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American Healthcare REIT
AHR

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: 130 → 368 (+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: 1 → 2 (+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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$84.5M
2
BlackRock
BlackRock
New York
+$79.6M
3
Principal Financial Group
Principal Financial Group
Iowa
+$64.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.5M
5
State Street
State Street
Massachusetts
+$49.5M

Top Sellers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
-$20.1M
2
GAM
Goldentree Asset Management
New York
-$17.3M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$14.3M
4
ACM
Adelante Capital Management
California
-$12.2M
5
CIM
Centersquare Investment Management
Pennsylvania
-$9.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
Anson Capital
Georgia
$325K +$242K +12,438 New
Truist Financial
252
Truist Financial
North Carolina
$319K +$238K +12,210 New
NRD
253
Nebula Research & Development
New York
$315K -$644K -33,067 -73%
MLA
254
My Legacy Advisors
Oregon
$314K +$235K +12,045 New
SPIA
255
Steward Partners Investment Advisory
New York
$314K +$234K +12,026 New
FP
256
Foundry Partners
Minnesota
$314K +$234K +12,024 New
TCM
257
Triumph Capital Management
Colorado
$312K +$230K +11,822 New
Cerity Partners
258
Cerity Partners
New York
$303K +$226K +11,593 New
WMA
259
West Michigan Advisors
Michigan
$302K +$223K +11,440 New
GFA
260
Gallagher Fiduciary Advisors
Illinois
$299K +$223K +11,438 New
SA
261
Sanctuary Advisors
Indiana
$293K +$200K +10,261 New
PAS
262
Park Avenue Securities
New York
$286K +$213K +10,957 New
EFG
263
Elios Financial Group
Ohio
$281K +$210K +10,769 New
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$278K +$208K +10,653 New
TC
265
TownSquare Capital
Utah
$278K +$207K +10,646 New
EGM
266
Engineers Gate Manager
New York
$278K +$207K +10,639 New
FHC
267
First Heartland Consultants
Missouri
$276K +$206K +10,560 New
IAG
268
Investmark Advisory Group
Connecticut
$276K +$206K +10,563 New
NP
269
NorthRock Partners
Minnesota
$274K +$203K +10,412 New
WWG
270
West Wealth Group
California
$269K +$201K +10,312 New
CFD
271
Creative Financial Designs
Indiana
$267K +$199K +10,229 New
LSA
272
Lion Street Advisors
Texas
$266K +$198K +10,185 New
FEM
273
Fulcrum Equity Management
Texas
$259K +$193K +9,905 New
MA
274
Mutual Advisors
Nebraska
$256K +$193K +9,903 New
OWA
275
Octavia Wealth Advisors
Ohio
$254K +$188K +9,625 New
9 10
11
12 13

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.