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American Healthcare REIT
AHR

Overview Fund Activity

366 hedge funds and large institutions have $3.05B invested in American Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+236
Holders Change %
+181.54%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
252
Increased
82
Reduced
29
Closed
14
Calls
$51.1M
Puts
$907K
Net Calls
+$50.2M
Net Calls Change
+$47.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$113M
2
BlackRock
BlackRock
New York
+$107M
3
Principal Financial Group
Principal Financial Group
Iowa
+$86.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$71.7M
5
State Street
State Street
Massachusetts
+$66.5M

Top Sellers

1
GAM
Goldentree Asset Management
New York
-$23.1M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$20.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.2M
4
CIM
Centersquare Investment Management
Pennsylvania
-$12.6M
5
ACM
Adelante Capital Management
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$1.32M +$749K +28,685 +131%
TC
127
TwinBeech Capital
New York
$1.24M +$1.24M +47,526 New
IC
128
Inscription Capital
Texas
$1.24M +$1.24M +47,382 New
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M +$1.23M +46,923 New
TPA
130
Trivium Point Advisory
Connecticut
$1.21M +$1.21M +45,326 New
SFM
131
Systematic Financial Management
New Jersey
$1.21M +$1.21M +46,362 New
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$1.2M +$664K +25,421 +123%
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$1.19M +$1.19M +45,720 New
PAG
134
Private Advisor Group
New Jersey
$1.19M +$1.19M +45,698 New
Mirae Asset Global ETFs Holdings
135
Mirae Asset Global ETFs Holdings
Hong Kong
$1.17M +$1.17M +44,969 New
CF
136
Corebridge Financial
Texas
$1.15M +$236K +9,039 +26%
JSW
137
Journey Strategic Wealth
New Jersey
$1.14M +$1.14M +43,843 New
ZIM
138
Zacks Investment Management
Illinois
$1.13M +$1.13M +43,270 New
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$1.12M +$1.12M +43,100 New
Amundi
140
Amundi
France
$1.1M +$1.1M +44,264 New
JWCA
141
J.W. Cole Advisors
Florida
$1.08M +$1.08M +41,362 New
WBC
142
Westpac Banking Corp
Australia
$1.06M +$1.06M +40,650 New
Creative Planning
143
Creative Planning
Kansas
$1.05M +$1.05M +40,047 New
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$1.04M +$1.04M +39,905 New
PFA
145
Petra Financial Advisors
Colorado
$1.01M +$1.01M +38,684 New
SG Americas Securities
146
SG Americas Securities
New York
$960K +$622K +23,827 +184%
WIA
147
World Investment Advisors
California
$946K +$946K +36,238 New
SOADOR
148
State of Alaska Department of Revenue
Alaska
$944K +$130K +4,975 +16%
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$932K +$932K +35,725 New
PCM
150
Penserra Capital Management
California
$908K +$80K +3,066 +10%
4 5
6
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