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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 %
BCM
276
Becker Capital Management
Oregon
$247K +$247K +9,381 New
FA
277
Fiduciary Alliance
South Carolina
$246K +$246K +9,416 New
Two Sigma Advisers
278
Two Sigma Advisers
New York
$245K +$245K +9,400 New
IWC
279
Integrated Wealth Concepts
Massachusetts
$236K +$236K +9,035 New
RFS
280
Retirement Financial Solutions
Tennessee
$234K +$234K +8,973 New
NL
281
NWAM LLC
Washington
$231K +$231K +8,868 New
M&T Bank
282
M&T Bank
New York
$231K +$231K +8,854 New
KA
283
Kovack Advisors
Florida
$229K +$229K +8,791 New
SAG
284
SageView Advisory Group
California
$227K +$227K +8,686 New
KWS
285
Keystone Wealth Services
California
$223K +$223K +8,548 New
SRSA
286
S.R. Schill & Associates
Washington
$218K +$218K +8,339 New
CIP
287
Cornerstone Investment Partners
Georgia
$216K +$216K +8,270 New
SIA
288
Soltis Investment Advisors
Utah
$214K +$214K +8,203 New
AI
289
Atria Investments
North Carolina
$213K -$59.5K -2,281 -22%
AIP
290
Ameritas Investment Partners
Nebraska
$210K +$44.2K +1,695 +27%
BCM
291
Brookstone Capital Management
Illinois
$209K +$209K +8,007 New
AWM
292
Atticus Wealth Management
Florida
$204K +$204K +7,811 New
HFM
293
Harvest Fund Management
China
$203K +$203K +7,796 New
SVCP
294
Silicon Valley Capital Partners
California
$191K +$191K +7,326 New
MG
295
Mather Group
Illinois
$182K +$182K +6,965 New
GWP
296
Gen-Wealth Partners
Michigan
$179K +$179K +6,617 New
HGERS
297
Householder Group Estate & Retirement Specialist
Arizona
$168K +$168K +6,470 New
CAS
298
Coppell Advisory Solutions
Texas
$162K +$162K +6,217 New
TRCT
299
Tower Research Capital (TRC)
New York
$157K +$157K +6,009 New
SIS
300
Sound Income Strategies
Florida
$155K +$155K +5,923 New
10 11
12
13 14