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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
PS
351
Principal Securities
Iowa
$29.6K +$3.17K +118 +13%
CWA
352
Carolina Wealth Advisors
South Carolina
$29.4K +$27.8K +1,035 New
RCM
353
Richardson Capital Management
Wisconsin
$28.8K +$27.2K +1,013 New
GI
354
GAMMA Investing
California
$28.1K +$13.6K +504 +104%
FA
355
Financial Avengers
California
$26.3K
MSG
356
Main Street Group
Virginia
$25.9K -$12.1K -450 -33%
WSFS
357
Wilmington Savings Fund Society
Delaware
$25.7K -$4.2K -156 -15%
NECFA
358
New England Capital Financial Advisors
Connecticut
$25.2K +$242 +9 +1%
VCM
359
Versant Capital Management
Arizona
$24.6K
APW
360
Aventura Private Wealth
Florida
$24.6K +$23.3K +867 New
SIC
361
Salem Investment Counselors
North Carolina
$24.5K
RWPA
362
Richard W. Paul & Associates
Michigan
$24.4K
TAM
363
Tucker Asset Management
Colorado
$24.1K
DWM
364
Darwin Wealth Management
Florida
$23.7K
VHAM
365
Van Hulzen Asset Management
California
$23K +$21.8K +810 New
DWM
366
Dogwood Wealth Management
Kansas
$22.7K +$21.5K +798 New
S
367
SignatureFD
Georgia
$22.5K +$538 +20 +3%
HNB
368
Huntington National Bank
Ohio
$21.3K +$457 +17 +2%
MSWA
369
Marshall & Sterling Wealth Advisors
New York
$19.7K +$18.7K +695 New
GRP
370
Global Retirement Partners
California
$19.7K
SWM
371
Sanctuary Wealth Management
Idaho
$16.5K
TCM
372
Tradewinds Capital Management
Washington
$16K
CA
373
CoreCap Advisors
Michigan
$16K -$1.34K -50 -8%
MFS
374
Mattson Financial Services
Michigan
$13.2K +$13.6K +507 New
AIC
375
Archer Investment Corporation
Indiana
$13.2K

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.