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
FWM
176
Focused Wealth Management
New York
$621K +$463K +23,789 New
NA
177
NewEdge Advisors
Louisiana
$620K +$179K +9,196 +63%
HFO
178
Heritage Family Offices
Arizona
$617K +$460K +23,628 New
RH
179
RFG Holdings
Texas
$613K +$458K +23,502 New
MML Investors Services
180
MML Investors Services
Massachusetts
$599K +$447K +22,937 New
AWS
181
Atria Wealth Solutions
New York
$598K +$445K +22,821 New
DWM
182
Diversify Wealth Management
Utah
$594K -$206K -10,580 -31%
CAG
183
Csenge Advisory Group
Florida
$584K +$463K +23,768 New
LAM
184
Lifestyle Asset Management
Texas
$582K +$435K +22,308 New
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$580K -$37.4K -1,919 -8%
FCM
186
FJ Capital Management
Virginia
$576K +$143K +7,316 +50%
FGA
187
Fortis Group Advisors
New Jersey
$576K +$430K +22,058 New
FIA
188
Foundations Investment Advisors
Arizona
$568K +$424K +21,744 New
New York State Common Retirement Fund
189
New York State Common Retirement Fund
New York
$561K -$93.5K -4,800 -18%
Walleye Capital
190
Walleye Capital
New York
$557K -$6.81M -349,603 -94%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$539K -$12.5K -643 -3%
FCA
192
FLC Capital Advisors
California
$539K +$402K +20,644 New
CC
193
Centiva Capital
New York
$535K +$399K +20,482 New
PI
194
PEAK6 Investments
Illinois
$526K +$392K +20,143 New
BFG
195
Bleakley Financial Group
New Jersey
$525K +$392K +20,123 New
CW
196
CIC Wealth
Maryland
$524K +$391K +20,064 New
ASRS
197
Arizona State Retirement System
Arizona
$520K +$31.4K +1,611 +9%
TF
198
Trek Financial
Arizona
$518K +$387K +19,840 New
HI
199
Harbour Investments
Wisconsin
$511K +$382K +19,584 New
SA
200
Strategic Advocates
Utah
$504K +$376K +19,318 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.