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American Healthcare REIT

388 hedge funds and large institutions have $3.8B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
76
Increased
142
Reduced
131
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
176
Csenge Advisory Group
Florida
$720K +$44.2K +1,554 +7%
SPIA
177
Steward Partners Investment Advisory
New York
$717K +$376K +13,215 +110%
PFA
178
Peak Financial Advisors
Colorado
$714K -$51.6K -1,814 -7%
CIA
179
Concurrent Investment Advisors
Florida
$705K +$6.05K +213 +0.9%
Empower Advisory Group
180
Empower Advisory Group
Colorado
$703K -$36.9K -1,297 -5%
SOS
181
Silver Oak Securities
Tennessee
$699K +$57 +2 +0%
PCIA
182
Prime Capital Investment Advisors
Kansas
$679K -$144K -5,075 -18%
FWM
183
Focused Wealth Management
New York
$673K -$3.07K -108 -0.5%
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$672K +$672K +23,645 New
RH
185
RFG Holdings
Texas
$668K
PWM
186
Perigon Wealth Management
California
$663K -$284K -9,904 -30%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$644K -$176K -6,194 -21%
SBIA
188
Sheaff Brock Investment Advisors
Indiana
$633K +$633K +22,278 New
NAM
189
Nissay Asset Management
Japan
$630K +$89.8K +3,152 +17%
AWM
190
Apollon Wealth Management
South Carolina
$629K +$183K +6,425 +41%
SB
191
Strategic Blueprint
Georgia
$615K -$108K -3,794 -15%
NA
192
NewEdge Advisors
Louisiana
$611K -$63.6K -2,239 -9%
MML Investors Services
193
MML Investors Services
Massachusetts
$610K -$42.2K -1,485 -6%
DWM
194
Diversify Wealth Management
Utah
$604K -$25.8K -947 -4%
RA
195
RFG Advisory
Alabama
$595K -$249K -8,754 -30%
CAM
196
Cresset Asset Management
Illinois
$585K +$585K +20,394 New
AWS
197
Atria Wealth Solutions
New York
$576K -$75.9K -2,657 -12%
AWM
198
AE Wealth Management
Kansas
$566K -$395K -13,884 -41%
HI
199
Harbour Investments
Wisconsin
$552K -$4.83K -170 -0.9%
GIA
200
Gladstone Institutional Advisory
Florida
$549K +$796 +28 +0.1%