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AHRT

AH Realty Trust

223 hedge funds and large institutions have $482M invested in AH Realty Trust in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 222223 (+1)

6% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 81

8.35% less ownership

Funds ownership: 88.54%80.18% (-8.4%)

33% less capital invested

Capital invested by funds: $723M → $482M (-$241M)

65% less call options, than puts

Call options by funds: $557K | Put options by funds: $1.57M

Holders
223
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
76
Reduced
81
Closed
31
Calls
$557K
Puts
$1.57M
Net Calls
-$1.01M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$109M -$635K -69,936 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.5M +$1.21M +133,027 +1%
State Street
3
State Street
Massachusetts
$31.4M +$1.25M +137,193 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17.9M -$26.7K -2,938 -0.1%
Franklin Resources
5
Franklin Resources
California
$16.5M +$839K +92,318 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.8M +$648K +71,373 +4%
Invesco
7
Invesco
Georgia
$13.3M +$4.61M +507,502 +40%
Macquarie Group
8
Macquarie Group
Australia
$11.5M -$19M -2,096,655 -58%
Renaissance Technologies
9
Renaissance Technologies
New York
$11.4M +$2.31M +254,100 +20%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$10.7M +$6.88M +756,859 +113%
SIS
11
Sound Income Strategies
Florida
$10.5M +$4.69M +515,999 +58%
Charles Schwab
12
Charles Schwab
California
$9.04M +$342K +37,600 +3%
ACB
13
Aristotle Capital Boston
Massachusetts
$8.7M -$1.84M -202,842 -15%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$7.96M +$6.67M +734,369 +225%
N
15
Nuveen
North Carolina
$7.32M -$3.09M -339,932 -26%
Northern Trust
16
Northern Trust
Illinois
$6.67M -$364K -40,079 -4%
Goldman Sachs
17
Goldman Sachs
New York
$6.51M -$3.78M -416,124 -32%
Morgan Stanley
18
Morgan Stanley
New York
$6.07M -$1.23M -135,888 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.06M +$55.5K +6,109 +0.8%
CA
20
Clearstead Advisors
Ohio
$5.34M +$737K +81,176 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.82M -$348K -38,265 -6%
SAM
22
Silvercrest Asset Management
New York
$4.32M -$17K -1,867 -0.3%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.92M -$111K -12,259 -2%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.27M +$100K +11,022 +3%
GLA
25
Great Lakes Advisors
Illinois
$3.05M +$44.3K +4,878 +1%

AHRT Hedge Fund Activity: Q1 2025 in Review

223 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q1 2025, worth a combined $482M — down 33% from $723M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AHRT positions and 31 closed out — a net gain of 3 holders — while 76 added to existing stakes and 81 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $6.88M. The largest seller was Macquarie Group, cutting an estimated $19M.

  • 223 institutional investors held AH Realty Trust (AHRT) as of Q1 2025, up from 222 in Q4 2024.
  • Funds reported $482M of AH Realty Trust stock for Q1 2025, down 33% quarter-over-quarter.
  • 34 funds opened new AH Realty Trust positions in Q1 2025 and 31 closed out, a net change of +3 holders.
  • The largest AH Realty Trust buyer in Q1 2025 was Balyasny Asset Management, an estimated $6.88M added.
  • The largest AH Realty Trust seller in Q1 2025 was Macquarie Group, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2025.