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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 %
AWM
151
AE Wealth Management
Kansas
$882K +$882K +33,785 New
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$868K +$868K +33,271 New
DAS
153
Diversify Advisory Services
Utah
$862K +$862K +34,634 New
PWM
154
Perigon Wealth Management
California
$862K +$862K +33,018 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$820K +$624K +23,903 +318%
BPA
156
Beacon Pointe Advisors
California
$816K +$816K +31,280 New
AWA
157
Arkadios Wealth Advisors
Georgia
$809K +$809K +30,987 New
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$791K +$791K +31,165 New
RA
159
RFG Advisory
Alabama
$774K +$774K +29,673 New
PCA
160
Prosperity Capital Advisors
Ohio
$758K +$65.4K +2,504 +9%
PCIA
161
Prime Capital Investment Advisors
Kansas
$756K +$756K +28,976 New
ARG
162
Advisory Resource Group
Oklahoma
$754K +$754K +28,885 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$753K +$753K +28,839 New
DM
164
Deerfield Management
New York
$747K +$747K +28,623 New
NICM
165
Neo Ivy Capital Management
New York
$728K +$728K +27,858 New
PFA
166
Peak Financial Advisors
Colorado
$703K -$110K -4,199 -13%
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$700K +$311K +11,932 +80%
VOYA Investment Management
168
VOYA Investment Management
Georgia
$695K +$128K +4,897 +23%
AAS
169
Avantax Advisory Services
Texas
$692K +$230K +8,804 +50%
Empower Advisory Group
170
Empower Advisory Group
Colorado
$679K +$679K +26,030 New
SB
171
Strategic Blueprint
Georgia
$663K +$663K +25,416 New
SOS
172
Silver Oak Securities
Tennessee
$645K +$107K +4,108 +20%
CIA
173
Concurrent Investment Advisors
Florida
$642K +$642K +24,607 New
FWM
174
Focused Wealth Management
New York
$621K +$621K +23,789 New
NA
175
NewEdge Advisors
Louisiana
$620K +$240K +9,196 +63%
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