We are live on ! Find out more
AHR icon

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
GFM
326
GF Fund Management
China
$78.4K +$74.2K +2,758 New
TRCT
327
Tower Research Capital (TRC)
New York
$75K -$90.6K -3,369 -56%
AssetMark Inc
328
AssetMark Inc
California
$74.3K +$54K +2,008 +331%
Lazard Asset Management
329
Lazard Asset Management
New York
$73K -$4.36K -162 -6%
AWM
330
Avior Wealth Management
Nebraska
$71.1K
SIM
331
Sandia Investment Management
Massachusetts
$71K -$67.2K -2,500 -50%
FFA
332
Farther Finance Advisors
California
$63.6K -$66.9K -2,487 -53%
MCM
333
MAI Capital Management
Ohio
$62.8K +$59.4K +2,209 New
CAM
334
Creekmur Asset Management
Illinois
$59.1K
PIS
335
POM Investment Strategies
North Carolina
$58.8K
KWAG
336
Kiely Wealth Advisory Group
North Carolina
$57.9K
ITIM
337
Indiana Trust & Investment Management
Indiana
$57.2K +$54.1K +2,012 New
OP
338
ORG Partners
Indiana
$56.8K +$53.8K +2,000 New
KIG
339
Kessler Investment Group
Indiana
$52.4K
Loomis, Sayles & Company
340
Loomis, Sayles & Company
Massachusetts
$50K -$8.61K -320 -15%
T
341
Tidemark
California
$48.4K
MCP
342
Militia Capital Partners
Nevada
$48.3K +$45.7K +1,700 New
ME
343
McIlrath & Eck
Washington
$46.2K -$12.6K -470 -22%
NSIM
344
North Star Investment Management
Illinois
$45.3K
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$38.7K +$36.6K +1,362 New
DRP
346
Decker Retirement Planning
Utah
$36.6K +$34.6K +1,288 New
FFO
347
Fortitude Family Office
Arizona
$35.5K -$50.4K -1,875 -60%
TCM
348
TD Capital Management
Tennessee
$34.1K +$323 +12 +1%
Jones Financial Companies
349
Jones Financial Companies
Missouri
$30.9K -$12.1K -450 -29%
KA
350
Kozak & Associates
Colorado
$30.6K

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.