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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
II
151
IFM Investors
Australia
$995K +$431K +16,017 +84%
FCM
152
FJ Capital Management
Virginia
$970K +$325K +12,068 +55%
New York State Common Retirement Fund
153
New York State Common Retirement Fund
New York
$969K +$339K +12,600 +59%
WIA
154
World Investment Advisors
California
$958K -$67.8K -2,521 -7%
DAS
155
Diversify Advisory Services
Utah
$955K +$11.7K +436 +1%
HCA
156
Harbour Capital Advisors
Virginia
$950K +$455K +16,920 +101%
SPC
157
Sigma Planning Corp
Michigan
$946K -$1.04M -38,632 -54%
Squarepoint
158
Squarepoint
New York
$939K -$841K -31,276 -49%
PFS
159
Prospera Financial Services
Texas
$919K +$367K +13,631 +73%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$915K +$866K +32,193 New
KK
161
KLP Kapitalforvaltning
Norway
$913K +$858K +31,900 New
Cerity Partners
162
Cerity Partners
New York
$912K +$552K +20,516 +177%
PAG
163
Private Advisor Group
New Jersey
$880K -$396K -14,726 -32%
SMDAM
164
Sumitomo Mitsui DS Asset Management
Japan
$878K +$110K +4,090 +15%
FGA
165
Fortis Group Advisors
New Jersey
$846K +$207K +7,693 +35%
Jane Street
166
Jane Street
New York
$832K -$678K -25,218 -46%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$823K -$608K -22,615 -44%
VanEck Associates
168
VanEck Associates
New York
$818K +$394K +14,652 +104%
ARG
169
Advisory Resource Group
Oklahoma
$794K -$25.2K -938 -3%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$784K -$417K -15,510 -36%
AAS
171
Avantax Advisory Services
Texas
$783K +$27.5K +1,024 +4%
PEAK6
172
PEAK6
Illinois
$782K +$740K +27,526 New
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$780K -$223K -8,276 -23%
GWM
174
Geneos Wealth Management
Colorado
$758K +$718K +26,680 New
SSWG
175
Seven Springs Wealth Group
Tennessee
$741K +$290K +10,770 +70%

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.