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AHRT

AH Realty Trust

227 hedge funds and large institutions have $422M invested in AH Realty Trust in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 60 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 60

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

2% more funds holding

Funds holding: 223227 (+4)

3.6% less ownership

Funds ownership: 80.18%76.58% (-3.6%)

12% less capital invested

Capital invested by funds: $482M → $422M (-$59.6M)

18% less call options, than puts

Call options by funds: $446K | Put options by funds: $547K

Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
92
Reduced
60
Closed
36
Calls
$446K
Puts
$547K
Net Calls
-$101K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$86.2M -$13.4M -1,928,378 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.7M -$2.58M -371,166 -4%
State Street
3
State Street
Massachusetts
$22.4M -$6.31M -909,087 -22%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.3M -$45.3K -6,528 -0.3%
Franklin Resources
5
Franklin Resources
California
$15.1M +$14.7K +2,116 +0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.8M +$321K +46,173 +2%
Invesco
7
Invesco
Georgia
$13.7M +$1.6M +231,067 +13%
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$10.7M +$3.45M +496,620 +47%
Charles Schwab
9
Charles Schwab
California
$9.18M +$923K +132,902 +11%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$9.11M -$695K -100,084 -7%
SIS
11
Sound Income Strategies
Florida
$8.14M -$1.5M -215,911 -15%
Brown Advisory
12
Brown Advisory
Maryland
$7.66M +$7.53M +1,084,825 +3,589%
ACB
13
Aristotle Capital Boston
Massachusetts
$7.54M -$430K -61,889 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.41M -$3.05M -438,800 -29%
JP Morgan Chase
15
JP Morgan Chase
New York
$6.25M +$713K +102,641 +13%
Morgan Stanley
16
Morgan Stanley
New York
$6.21M +$665K +95,734 +12%
Northern Trust
17
Northern Trust
Illinois
$6.08M -$27K -3,890 -0.4%
Goldman Sachs
18
Goldman Sachs
New York
$5.84M -$122K -17,555 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.52M +$1.12M +161,642 +25%
N
20
Nuveen
North Carolina
$5.11M -$1.61M -231,129 -24%
CA
21
Clearstead Advisors
Ohio
$4.97M +$92.2K +13,270 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.75M +$3.65M +526,217 +2,691%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.41M +$416K +59,867 +14%
GLA
24
Great Lakes Advisors
Illinois
$2.73M -$62.6K -9,014 -2%
Jane Street
25
Jane Street
New York
$2.64M +$2.17M +312,516 +435%

AHRT Hedge Fund Activity: Q2 2025 in Review

227 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q2 2025, worth a combined $422M — down 12% from $482M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new AHRT positions and 36 closed out — a net gain of 5 holders — while 92 added to existing stakes and 60 trimmed.

The largest buyer was Brown Advisory, adding an estimated $7.53M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 227 institutional investors held AH Realty Trust (AHRT) as of Q2 2025, up from 223 in Q1 2025.
  • Funds reported $422M of AH Realty Trust stock for Q2 2025, down 12% quarter-over-quarter.
  • 41 funds opened new AH Realty Trust positions in Q2 2025 and 36 closed out, a net change of +5 holders.
  • The largest AH Realty Trust buyer in Q2 2025 was Brown Advisory, an estimated $7.53M added.
  • The largest AH Realty Trust seller in Q2 2025 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2025.