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AHRT

AH Realty Trust

223 hedge funds and large institutions have $419M invested in AH Realty Trust in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

1% less capital invested

Capital invested by funds: $422M → $419M (-$2.72M)

9% less call options, than puts

Call options by funds: $633K | Put options by funds: $698K

2% less funds holding

Funds holding: 227223 (-4)

2.03% less ownership

Funds ownership: 76.58%74.55% (-2%)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

Holders
223
Holders Change
-4
Holders Change %
-1.76%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
77
Reduced
76
Closed
28
Calls
$633K
Puts
$698K
Net Calls
-$65K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$88.3M +$372K +52,501 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.8M -$1.3M -183,107 -2%
State Street
3
State Street
Massachusetts
$22.6M -$273K -38,522 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16M -$647K -91,224 -4%
Invesco
5
Invesco
Georgia
$15.6M +$1.55M +218,167 +11%
Franklin Resources
6
Franklin Resources
California
$15M -$430K -60,590 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15M -$119K -16,759 -0.8%
Charles Schwab
8
Charles Schwab
California
$9.76M +$398K +56,136 +4%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$8.37M -$2.57M -363,007 -23%
Goldman Sachs
10
Goldman Sachs
New York
$7.78M +$1.85M +260,931 +31%
ACB
11
Aristotle Capital Boston
Massachusetts
$7.6M -$92.8K -13,086 -1%
Brown Advisory
12
Brown Advisory
Maryland
$7.47M -$350K -49,407 -4%
BM
13
Berman McAleer
Maryland
$7.32M +$7.26M +1,023,400 New
Ameriprise
14
Ameriprise
Minnesota
$6.88M +$5.26M +741,530 +310%
Morgan Stanley
15
Morgan Stanley
New York
$6.72M +$383K +54,033 +6%
Northern Trust
16
Northern Trust
Illinois
$6.31M +$115K +16,280 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.16M -$226K -31,878 -4%
Verition Fund Management
18
Verition Fund Management
Connecticut
$5.8M +$5.35M +754,701 +1,030%
CA
19
Clearstead Advisors
Ohio
$4.67M -$412K -58,083 -8%
N
20
Nuveen
North Carolina
$4.57M -$655K -92,449 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.45M -$1.19M -168,389 -21%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.78M -$3.82M -538,900 -50%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.39M -$437K -61,690 -11%
UBS Group
24
UBS Group
Switzerland
$3.28M +$2.41M +340,116 +266%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.85M +$218K +30,733 +8%

AHRT Hedge Fund Activity: Q3 2025 in Review

223 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q3 2025, worth a combined $419M — down 0.64% from $422M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AHRT and 25 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 77 added.

The largest buyer was Verition Fund Management, adding an estimated $5.35M. The largest seller was Balyasny Asset Management, cutting an estimated $8.56M.

  • 223 institutional investors held AH Realty Trust (AHRT) as of Q3 2025, down from 227 in Q2 2025.
  • Funds reported $419M of AH Realty Trust stock for Q3 2025, down 0.64% quarter-over-quarter.
  • 25 funds opened new AH Realty Trust positions in Q3 2025 and 28 closed out, a net change of -3 holders.
  • The largest AH Realty Trust buyer in Q3 2025 was Verition Fund Management, an estimated $5.35M added.
  • The largest AH Realty Trust seller in Q3 2025 was Balyasny Asset Management, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2025.