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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
Marshall Wace
76
Marshall Wace
United Kingdom
$5.6M +$5.3M +196,929 New
HRES
77
Heitman Real Estate Securities
Illinois
$5.57M -$1.46M -54,369 -22%
Canada Life
78
Canada Life
Manitoba, Canada
$5.5M +$746K +27,747 +17%
BAMCO Inc
79
BAMCO Inc
New York
$5.37M +$5.08M +188,959 New
MFG
80
Merit Financial Group
Georgia
$5.24M +$80.6K +2,997 +2%
Franklin Resources
81
Franklin Resources
California
$5.11M +$340K +12,624 +8%
Wells Fargo
82
Wells Fargo
California
$5.1M +$1.79M +66,675 +59%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$5M +$2.88M +106,935 +155%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4.92M -$1.39M -51,518 -23%
OIA
85
OneDigital Investment Advisors
Kansas
$4.67M +$755K +28,084 +21%
HCM
86
Hilton Capital Management
New York
$4.45M -$709K -26,353 -14%
IFG
87
Independent Financial Group
California
$4.31M -$5.76M -214,104 -59%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$4.27M +$2.97M +110,309 +276%
EWA
89
EverSource Wealth Advisors
Alabama
$4.24M +$347K +12,882 +9%
Citadel Advisors
90
Citadel Advisors
Florida
$4.14M -$7.07M -262,787 -64%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$4.04M +$110K +4,086 +3%
ERSOT
92
Employees Retirement System of Texas
Texas
$3.84M +$3.63M +135,000 New
Citigroup
93
Citigroup
New York
$3.74M +$1.75M +64,903 +97%
AG
94
Algert Global
California
$3.73M +$3.53M +131,314 New
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$3.65M +$926K +34,433 +37%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$3.56M +$1.72M +63,762 +104%
QT
97
Quantbot Technologies
New York
$3.55M -$4.63M -171,978 -58%
EI
98
EAM Investors
California
$3.39M -$74.7K -2,777 -2%
Two Sigma Investments
99
Two Sigma Investments
New York
$3.16M +$342K +12,717 +13%
Raymond James Financial
100
Raymond James Financial
Florida
$3.16M +$2.99M +111,290 New

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.