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American Healthcare REIT

368 hedge funds and large institutions have $3.08B invested in American Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 82 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,531% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $907K

1,846% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 13

186% more capital invested

Capital invested by funds: $1.08B → $3.08B (+$2B)

183% more funds holding

Funds holding: 130368 (+238)

173% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 30

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35.27% less ownership

Funds ownership: 112.56%77.3% (-35%)

Holders
368
Holders Change
+238
Holders Change %
+183.08%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
253
Increased
82
Reduced
30
Closed
13
Calls
$51.1M
Puts
$907K
Net Calls
+$50.2M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
226
Victory Capital Management
Texas
$437K +$326K +16,730 New
SOW
227
State of Wyoming
Wyoming
$420K +$144K +7,390 +85%
IAN
228
Integrated Advisors Network
Texas
$418K +$312K +16,005 New
PIA
229
Panoramic Investment Advisors
Colorado
$416K +$311K +15,957 New
BW
230
Bison Wealth
Georgia
$412K +$307K +15,773 New
AWM
231
Apollon Wealth Management
South Carolina
$410K +$306K +15,703 New
HCA
232
Harbour Capital Advisors
Virginia
$409K +$327K +16,795 New
ProShare Advisors
233
ProShare Advisors
Maryland
$407K +$304K +15,611 New
NYLIM
234
New York Life Investment Management
New York
$406K -$96.6K -4,956 -24%
SSWG
235
Seven Springs Wealth Group
Tennessee
$400K +$298K +15,312 New
GMA
236
Glassy Mountain Advisors
Maryland
$396K +$295K +15,160 New
CIBC World Market
237
CIBC World Market
Ontario, Canada
$388K -$225K -11,547 -44%
COPPSERS
238
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$373K +$279K +14,310 New
CCM
239
Carlson Capital Management
Minnesota
$371K +$277K +14,227 New
ATPW
240
Ashton Thomas Private Wealth
Arizona
$366K +$274K +14,039 New
VanEck Associates
241
VanEck Associates
New York
$363K +$276K +14,148 New
MGP
242
Metis Global Partners
California
$354K +$264K +13,557 New
BEI
243
Benjamin Edwards Inc
Missouri
$351K +$262K +13,469 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$349K +$261K +13,382 New
PFA
245
Pure Financial Advisors
California
$349K +$260K +13,362 New
GVAG
246
Great Valley Advisor Group
Delaware
$343K +$256K +13,132 New
SC
247
Savant Capital
Illinois
$338K +$252K +12,940 New
IIM
248
INTECH Investment Management
Florida
$333K +$248K +12,746 New
Corient Private Wealth
249
Corient Private Wealth
Florida
$330K +$247K +12,654 New
LFG
250
Larson Financial Group
Missouri
$330K +$247K +12,652 New

AHR Hedge Fund Activity: Q3 2024 in Review

368 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q3 2024, worth a combined $3.08B — up 186% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new AHR positions and 13 closed out — a net gain of 240 holders — while 82 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $84.5M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $20.1M sold.

  • 368 institutional investors held American Healthcare REIT (AHR) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $3.08B of American Healthcare REIT stock for Q3 2024, up 186% quarter-over-quarter.
  • 253 funds opened new American Healthcare REIT positions in Q3 2024 and 13 closed out, a net change of +240 holders.
  • The largest American Healthcare REIT buyer in Q3 2024 was Vanguard Group, an estimated $84.5M added.
  • The largest American Healthcare REIT seller in Q3 2024 was Lasalle Investment Management Securities, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.