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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
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$250K +$187K +9,576 New
AAS
277
Ameritas Advisory Services
Nebraska
$247K +$185K +9,471 New
BCM
278
Becker Capital Management
Oregon
$247K +$183K +9,381 New
FA
279
Fiduciary Alliance
South Carolina
$246K +$183K +9,416 New
Two Sigma Advisers
280
Two Sigma Advisers
New York
$245K +$183K +9,400 New
IWC
281
Integrated Wealth Concepts
Massachusetts
$236K +$176K +9,035 New
RFS
282
Retirement Financial Solutions
Tennessee
$234K +$175K +8,973 New
NL
283
NWAM LLC
Washington
$231K +$173K +8,868 New
M&T Bank
284
M&T Bank
New York
$231K +$173K +8,854 New
KA
285
Kovack Advisors
Florida
$229K +$171K +8,791 New
SAG
286
SageView Advisory Group
California
$227K +$169K +8,686 New
KWS
287
Keystone Wealth Services
California
$223K +$167K +8,548 New
SRSA
288
S.R. Schill & Associates
Washington
$218K +$162K +8,339 New
CIP
289
Cornerstone Investment Partners
Georgia
$216K +$161K +8,270 New
SIA
290
Soltis Investment Advisors
Utah
$214K +$160K +8,203 New
AI
291
Atria Investments
North Carolina
$213K -$44.4K -2,281 -22%
AIP
292
Ameritas Investment Partners
Nebraska
$210K +$33K +1,695 +27%
BCM
293
Brookstone Capital Management
Illinois
$209K +$156K +8,007 New
AWM
294
Atticus Wealth Management
Florida
$204K +$152K +7,811 New
HFM
295
Harvest Fund Management
China
$203K +$152K +7,796 New
SVCP
296
Silicon Valley Capital Partners
California
$191K +$143K +7,326 New
MG
297
Mather Group
Illinois
$182K +$136K +6,965 New
GWP
298
Gen-Wealth Partners
Michigan
$179K +$129K +6,617 New
HGERS
299
Householder Group Estate & Retirement Specialist
Arizona
$168K +$126K +6,470 New
CAS
300
Coppell Advisory Solutions
Texas
$162K +$121K +6,217 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.