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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
NYLIM
101
New York Life Investment Management
New York
$300K +$290K +20,512 New
MIM
102
MetLife Investment Management
New Jersey
$272K +$263K +18,584 New
ASRS
103
Arizona State Retirement System
Arizona
$267K +$259K +18,300 New
AAS
104
Avantax Advisory Services
Texas
$259K +$250K +17,717 New
KAS
105
Kestra Advisory Services
Texas
$247K -$21.6K -1,528 -8%
SMDAM
106
Sumitomo Mitsui DS Asset Management
Japan
$217K +$210K +14,873 New
FCM
107
FJ Capital Management
Virginia
$215K +$208K +14,747 New
NA
108
NewEdge Advisors
Louisiana
$212K -$75.5K -5,344 -27%
Osaic Holdings
109
Osaic Holdings
Arizona
$209K +$34.5K +2,445 +21%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$195K +$188K +13,313 New
SG Americas Securities
111
SG Americas Securities
New York
$189K +$183K +12,951 New
CAM
112
Concorde Asset Management
Michigan
$184K +$178K +12,600 New
HFA
113
Harbert Fund Advisors
Alabama
$183K +$177K +12,500 New
AI
114
Atria Investments
North Carolina
$152K +$147K +10,429 New
SOW
115
State of Wyoming
Wyoming
$127K +$123K +8,695 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$110K +$106K +7,507 New
AIP
117
Ameritas Investment Partners
Nebraska
$93.1K +$90K +6,370 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$58K +$56.5K +4,000 New
SFA
119
Semmax Financial Advisors
North Carolina
$54.7K +$43.7K +3,096 New
KWAG
120
Kiely Wealth Advisory Group
North Carolina
$33.7K +$28.7K +2,032 New
AB
121
Amalgamated Bank
New York
$33K +$31.8K +2,250 New
RIM
122
Rakuten Investment Management
Japan
$27.4K +$26.7K +1,891 New
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$27.3K +$26.6K +1,883 New
SWS
124
SYSTM Wealth Solutions
Illinois
$14.6K
PS
125
Principal Securities
Iowa
$11.8K -$2.4K -170 -17%

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.