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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
DFCM
301
Dark Forest Capital Management
Puerto Rico
$209K -$1.79M -66,709 -90%
EWA
302
EP Wealth Advisors
California
$206K +$195K +7,254 New
BTWM
303
Brass Tax Wealth Management
Ohio
$205K +$194K +7,229 New
MG
304
Mather Group
Illinois
$198K
KBC Group
305
KBC Group
Belgium
$197K +$133K +4,949 +252%
SG Americas Securities
306
SG Americas Securities
New York
$187K -$812K -30,195 -82%
Group One Trading
307
Group One Trading
Illinois
$176K +$167K +6,204 New
NWM
308
Nova Wealth Management
Florida
$174K +$165K +6,122 New
SOW
309
State of Wyoming
Wyoming
$168K -$274K -10,185 -63%
SVCP
310
Silicon Valley Capital Partners
California
$152K -$53.7K -1,995 -27%
AB
311
Amalgamated Bank
New York
$147K +$78.9K +2,935 +130%
ADL
312
Asset Dedication LLC
California
$146K
SCM
313
Sterling Capital Management
North Carolina
$139K +$124K +4,604 +1,627%
JSAM
314
J. Safra Asset Management
New York
$136K +$57.3K +2,131 +80%
IA
315
IFP Advisors
Florida
$134K +$15.9K +591 +14%
CF
316
Centaurus Financial
California
$133K +$126K +4,693 New
NFSG
317
Newbridge Financial Services Group
Florida
$133K +$125K +4,665 New
AF
318
Advisornet Financial
Minnesota
$132K
Mirae Asset Global Investments
319
Mirae Asset Global Investments
South Korea
$121K +$45.7K +1,699 +67%
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$119K -$60.9K -2,263 -35%
PWMG
321
Prestige Wealth Management Group
New Jersey
$116K
CFGS
322
Concourse Financial Group Securities
Alabama
$112K -$9.63K -358 -8%
GWP
323
Gen-Wealth Partners
Michigan
$106K -$77.3K -2,873 -43%
Fidelity International
324
Fidelity International
Bermuda
$96K +$90.8K +3,377 New
PC
325
Promus Capital
Illinois
$85.5K +$80.9K +3,009 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.