AHR icon

American Healthcare REIT
AHR

Overview Fund Activity

366 hedge funds and large institutions have $3.05B invested in American Healthcare REIT in 2024 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 82 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+236
Holders Change %
+181.54%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
252
Increased
82
Reduced
29
Closed
14
Calls
$51.1M
Puts
$907K
Net Calls
+$50.2M
Net Calls Change
+$47.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$113M
2
BlackRock
BlackRock
New York
+$107M
3
Principal Financial Group
Principal Financial Group
Iowa
+$86.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$71.7M
5
State Street
State Street
Massachusetts
+$66.5M

Top Sellers

1
GAM
Goldentree Asset Management
New York
-$23.1M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$20.1M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$19.2M
4
CIM
Centersquare Investment Management
Pennsylvania
-$12.6M
5
ACM
Adelante Capital Management
California
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
201
CreativeOne Wealth
Kansas
$499K +$499K +19,136 New
BCI
202
Brinker Capital Investments
Pennsylvania
$499K +$499K +19,126 New
OPS
203
Orion Portfolio Solutions
Nebraska
$499K +$499K +19,126 New
II
204
IFM Investors
Australia
$496K +$496K +18,988 New
WHG
205
Westwood Holdings Group
Texas
$495K +$495K +18,970 New
NAM
206
Nissay Asset Management
Japan
$495K +$495K +18,968 New
CP
207
Castleview Partners
Texas
$494K +$494K +18,935 New
KFSC
208
Keystone Financial Services (Colorado)
Colorado
$493K +$493K +18,890 New
PFS
209
Prospera Financial Services
Texas
$488K +$488K +18,702 New
AWM
210
Axxcess Wealth Management
California
$486K +$486K +18,618 New
MSAM
211
Moloney Securities Asset Management
Missouri
$480K +$480K +18,409 New
PRS
212
Pinkerton Retirement Specialists
Idaho
$480K +$480K +18,401 New
XT
213
XTX Topco
Cayman Islands
$475K +$475K +18,215 New
UM
214
UniSuper Management
Australia
$475K +$475K +18,200 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$468K +$468K +17,931 New
CAAS
216
Capital Asset Advisory Services
Michigan
$462K +$462K +18,618 New
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$462K +$462K +17,697 New
BWP
218
Baldwin Wealth Partners
Massachusetts
$453K +$453K +17,373 New
RCG
219
Regatta Capital Group
California
$448K +$448K +17,171 New
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$445K -$9.27M -355,238 -95%
UCFA
221
United Capital Financial Advisors
Texas
$443K +$443K +16,960 New
CAM
222
Concorde Asset Management
Michigan
$441K +$112K +4,297 +34%
SWP
223
Stratos Wealth Partners
Ohio
$440K +$440K +16,846 New
Victory Capital Management
224
Victory Capital Management
Texas
$437K +$437K +16,730 New
SOW
225
State of Wyoming
Wyoming
$420K +$193K +7,390 +85%
7 8
9
10 11