fund Activity: Q4 2024 in Review

222 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2024, worth a combined $723M — down 1.2% from $731M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AHRT and 31 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 109 added.

The largest buyer was BlackRock, adding an estimated $20.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15M sold.

  • 222 institutional investors held AH Realty Trust (AHRT) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $723M of AH Realty Trust stock for Q4 2024, down 1.2% quarter-over-quarter.
  • 31 funds opened new AH Realty Trust positions in Q4 2024 and 35 closed out, a net change of -4 holders.
  • The largest AH Realty Trust buyer in Q4 2024 was BlackRock, an estimated $20.7M added.
  • The largest AH Realty Trust seller in Q4 2024 was Citadel Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2024.