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American Healthcare REIT

388 hedge funds and large institutions have $3.8B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
76
Increased
142
Reduced
131
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
251
HRC Wealth Management
Idaho
$317K +$317K +11,142 New
X
252
Xponance
Pennsylvania
$313K +$313K +11,019 New
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$302K +$142 +5 +0%
Corient Private Wealth
254
Corient Private Wealth
Florida
$301K -$58.6K -2,061 -16%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$301K -$585K -20,588 -66%
AWM
256
Accel Wealth Management
Iowa
$293K +$293K +10,306 New
SWP
257
Stratos Wealth Partners
Ohio
$289K -$189K -6,667 -40%
FA
258
Fiduciary Alliance
South Carolina
$289K +$21.4K +754 +8%
MA
259
Mutual Advisors
Nebraska
$286K +$1.72K +60 +0.6%
FEM
260
Fulcrum Equity Management
Texas
$282K
IAN
261
Integrated Advisors Network
Texas
$281K -$174K -6,117 -38%
JG
262
Jain Global
New York
$279K +$279K +9,831 New
PRS
263
Pinkerton Retirement Specialists
Idaho
$279K -$244K -8,596 -47%
GVAG
264
Great Valley Advisor Group
Delaware
$278K -$95.2K -3,350 -26%
PCA
265
Prosperity Capital Advisors
Ohio
$278K -$548K -19,284 -66%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$277K -$226K -7,966 -45%
OWA
267
Octavia Wealth Advisors
Ohio
$276K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$273K -$236K -8,319 -46%
TC
269
TownSquare Capital
Utah
$269K -$33.1K -1,165 -11%
BPA
270
Beacon Pointe Advisors
California
$269K -$620K -21,808 -70%
BCM
271
Becker Capital Management
Oregon
$269K
AQR Capital Management
272
AQR Capital Management
Connecticut
$266K +$266K +9,357 New
FIA
273
Foundations Investment Advisors
Arizona
$265K -$353K -12,430 -57%
EFG
274
Elios Financial Group
Ohio
$260K -$45.6K -1,604 -15%
AG
275
AmeriFlex Group
Nevada
$260K +$260K +9,175 New