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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
KIG
326
Kessler Investment Group
Indiana
$48.1K +$35.9K +1,842 New
SWA
327
SOA Wealth Advisors
New York
$45.3K +$33.8K +1,737 New
T
328
Tidemark
California
$44.5K +$33.2K +1,704 New
NSIM
329
North Star Investment Management
Illinois
$41.6K +$31.1K +1,595 New
Jones Financial Companies
330
Jones Financial Companies
Missouri
$40.2K +$30K +1,539 New
MSG
331
Main Street Group
Virginia
$35.6K +$26.6K +1,363 New
APC
332
Aspire Private Capital
North Carolina
$35.1K +$26.2K +1,343 New
QL
333
Quarry LP
New York
$33K +$24.7K +1,266 New
TCM
334
TD Capital Management
Tennessee
$31K +$23.1K +1,187 New
PA
335
Pineridge Advisors
Missouri
$29K +$21.6K +1,110 New
WSFS
336
Wilmington Savings Fund Society
Delaware
$27.7K +$20.7K +1,060 New
KA
337
Kozak & Associates
Colorado
$27.6K +$21.2K +1,088 New
FA
338
Financial Avengers
California
$24.2K +$18K +926 New
PS
339
Principal Securities
Iowa
$24.1K +$2.24K +115 +14%
NECFA
340
New England Capital Financial Advisors
Connecticut
$22.9K +$17.1K +879 New
VCM
341
Versant Capital Management
Arizona
$22.6K +$16.9K +867 New
SIC
342
Salem Investment Counselors
North Carolina
$22.5K +$16.6K +854 New
RWPA
343
Richard W. Paul & Associates
Michigan
$22.4K +$16.7K +859 New
GIA
344
GHP Investment Advisors
Colorado
$22.3K +$16.6K +854 New
TAM
345
Tucker Asset Management
Colorado
$22.1K +$16.5K +848 New
DWM
346
Darwin Wealth Management
Florida
$21.7K +$16.2K +833 New
SIS
347
Strategic Investment Solutions
Illinois
$21.2K +$15.8K +813 New
HCA
348
Harbor Capital Advisors
Illinois
$21K +$15.5K +796 New
S
349
SignatureFD
Georgia
$20.1K +$15K +772 New
HNB
350
Huntington National Bank
Ohio
$19.2K +$14.3K +734 New

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.