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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
Morgan Stanley
26
Morgan Stanley
New York
$30.3M +$7.16M +266,007 +33%
Hudson Bay Capital Management
27
Hudson Bay Capital Management
Connecticut
$30.1M -$33.1M -1,229,990 -54%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$29.2M -$551K -20,468 -2%
AllianceBernstein
29
AllianceBernstein
Tennessee
$28.8M -$16.2M -602,520 -37%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$26.3M +$13.3M +495,000 +115%
Legal & General Group
31
Legal & General Group
United Kingdom
$24.4M +$11.6M +432,222 +102%
LPL Financial
32
LPL Financial
California
$24.2M -$2.93M -108,916 -11%
ZP
33
Zimmer Partners
New York
$22.6M +$920K +34,200 +5%
UBS AM
34
UBS AM
Illinois
$21.8M +$11.1M +410,868 +115%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$20.7M +$11.4M +424,773 +140%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$20.4M -$70.5M -2,619,528 -78%
Norges Bank
37
Norges Bank
Norway
$19.3M
SEI Investments
38
SEI Investments
Pennsylvania
$18.4M -$2.18M -81,012 -11%
Federated Hermes
39
Federated Hermes
Pennsylvania
$18.3M +$8.35M +310,295 +93%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$18M -$9.07M -337,080 -35%
KAS
41
Kestra Advisory Services
Texas
$16.6M +$2.76M +102,425 +21%
Goldman Sachs
42
Goldman Sachs
New York
$16.5M -$10.4M -385,405 -40%
WCP
43
Waterfront Capital Partners
New York
$15.1M +$14.3M +530,119 New
GCM
44
Ghisallo Capital Management
Massachusetts
$14.9M
BC
45
Brookfield Corp
Ontario, Canada
$13.7M +$1.19M +44,110 +10%
LIP
46
Lighthouse Investment Partners
Florida
$12.1M +$11.4M +425,000 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$11.4M +$1.97M +73,319 +22%
MOACM
48
Mutual of America Capital Management
New York
$9.69M -$42.9K -1,593 -0.5%
Daiwa Securities Group
49
Daiwa Securities Group
Japan
$9.51M +$1.37M +50,931 +18%
Renaissance Technologies
50
Renaissance Technologies
New York
$9.35M +$4.58M +170,100 +107%

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.