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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
AWA
126
Arete Wealth Advisors
Illinois
$1.63M +$138K +5,145 +10%
DAS
127
Dynamic Advisor Solutions
Arizona
$1.57M -$107K -3,982 -7%
CFG
128
Cosner Financial Group
Colorado
$1.57M -$261K -9,713 -15%
UIC
129
Uniplan Investment Counsel
Wisconsin
$1.52M +$1.44M +53,455 New
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.4M +$936K +34,779 +243%
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M +$710K +26,378 +119%
PI
132
PFG Investments
New York
$1.37M -$104K -3,879 -7%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$1.32M +$355K +13,208 +40%
AWA
134
Arkadios Wealth Advisors
Georgia
$1.29M +$389K +14,464 +47%
T
135
Transce3nd
Texas
$1.28M +$1.18M +43,996 New
ASRS
136
Arizona State Retirement System
Arizona
$1.25M +$649K +24,138 +121%
ZIM
137
Zacks Investment Management
Illinois
$1.25M +$20.8K +774 +2%
IIM
138
INTECH Investment Management
Florida
$1.23M +$818K +30,409 +239%
JSW
139
Journey Strategic Wealth
New Jersey
$1.22M -$25.6K -953 -2%
ProShare Advisors
140
ProShare Advisors
Maryland
$1.22M +$732K +27,213 +174%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$1.21M +$428K +15,910 +60%
UM
142
UniSuper Management
Australia
$1.21M +$651K +24,200 +133%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$1.18M -$112K -4,177 -9%
GI
144
GAMCO Investors
Connecticut
$1.15M +$1.09M +40,500 New
RSF
145
Rik Saylor Financial
Ohio
$1.14M +$1.07M +39,953 New
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$1.1M +$1.04M +38,800 New
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$1.07M +$456K +16,948 +83%
TPA
148
Trivium Point Advisory
Connecticut
$1.05M -$225K -8,378 -18%
JWCA
149
J.W. Cole Advisors
Florida
$1.04M -$125K -4,648 -11%
Creative Planning
150
Creative Planning
Kansas
$1.01M -$119K -4,429 -11%

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.