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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
HCA
376
Harbor Capital Advisors
Illinois
$13K -$8.74K -325 -41%
CFFP
377
Center for Financial Planning
Michigan
$12.3K
GIA
378
GHP Investment Advisors
Colorado
$12.1K -$11.5K -427 -50%
OLVIG
379
Oliver Lagore Vanvalin Investment Group
Michigan
$11K -$6.11K -227 -37%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$9.52K +$8.47K +315 +1,575%
US Bancorp
381
US Bancorp
Minnesota
$7.9K +$1.77K +66 +31%
HIM
382
Hillsdale Investment Management
Ontario, Canada
$7.39K +$6.99K +260 New
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$5.32K +$377 +14 +8%
BTI
384
Blue Trust Inc
Georgia
$4.38K +$4.14K +154 New
RIL
385
Rothschild Investment LLC
Illinois
$2.84K +$538 +20 +25%
QCG
386
Quadrant Capital Group
Ohio
$1.05K
TPCW
387
TD Private Client Wealth
New York
$938 +$888 +33 New
PA
388
Parallel Advisors
California
$739 +$699 +26 New
GM
389
GeoWealth Management
Illinois
$483 -$619 -23 -58%
SSG
390
Summit Securities Group
New York
$28 +$27 +1 New
GAM
391
Goldentree Asset Management
New York
-$10.7M -411,245 Closed
MIM
392
Monashee Investment Management
Massachusetts
-$9.79M -375,000 Closed
Tudor Investment Corp
393
Tudor Investment Corp
Connecticut
-$9.19M -352,286 Closed
EIP
394
Easterly Investment Partners
Massachusetts
-$6.6M -253,000 Closed
GC
395
Gillson Capital
Illinois
-$5.45M -208,872 Closed
SGM
396
Seven Grand Managers
New York
-$5.22M -200,000 Closed
MNA
397
Manning & Napier Advisors
New York
-$4.99M -191,092 Closed
IAIM
398
International Assets Investment Management
Florida
-$6.65K -173,539 Closed
JC
399
JB Capital
Connecticut
-$4.44M -170,144 Closed
NCL
400
Nishkama Capital LLC
Puerto Rico
-$2.38M -91,000 Closed

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.