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American Healthcare REIT

388 hedge funds and large institutions have $3.8B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
76
Increased
142
Reduced
131
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
326
AssetMark Inc
California
$74.3K +$57.1K +2,008 +331%
Lazard Asset Management
327
Lazard Asset Management
New York
$73K -$4.6K -162 -6%
AWM
328
Avior Wealth Management
Nebraska
$71.1K
SIM
329
Sandia Investment Management
Massachusetts
$71.1K -$71.1K -2,500 -50%
FFA
330
Farther Finance Advisors
California
$63.6K -$70.7K -2,487 -53%
MCM
331
MAI Capital Management
Ohio
$62.8K +$62.8K +2,209 New
CAM
332
Creekmur Asset Management
Illinois
$59.1K
PIS
333
POM Investment Strategies
North Carolina
$58.8K
KWAG
334
Kiely Wealth Advisory Group
North Carolina
$57.9K
ITIM
335
Indiana Trust & Investment Management
Indiana
$57.2K +$57.2K +2,012 New
OP
336
ORG Partners
Indiana
$56.8K +$56.8K +2,000 New
KIG
337
Kessler Investment Group
Indiana
$52.4K
Loomis, Sayles & Company
338
Loomis, Sayles & Company
Massachusetts
$50K -$9.01K -320 -15%
T
339
Tidemark
California
$48.4K
MCP
340
Militia Capital Partners
Nevada
$48.3K +$48.3K +1,700 New
ME
341
McIlrath & Eck
Washington
$46.2K -$13.4K -470 -22%
NSIM
342
North Star Investment Management
Illinois
$45.3K
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$38.7K +$38.7K +1,362 New
DRP
344
Decker Retirement Planning
Utah
$36.6K +$36.6K +1,288 New
FFO
345
Fortitude Family Office
Arizona
$35.5K -$53.3K -1,875 -60%
TCM
346
TD Capital Management
Tennessee
$34.1K +$341 +12 +1%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$30.9K -$12.8K -450 -29%
KA
348
Kozak & Associates
Colorado
$30.6K
PS
349
Principal Securities
Iowa
$29.6K +$3.35K +118 +13%
CWA
350
Carolina Wealth Advisors
South Carolina
$29.4K +$29.4K +1,035 New