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American Healthcare REIT

368 hedge funds and large institutions have $3.08B invested in American Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 82 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,531% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $907K

1,846% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 13

186% more capital invested

Capital invested by funds: $1.08B → $3.08B (+$2B)

183% more funds holding

Funds holding: 130368 (+238)

173% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 30

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35.27% less ownership

Funds ownership: 112.56%77.3% (-35%)

Holders
368
Holders Change
+238
Holders Change %
+183.08%
% of All Funds
5.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
253
Increased
82
Reduced
30
Closed
13
Calls
$51.1M
Puts
$907K
Net Calls
+$50.2M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
76
Manning & Napier Advisors
New York
$4.99M -$700K -35,939 -16%
HCM
77
Hilton Capital Management
New York
$4.78M +$3.57M +183,039 New
MFG
78
Merit Financial Group
Georgia
$4.73M +$3.53M +181,237 New
Barclays
79
Barclays
United Kingdom
$4.65M +$2M +102,588 +135%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$4.45M +$3.25M +166,600 +4,165%
JC
81
JB Capital
Connecticut
$4.44M +$3.31M +170,144 New
Canada Life
82
Canada Life
Manitoba, Canada
$4.33M +$3.24M +166,050 New
Renaissance Technologies
83
Renaissance Technologies
New York
$4.14M -$2M -102,700 -39%
Franklin Resources
84
Franklin Resources
California
$4.13M +$393K +20,174 +14%
UBS Group
85
UBS Group
Switzerland
$4M +$1.15M +58,980 +63%
HAG
86
HighPoint Advisor Group
Illinois
$3.72M +$2.77M +142,316 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$3.6M +$1.45M +74,181 +116%
OIA
88
OneDigital Investment Advisors
Kansas
$3.56M +$2.66M +136,331 New
EWA
89
EverSource Wealth Advisors
Alabama
$3.56M +$2.66M +136,279 New
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$3.45M +$935K +48,000 +57%
EI
91
EAM Investors
California
$3.18M +$2.38M +121,990 New
Wells Fargo
92
Wells Fargo
California
$2.95M +$523K +26,837 +31%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$2.93M +$181K +9,283 +9%
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$2.77M +$2.07M +106,024 New
MWM
95
Modern Wealth Management
Kansas
$2.6M +$1.94M +99,637 New
Two Sigma Investments
96
Two Sigma Investments
New York
$2.57M -$719K -36,906 -27%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$2.51M +$1.04M +53,547 +126%
First Trust Advisors
98
First Trust Advisors
Illinois
$2.49M +$1.86M +95,264 New
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$2.46M +$814K +41,755 +80%
NCL
100
Nishkama Capital LLC
Puerto Rico
$2.38M +$1.77M +91,000 New

AHR Hedge Fund Activity: Q3 2024 in Review

368 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q3 2024, worth a combined $3.08B — up 186% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new AHR positions and 13 closed out — a net gain of 240 holders — while 82 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $84.5M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $20.1M sold.

  • 368 institutional investors held American Healthcare REIT (AHR) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $3.08B of American Healthcare REIT stock for Q3 2024, up 186% quarter-over-quarter.
  • 253 funds opened new American Healthcare REIT positions in Q3 2024 and 13 closed out, a net change of +240 holders.
  • The largest American Healthcare REIT buyer in Q3 2024 was Vanguard Group, an estimated $84.5M added.
  • The largest American Healthcare REIT seller in Q3 2024 was Lasalle Investment Management Securities, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2024.