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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
GIA
201
Gladstone Institutional Advisory
Florida
$504K +$376K +19,306 New
CWS
202
Cypress Wealth Services
California
$502K +$375K +19,239 New
CW
203
CreativeOne Wealth
Kansas
$499K +$373K +19,136 New
BCI
204
Brinker Capital Investments
Pennsylvania
$499K +$373K +19,126 New
OPS
205
Orion Portfolio Solutions
Nebraska
$499K +$373K +19,126 New
II
206
IFM Investors
Australia
$496K +$370K +18,988 New
WHG
207
Westwood Holdings Group
Texas
$495K +$370K +18,970 New
NAM
208
Nissay Asset Management
Japan
$495K +$370K +18,968 New
CP
209
Castleview Partners
Texas
$494K +$369K +18,935 New
KFSC
210
Keystone Financial Services (Colorado)
Colorado
$493K +$368K +18,890 New
PFS
211
Prospera Financial Services
Texas
$488K +$364K +18,702 New
AWM
212
Axxcess Wealth Management
California
$486K +$363K +18,618 New
MSAM
213
Moloney Securities Asset Management
Missouri
$480K +$359K +18,409 New
PRS
214
Pinkerton Retirement Specialists
Idaho
$480K +$359K +18,401 New
XT
215
XTX Topco
Cayman Islands
$475K +$355K +18,215 New
UM
216
UniSuper Management
Australia
$475K +$355K +18,200 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$468K +$349K +17,931 New
CAAS
218
Capital Asset Advisory Services
Michigan
$462K +$363K +18,618 New
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$462K +$345K +17,697 New
BWP
220
Baldwin Wealth Partners
Massachusetts
$453K +$338K +17,373 New
RCG
221
Regatta Capital Group
California
$448K +$335K +17,171 New
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$445K -$6.92M -355,238 -95%
UCFA
223
United Capital Financial Advisors
Texas
$443K +$330K +16,960 New
CAM
224
Concorde Asset Management
Michigan
$441K +$83.7K +4,297 +34%
SWP
225
Stratos Wealth Partners
Ohio
$440K +$328K +16,846 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.