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AHRT

AH Realty Trust

214 hedge funds and large institutions have $395M invested in AH Realty Trust in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 74.55%74.24% (-0.31%)

4% less funds holding

Funds holding: 223214 (-9)

6% less capital invested

Capital invested by funds: $419M → $395M (-$25M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

21% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 86

46% less call options, than puts

Call options by funds: $345K | Put options by funds: $636K

Holders
214
Holders Change
-9
Holders Change %
-4.04%
% of All Funds
2.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
68
Reduced
86
Closed
38
Calls
$345K
Puts
$636K
Net Calls
-$291K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.1M +$1.68M +254,847 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.4M +$190K +28,813 +0.3%
State Street
3
State Street
Massachusetts
$21.7M +$342K +51,848 +2%
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$19.9M +$19.5M +2,962,573 +7,886%
Invesco
5
Invesco
Georgia
$15.2M +$512K +77,532 +3%
Franklin Resources
6
Franklin Resources
California
$14.8M +$624K +94,614 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$14.6M -$548K -83,039 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.3M +$152K +23,007 +1%
Charles Schwab
9
Charles Schwab
California
$8.79M -$427K -64,702 -5%
Ameriprise
10
Ameriprise
Minnesota
$8.61M +$2.11M +319,902 +33%
Brown Advisory
11
Brown Advisory
Maryland
$7.44M +$379K +57,481 +5%
BM
12
Berman McAleer
Maryland
$6.77M
ACB
13
Aristotle Capital Boston
Massachusetts
$6.49M -$685K -103,855 -10%
Morgan Stanley
14
Morgan Stanley
New York
$5.87M -$471K -71,360 -7%
Northern Trust
15
Northern Trust
Illinois
$5.81M -$148K -22,499 -2%
CA
16
Clearstead Advisors
Ohio
$4.29M -$118K -17,846 -3%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.05M +$2.99M +452,935 +286%
N
18
Nuveen
North Carolina
$3.68M -$632K -95,771 -15%
Goldman Sachs
19
Goldman Sachs
New York
$3.67M -$3.67M -555,843 -50%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.07M -$2.73M -414,074 -47%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.05M -$1.15M -174,165 -27%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.97M +$281K +42,513 +10%
AAA
23
Adams Asset Advisors
Texas
$2.71M +$726K +110,000 +37%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.53M -$32.4K -4,914 -1%
GLA
25
Great Lakes Advisors
Illinois
$2.1M

AHRT Hedge Fund Activity: Q4 2025 in Review

214 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AH Realty Trust (AHRT) for Q4 2025, worth a combined $395M — down 6% from $419M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AHRT and 31 opened new positions — a net loss of 7 holders — while 86 trimmed existing stakes and 68 added.

The largest buyer was Mirae Asset Global ETFs Holdings, adding an estimated $19.5M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $7.04M.

  • 214 institutional investors held AH Realty Trust (AHRT) as of Q4 2025, down from 223 in Q3 2025.
  • Funds reported $395M of AH Realty Trust stock for Q4 2025, down 6% quarter-over-quarter.
  • 31 funds opened new AH Realty Trust positions in Q4 2025 and 38 closed out, a net change of -7 holders.
  • The largest AH Realty Trust buyer in Q4 2025 was Mirae Asset Global ETFs Holdings, an estimated $19.5M added.
  • The largest AH Realty Trust seller in Q4 2025 was Qube Research & Technologies (QRT), an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2025.