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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 %
ADL
301
Asset Dedication LLC
California
$134K +$134K +5,141 New
SIM
302
Sandia Investment Management
Massachusetts
$131K +$131K +5,000 New
FFA
303
Farther Finance Advisors
California
$123K +$123K +4,725 New
AF
304
Advisornet Financial
Minnesota
$121K +$121K +4,633 New
CFGS
305
Concourse Financial Group Securities
Alabama
$114K +$109K +4,142 +2,203%
AF
306
Allworth Financial
California
$107K +$107K +4,112 New
IA
307
IFP Advisors
Florida
$107K +$107K +4,092 New
PWMG
308
Prestige Wealth Management Group
New Jersey
$107K +$107K +4,047 New
FFO
309
Fortitude Family Office
Arizona
$81.6K +$81.6K +3,125 New
GEA
310
Glen Eagle Advisors
New Jersey
$81.2K +$81.2K +3,113 New
PFA
311
Pathway Financial Advisers
Indiana
$76K +$76K +2,911 New
Lazard Asset Management
312
Lazard Asset Management
New York
$71K +$71K +2,733 New
JSAM
313
J. Safra Asset Management
New York
$69.7K +$69.7K +2,668 New
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$66.3K +$17.1K +654 +35%
AWM
315
Avior Wealth Management
Nebraska
$65.3K +$65.3K +2,502 New
AB
316
Amalgamated Bank
New York
$59K – – –
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
$55K +$55K +2,095 New
ME
318
McIlrath & Eck
Washington
$54.7K +$54.7K +2,096 New
CAM
319
Creekmur Asset Management
Illinois
$54.2K +$54.2K +2,078 New
PIS
320
POM Investment Strategies
North Carolina
$54K +$54K +2,068 New
KWAG
321
Kiely Wealth Advisory Group
North Carolina
$53K – – –
KBC Group
322
KBC Group
Belgium
$51K +$51K +1,967 New
RIM
323
Rakuten Investment Management
Japan
$49.4K – – –
KIG
324
Kessler Investment Group
Indiana
$48.1K +$48.1K +1,842 New
SWA
325
SOA Wealth Advisors
New York
$45.3K +$45.3K +1,737 New
11 12
13
14 15