We are live on ! Find out more
AHR icon

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
AWA
126
Arete Wealth Advisors
Illinois
$1.35M +$1.02M +52,260 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$1M +51,561 New
RJA
128
Raymond James & Associates
Florida
$1.32M +$559K +28,685 +131%
TC
129
TwinBeech Capital
New York
$1.24M +$926K +47,526 New
IC
130
Inscription Capital
Texas
$1.24M +$923K +47,382 New
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$1.23M +$914K +46,923 New
TPA
132
Trivium Point Advisory
Connecticut
$1.21M +$883K +45,326 New
SFM
133
Systematic Financial Management
New Jersey
$1.21M +$903K +46,362 New
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$1.2M +$495K +25,421 +123%
NEWAS
135
N.E.W. Advisory Services
Wisconsin
$1.19M +$891K +45,720 New
PAG
136
Private Advisor Group
New Jersey
$1.19M +$890K +45,698 New
Mirae Asset Global ETFs Holdings
137
Mirae Asset Global ETFs Holdings
Hong Kong
$1.17M +$876K +44,969 New
CF
138
Corebridge Financial
Texas
$1.15M +$176K +9,039 +26%
JSW
139
Journey Strategic Wealth
New Jersey
$1.14M +$854K +43,843 New
ZIM
140
Zacks Investment Management
Illinois
$1.13M +$843K +43,270 New
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$1.12M +$840K +43,100 New
Amundi
142
Amundi
France
$1.1M +$862K +44,264 New
JWCA
143
J.W. Cole Advisors
Florida
$1.08M +$806K +41,362 New
WBC
144
Westpac Banking Corp
Australia
$1.06M +$792K +40,650 New
Creative Planning
145
Creative Planning
Kansas
$1.05M +$780K +40,047 New
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$1.04M +$777K +39,905 New
PFA
147
Petra Financial Advisors
Colorado
$1.01M +$754K +38,684 New
SG Americas Securities
148
SG Americas Securities
New York
$960K +$464K +23,827 +184%
WIA
149
World Investment Advisors
California
$946K +$706K +36,238 New
SOADOR
150
State of Alaska Department of Revenue
Alaska
$944K +$96.9K +4,975 +16%

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.