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American Healthcare REIT

391 hedge funds and large institutions have $3.81B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 142 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

799% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $946K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $3.08B → $3.81B (+$727M)

10.18% more ownership

Funds ownership: 77.3%87.48% (+10%)

6% more funds holding

Funds holding: 368391 (+23)

8% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 132

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
77
Increased
142
Reduced
132
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
251
Lifestyle Asset Management
Texas
$321K -$296K -11,022 -49%
HWM
252
HRC Wealth Management
Idaho
$317K +$300K +11,142 New
X
253
Xponance
Pennsylvania
$313K +$296K +11,019 New
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$302K +$134 +5 +0%
Corient Private Wealth
255
Corient Private Wealth
Florida
$301K -$55.4K -2,061 -16%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$301K -$554K -20,588 -66%
AWM
257
Accel Wealth Management
Iowa
$293K +$277K +10,306 New
SWP
258
Stratos Wealth Partners
Ohio
$289K -$179K -6,667 -40%
FA
259
Fiduciary Alliance
South Carolina
$289K +$20.3K +754 +8%
MA
260
Mutual Advisors
Nebraska
$286K +$1.61K +60 +0.6%
FEM
261
Fulcrum Equity Management
Texas
$282K
IAN
262
Integrated Advisors Network
Texas
$281K -$165K -6,117 -38%
JG
263
Jain Global
New York
$279K +$264K +9,831 New
PRS
264
Pinkerton Retirement Specialists
Idaho
$279K -$231K -8,596 -47%
GVAG
265
Great Valley Advisor Group
Delaware
$278K -$90.1K -3,350 -26%
PCA
266
Prosperity Capital Advisors
Ohio
$278K -$519K -19,284 -66%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$277K -$214K -7,966 -45%
OWA
268
Octavia Wealth Advisors
Ohio
$276K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$273K -$224K -8,319 -46%
TC
270
TownSquare Capital
Utah
$269K -$31.3K -1,165 -11%
BPA
271
Beacon Pointe Advisors
California
$269K -$587K -21,808 -70%
BCM
272
Becker Capital Management
Oregon
$269K
AQR Capital Management
273
AQR Capital Management
Connecticut
$266K +$252K +9,357 New
FIA
274
Foundations Investment Advisors
Arizona
$265K -$334K -12,430 -57%
EFG
275
Elios Financial Group
Ohio
$260K -$43.1K -1,604 -15%

AHR Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q4 2024, worth a combined $3.81B — up 24% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AHR positions and 47 closed out — a net gain of 30 holders — while 142 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $201M. The largest seller was Wellington Management Group, cutting an estimated $86.7M.

  • 391 institutional investors held American Healthcare REIT (AHR) as of Q4 2024, up from 368 in Q3 2024.
  • Funds reported $3.81B of American Healthcare REIT stock for Q4 2024, up 24% quarter-over-quarter.
  • 77 funds opened new American Healthcare REIT positions in Q4 2024 and 47 closed out, a net change of +30 holders.
  • The largest American Healthcare REIT buyer in Q4 2024 was Vanguard Group, an estimated $201M added.
  • The largest American Healthcare REIT seller in Q4 2024 was Wellington Management Group, an estimated $86.7M sold.

Based on aggregated 13F filings for Q4 2024.