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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
SSA
176
Schonfeld Strategic Advisors
New York
$722K -$734K -27,300 -52%
CAG
177
Csenge Advisory Group
Florida
$720K +$41.8K +1,554 +7%
SPIA
178
Steward Partners Investment Advisory
New York
$717K +$355K +13,215 +110%
PFA
179
Peak Financial Advisors
Colorado
$714K -$48.8K -1,814 -7%
CIA
180
Concurrent Investment Advisors
Florida
$705K +$5.73K +213 +0.9%
Empower Advisory Group
181
Empower Advisory Group
Colorado
$703K -$34.9K -1,297 -5%
SOS
182
Silver Oak Securities
Tennessee
$699K +$54 +2 +0%
PCIA
183
Prime Capital Investment Advisors
Kansas
$679K -$137K -5,075 -18%
FWM
184
Focused Wealth Management
New York
$673K -$2.9K -108 -0.5%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$672K +$636K +23,645 New
RH
186
RFG Holdings
Texas
$668K
PWM
187
Perigon Wealth Management
California
$663K -$266K -9,904 -30%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$644K -$167K -6,194 -21%
SBIA
189
Sheaff Brock Investment Advisors
Indiana
$633K +$599K +22,278 New
NAM
190
Nissay Asset Management
Japan
$630K +$84.8K +3,152 +17%
AWM
191
Apollon Wealth Management
South Carolina
$629K +$173K +6,425 +41%
SB
192
Strategic Blueprint
Georgia
$615K -$102K -3,794 -15%
NA
193
NewEdge Advisors
Louisiana
$611K -$60.2K -2,239 -9%
MML Investors Services
194
MML Investors Services
Massachusetts
$610K -$39.9K -1,485 -6%
DWM
195
Diversify Wealth Management
Utah
$604K -$25.5K -947 -4%
RA
196
RFG Advisory
Alabama
$595K -$235K -8,754 -30%
CAM
197
Cresset Asset Management
Illinois
$585K +$549K +20,394 New
AWS
198
Atria Wealth Solutions
New York
$576K -$71.5K -2,657 -12%
AWM
199
AE Wealth Management
Kansas
$566K -$373K -13,884 -41%
HI
200
Harbour Investments
Wisconsin
$552K -$4.57K -170 -0.9%

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.