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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
AG
276
AmeriFlex Group
Nevada
$260K +$247K +9,175 New
SA
277
Sanctuary Advisors
Indiana
$253K -$39.7K -1,477 -14%
SIS
278
Sound Income Strategies
Florida
$251K +$78.3K +2,911 +49%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$249K -$21.5K -798 -8%
CFG
280
Cooper Financial Group
California
$246K +$257K +9,546 New
PFA
281
Pure Financial Advisors
California
$243K -$129K -4,807 -36%
QC
282
Quadrature Capital
United Kingdom
$239K +$226K +8,410 New
Walleye Capital
283
Walleye Capital
New York
$237K -$349K -12,981 -61%
SRSA
284
S.R. Schill & Associates
Washington
$237K
LSA
285
Lion Street Advisors
Texas
$237K -$49.8K -1,853 -18%
CIP
286
Cornerstone Investment Partners
Georgia
$235K +$296 +11 +0.1%
SIA
287
Soltis Investment Advisors
Utah
$233K +$323 +12 +0.1%
PAS
288
Park Avenue Securities
New York
$232K -$75.2K -2,796 -26%
WWG
289
West Wealth Group
California
$230K -$59.5K -2,212 -21%
NL
290
NWAM LLC
Washington
$228K -$23.2K -862 -10%
AWM
291
Axxcess Wealth Management
California
$227K -$286K -10,647 -57%
LFG
292
Larson Financial Group
Missouri
$226K -$126K -4,702 -37%
CAAS
293
Capital Asset Advisory Services
Michigan
$225K -$286K -10,647 -57%
AWM
294
Atticus Wealth Management
Florida
$222K
BW
295
Bison Wealth
Georgia
$220K -$216K -8,021 -51%
AC
296
Allstate Corporation
Illinois
$215K +$204K +7,576 New
MWA
297
Medallion Wealth Advisors
Connecticut
$214K +$197K +7,319 New
CWM
298
Cornerstone Wealth Management
Missouri
$211K +$200K +7,440 New
OBWG
299
Onyx Bridge Wealth Group
New York
$209K +$198K +7,355 New
TCM
300
Tran Capital Management
California
$209K +$198K +7,350 New

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.