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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 %
SA
276
Sanctuary Advisors
Indiana
$253K -$42.5K -1,477 -14%
SIS
277
Sound Income Strategies
Florida
$251K +$82.7K +2,911 +49%
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$249K -$22.7K -798 -8%
CFG
279
Cooper Financial Group
California
$246K +$246K +9,546 New
PFA
280
Pure Financial Advisors
California
$243K -$137K -4,807 -36%
QC
281
Quadrature Capital
United Kingdom
$239K +$239K +8,410 New
Walleye Capital
282
Walleye Capital
New York
$237K -$369K -12,981 -61%
SRSA
283
S.R. Schill & Associates
Washington
$237K
LSA
284
Lion Street Advisors
Texas
$237K -$52.7K -1,853 -18%
CIP
285
Cornerstone Investment Partners
Georgia
$235K +$313 +11 +0.1%
SIA
286
Soltis Investment Advisors
Utah
$233K +$341 +12 +0.1%
PAS
287
Park Avenue Securities
New York
$232K -$79.5K -2,796 -26%
WWG
288
West Wealth Group
California
$230K -$62.9K -2,212 -21%
NL
289
NWAM LLC
Washington
$228K -$24.5K -862 -10%
AWM
290
Axxcess Wealth Management
California
$227K -$303K -10,647 -57%
LFG
291
Larson Financial Group
Missouri
$226K -$134K -4,702 -37%
CAAS
292
Capital Asset Advisory Services
Michigan
$225K -$300K -10,647 -57%
AWM
293
Atticus Wealth Management
Florida
$222K
BW
294
Bison Wealth
Georgia
$220K -$228K -8,021 -51%
AC
295
Allstate Corporation
Illinois
$215K +$215K +7,576 New
CWM
296
Cornerstone Wealth Management
Missouri
$211K +$211K +7,440 New
OBWG
297
Onyx Bridge Wealth Group
New York
$209K +$209K +7,355 New
TCM
298
Tran Capital Management
California
$209K +$209K +7,350 New
DFCM
299
Dark Forest Capital Management
Puerto Rico
$209K -$1.9M -66,709 -90%
EWA
300
EP Wealth Advisors
California
$206K +$206K +7,254 New