AHR icon

American Healthcare REIT
AHR

Overview Fund Activity

366 hedge funds and large institutions have $3.05B invested in American Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+236
Holders Change %
+181.54%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
252
Increased
82
Reduced
29
Closed
14
Calls
$51.1M
Puts
$907K
Net Calls
+$50.2M
Net Calls Change
+$47.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$113M
2
BlackRock
BlackRock
New York
+$107M
3
Principal Financial Group
Principal Financial Group
Iowa
+$86.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$71.7M
5
State Street
State Street
Massachusetts
+$66.5M

Top Sellers

1
GAM
Goldentree Asset Management
New York
-$23.1M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$20.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.2M
4
CIM
Centersquare Investment Management
Pennsylvania
-$12.6M
5
ACM
Adelante Capital Management
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
251
Nebula Research & Development
New York
$315K -$863K -33,067 -73%
MLA
252
My Legacy Advisors
Oregon
$314K +$314K +12,045 New
SPIA
253
Steward Partners Investment Advisory
New York
$314K +$314K +12,026 New
FP
254
Foundry Partners
Minnesota
$314K +$314K +12,024 New
TCM
255
Triumph Capital Management
Colorado
$312K +$312K +11,822 New
Cerity Partners
256
Cerity Partners
New York
$303K +$303K +11,593 New
WMA
257
West Michigan Advisors
Michigan
$302K +$302K +11,440 New
GFA
258
Gallagher Fiduciary Advisors
Illinois
$299K +$299K +11,438 New
SA
259
Sanctuary Advisors
Indiana
$293K +$293K +10,261 New
PAS
260
Park Avenue Securities
New York
$286K +$286K +10,957 New
EFG
261
Elios Financial Group
Ohio
$281K +$281K +10,769 New
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$278K +$278K +10,653 New
TC
263
TownSquare Capital
Utah
$278K +$278K +10,646 New
EGM
264
Engineers Gate Manager
New York
$278K +$278K +10,639 New
FHC
265
First Heartland Consultants
Missouri
$276K +$276K +10,560 New
IAG
266
Investmark Advisory Group
Connecticut
$276K +$276K +10,563 New
NP
267
NorthRock Partners
Minnesota
$274K +$274K +10,412 New
WWG
268
West Wealth Group
California
$269K +$269K +10,312 New
CFD
269
Creative Financial Designs
Indiana
$267K +$267K +10,229 New
LSA
270
Lion Street Advisors
Texas
$266K +$266K +10,185 New
FEM
271
Fulcrum Equity Management
Texas
$259K +$259K +9,905 New
MA
272
Mutual Advisors
Nebraska
$256K +$256K +9,903 New
OWA
273
Octavia Wealth Advisors
Ohio
$254K +$254K +9,625 New
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$250K +$250K +9,576 New
AAS
275
Ameritas Advisory Services
Nebraska
$247K +$247K +9,471 New
9 10
11
12 13