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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
TRCT
301
Tower Research Capital (TRC)
New York
$157K +$117K +6,009 New
SIS
302
Sound Income Strategies
Florida
$155K +$115K +5,923 New
ADL
303
Asset Dedication LLC
California
$134K +$100K +5,141 New
SIM
304
Sandia Investment Management
Massachusetts
$131K +$97.4K +5,000 New
FFA
305
Farther Finance Advisors
California
$123K +$92.1K +4,725 New
AF
306
Advisornet Financial
Minnesota
$121K +$90.3K +4,633 New
CFGS
307
Concourse Financial Group Securities
Alabama
$114K +$80.7K +4,142 +2,203%
AF
308
Allworth Financial
California
$107K +$80.1K +4,112 New
IA
309
IFP Advisors
Florida
$107K +$79.7K +4,092 New
PWMG
310
Prestige Wealth Management Group
New Jersey
$107K +$78.8K +4,047 New
FFO
311
Fortitude Family Office
Arizona
$81.6K +$60.9K +3,125 New
GEA
312
Glen Eagle Advisors
New Jersey
$81.2K +$60.7K +3,113 New
PFA
313
Pathway Financial Advisers
Indiana
$76K +$56.7K +2,911 New
Lazard Asset Management
314
Lazard Asset Management
New York
$71K +$53.2K +2,733 New
JSAM
315
J. Safra Asset Management
New York
$69.7K +$52K +2,668 New
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$66.3K +$12.7K +654 +35%
AWM
317
Avior Wealth Management
Nebraska
$65.3K +$48.7K +2,502 New
AB
318
Amalgamated Bank
New York
$59K
Loomis, Sayles & Company
319
Loomis, Sayles & Company
Massachusetts
$55K +$40.8K +2,095 New
ME
320
McIlrath & Eck
Washington
$54.7K +$40.8K +2,096 New
CAM
321
Creekmur Asset Management
Illinois
$54.2K +$40.5K +2,078 New
PIS
322
POM Investment Strategies
North Carolina
$54K +$40.3K +2,068 New
KWAG
323
Kiely Wealth Advisory Group
North Carolina
$53K
KBC Group
324
KBC Group
Belgium
$51K +$38.3K +1,967 New
RIM
325
Rakuten Investment Management
Japan
$49.4K

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.