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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
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$932K +$696K +35,725 New
PCM
152
Penserra Capital Management
California
$908K +$59.7K +3,066 +10%
AWM
153
AE Wealth Management
Kansas
$882K +$658K +33,785 New
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$868K +$648K +33,271 New
DAS
155
Diversify Advisory Services
Utah
$862K +$675K +34,634 New
PWM
156
Perigon Wealth Management
California
$862K +$643K +33,018 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$820K +$466K +23,903 +318%
BPA
158
Beacon Pointe Advisors
California
$816K +$609K +31,280 New
AWA
159
Arkadios Wealth Advisors
Georgia
$809K +$604K +30,987 New
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$791K +$607K +31,165 New
RA
161
RFG Advisory
Alabama
$774K +$578K +29,673 New
PCA
162
Prosperity Capital Advisors
Ohio
$758K +$48.8K +2,504 +9%
PCIA
163
Prime Capital Investment Advisors
Kansas
$756K +$565K +28,976 New
ARG
164
Advisory Resource Group
Oklahoma
$754K +$563K +28,885 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$753K +$562K +28,839 New
DM
166
Deerfield Management
New York
$747K +$558K +28,623 New
NICM
167
Neo Ivy Capital Management
New York
$728K +$543K +27,858 New
PFA
168
Peak Financial Advisors
Colorado
$703K -$81.8K -4,199 -13%
SMDAM
169
Sumitomo Mitsui DS Asset Management
Japan
$700K +$232K +11,932 +80%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$695K +$95.4K +4,897 +23%
AAS
171
Avantax Advisory Services
Texas
$692K +$172K +8,804 +50%
Empower Advisory Group
172
Empower Advisory Group
Colorado
$679K +$507K +26,030 New
SB
173
Strategic Blueprint
Georgia
$663K +$495K +25,416 New
SOS
174
Silver Oak Securities
Tennessee
$645K +$80K +4,108 +20%
CIA
175
Concurrent Investment Advisors
Florida
$642K +$479K +24,607 New

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.