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American Healthcare REIT

130 hedge funds and large institutions have $1.08B invested in American Healthcare REIT in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

33,100% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $7K

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

25% more funds holding

Funds holding: 104130 (+26)

8.43% more ownership

Funds ownership: 104.13%112.56% (+8.4%)

8% more capital invested

Capital invested by funds: $1,000M → $1.08B (+$76.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
130
Holders Change
+26
Holders Change %
+25%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
63
Increased
38
Reduced
22
Closed
37
Calls
$2.32M
Puts
$7K
Net Calls
+$2.32M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$2.15M +$2.08M +147,081 New
Franklin Resources
52
Franklin Resources
California
$2.15M +$347K +24,531 +20%
Two Sigma Investments
53
Two Sigma Investments
New York
$1.98M -$1.84M -130,301 -49%
PCM
54
Prelude Capital Management
New York
$1.92M +$1.71M +120,884 +1,118%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.88M +$1.82M +128,600 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.65M +$46.7K +3,305 +3%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.5M +$1.45M +102,891 New
Asset Management One
58
Asset Management One
Japan
$1.39M +$1.35M +95,379 New
QT
59
Quantbot Technologies
New York
$1.39M +$1.34M +95,064 New
UBS Group
60
UBS Group
Switzerland
$1.38M +$1.33M +93,863 +20,405%
NWM
61
Nicola Wealth Management
British Columbia, Canada
$1.31M -$137K -9,700 -13%
Wells Fargo
62
Wells Fargo
California
$1.26M +$344K +24,317 +39%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$1.23M +$1.19M +84,000 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.2M +$1.16M +82,242 New
Nomura Asset Management
65
Nomura Asset Management
Japan
$1.17M +$1.13M +80,200 New
Barclays
66
Barclays
United Kingdom
$1.11M +$1.07M +75,728 New
Ameriprise
67
Ameriprise
Minnesota
$1.09M +$1.05M +74,300 New
BFM
68
Boothbay Fund Management
New York
$1.05M +$687K +48,598 +207%
Legal & General Group
69
Legal & General Group
United Kingdom
$1.04M -$1.72M -122,081 -63%
Bank of America
70
Bank of America
North Carolina
$1.03M +$186K +13,183 +23%
UBS AM
71
UBS AM
Illinois
$1.03M +$992K +70,205 New
SGM
72
Seven Grand Managers
New York
$1.02M
AGM
73
Alpine Global Management
New York
$932K +$901K +63,798 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$931K +$900K +63,717 New
SC
75
Shay Capital
New York
$877K

AHR Hedge Fund Activity: Q2 2024 in Review

130 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q2 2024, worth a combined $1.08B — up 7.6% from $1,000M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AHR positions and 37 closed out — a net gain of 26 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.5M. The largest seller was V3 Capital Management, exiting entirely with an estimated $42.3M sold.

  • 130 institutional investors held American Healthcare REIT (AHR) as of Q2 2024, up from 104 in Q1 2024.
  • Funds reported $1.08B of American Healthcare REIT stock for Q2 2024, up 7.6% quarter-over-quarter.
  • 63 funds opened new American Healthcare REIT positions in Q2 2024 and 37 closed out, a net change of +26 holders.
  • The largest American Healthcare REIT buyer in Q2 2024 was Vanguard Group, an estimated $34.5M added.
  • The largest American Healthcare REIT seller in Q2 2024 was V3 Capital Management, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2024.