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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
CFGS
126
Concourse Financial Group Securities
Alabama
$2.79K +$947 +67 +55%
AssetMark Inc
127
AssetMark Inc
California
$321 +$311 +22 New
CWP
128
Concord Wealth Partners
Virginia
$321 +$311 +22 New
RIL
129
Rothschild Investment LLC
Illinois
$146 +$141 +10 New
VCM
130
V3 Capital Management
Texas
-$42.3M -2,870,302 Closed
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
-$21.6M -1,465,496 Closed
WCP
132
Waterfront Capital Partners
New York
-$20.1M -1,364,427 Closed
CC
133
Conversant Capital
New Jersey
-$11.4M -775,000 Closed
ZP
134
Zimmer Partners
New York
-$6.27M -425,000 Closed
ECM
135
ExodusPoint Capital Management
New York
-$5.21M -352,996 Closed
Squarepoint
136
Squarepoint
New York
-$5.04M -341,459 Closed
Point72 Asset Management
137
Point72 Asset Management
Connecticut
-$4.03M -273,314 Closed
HF
138
HRT Financial
New York
-$2.03M -137,574 Closed
DKCM
139
Davidson Kempner Capital Management
New York
-$1.7M -115,000 Closed
CSS
140
Cubist Systematic Strategies
Connecticut
-$1.52M -102,976 Closed
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
-$1.43M -97,111 Closed
Jane Street
142
Jane Street
New York
-$1.26M -85,192 Closed
Capstone Investment Advisors
143
Capstone Investment Advisors
New York
-$1.2M -81,400 Closed
MFS
144
Mirabella Financial Services
United Kingdom
-$1.19M -80,370 Closed
LMGAM
145
Liberty Mutual Group Asset Management
Massachusetts
-$1.11M -75,135 Closed
JFG
146
Jefferies Financial Group
New York
-$1.07M -72,500 Closed
SSA
147
Schonfeld Strategic Advisors
New York
-$969K -65,698 Closed
HAG
148
HighPoint Advisor Group
Illinois
-$586K -41,595 Closed
JF
149
Jump Financial
Illinois
-$467K -31,675 Closed
BHCM
150
Brevan Howard Capital Management
Jersey
-$355K -24,054 Closed

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.