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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
GRP
351
Global Retirement Partners
California
$18.1K +$13.5K +694 New
OLVIG
352
Oliver Lagore Vanvalin Investment Group
Michigan
$16K +$12K +614 New
CA
353
CoreCap Advisors
Michigan
$16K +$11.9K +613 New
AssetMark Inc
354
AssetMark Inc
California
$15.8K +$11.4K +585 +2,659%
SWM
355
Sanctuary Wealth Management
Idaho
$15.1K +$11.3K +579 New
TCM
356
Tradewinds Capital Management
Washington
$14.7K +$11K +563 New
GI
357
GAMMA Investing
California
$12.6K +$9.43K +484 New
AIC
358
Archer Investment Corporation
Indiana
$12.1K +$9.06K +465 New
CFFP
359
Center for Financial Planning
Michigan
$11.3K +$8.42K +432 New
SCM
360
Sterling Capital Management
North Carolina
$7.39K +$5.51K +283 New
IAIM
361
International Assets Investment Management
Florida
$6.65K +$3.38M +173,539 New
US Bancorp
362
US Bancorp
Minnesota
$5.53K +$4.13K +212 New
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$4.52K +$3.37K +173 New
RIL
364
Rothschild Investment LLC
Illinois
$2.09K +$1.36K +70 +700%
GM
365
GeoWealth Management
Illinois
$1.04K +$779 +40 New
QCG
366
Quadrant Capital Group
Ohio
$966 +$721 +37 New
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$522 +$390 +20 New
LIMS
368
Lasalle Investment Management Securities
Maryland
-$20.1M -1,376,021 Closed
ACM
369
Adelante Capital Management
California
-$12.2M -835,832 Closed
Marshall Wace
370
Marshall Wace
United Kingdom
-$4.54M -310,677 Closed
Axa
371
Axa
France
-$2.5M -171,191 Closed
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
-$1.2M -82,242 Closed
AGM
373
Alpine Global Management
New York
-$932K -63,798 Closed
SC
374
Shay Capital
New York
-$877K -60,000 Closed
VI
375
Vestcor Inc
New Brunswick, Canada
-$795K -54,400 Closed

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.