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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$9.32M -$1.8M -66,832 -17%
Osaic Holdings
52
Osaic Holdings
Arizona
$9.25M -$405K -15,073 -4%
Barclays
53
Barclays
United Kingdom
$9.24M +$3.95M +146,938 +82%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$9.1M -$714K -26,536 -8%
Invesco
55
Invesco
Georgia
$8.69M +$5.97M +222,052 +266%
CCM
56
Chilton Capital Management
Texas
$8.5M -$4.92M -182,976 -38%
Swiss National Bank
57
Swiss National Bank
Switzerland
$8.48M +$191K +7,100 +2%
AAMU
58
APG Asset Management US
New York
$8.33M
BFM
59
Boothbay Fund Management
New York
$8.31M +$219K +8,149 +3%
SO
60
STRS Ohio
Ohio
$7.84M -$3.18M -118,200 -30%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$7.74M +$7.33M +272,462 New
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$7.72M +$7.31M +271,596 New
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$7.28M +$3.88M +144,119 +128%
EGI
64
EAM Global Investors
California
$7.08M +$4.3K +160 +0.1%
OCBCO
65
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.78M +$964K +35,830 +18%
Capital Fund Management (CFM)
66
Capital Fund Management (CFM)
France
$6.62M +$6.26M +232,876 New
Asset Management One
67
Asset Management One
Japan
$6.6M +$504K +18,747 +9%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$6.57M -$1.59M -59,109 -20%
PCM
69
Peregrine Capital Management
Minnesota
$6.35M -$219K -8,135 -4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$6.16M +$2.28M +84,703 +64%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.16M +$107K +3,980 +2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$6.06M +$1.15M +42,593 +25%
Nomura Asset Management
73
Nomura Asset Management
Japan
$5.94M +$132K +4,901 +2%
Verition Fund Management
74
Verition Fund Management
Connecticut
$5.69M -$1.02M -37,781 -16%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$5.63M +$3.19M +118,743 +150%

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.