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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 %
CWS
201
Cypress Wealth Services
California
$547K
Victory Capital Management
202
Victory Capital Management
Texas
$533K +$57.6K +2,026 +12%
WHG
203
Westwood Holdings Group
Texas
$526K -$13.1K -462 -2%
TF
204
Trek Financial
Arizona
$511K -$53.3K -1,875 -9%
PFA
205
Petra Financial Advisors
Colorado
$495K -$605K -21,280 -55%
BWP
206
Baldwin Wealth Partners
Massachusetts
$494K
MSAM
207
Moloney Securities Asset Management
Missouri
$486K -$37.3K -1,312 -7%
MGP
208
Metis Global Partners
California
$486K +$100K +3,535 +26%
UCFA
209
United Capital Financial Advisors
Texas
$482K
BCI
210
Brinker Capital Investments
Pennsylvania
$467K -$76.1K -2,678 -14%
OPS
211
Orion Portfolio Solutions
Nebraska
$467K -$76.1K -2,678 -14%
WWA
212
WCG Wealth Advisors
Nevada
$460K +$460K +16,171 New
AIP
213
Ameritas Investment Partners
Nebraska
$452K +$223K +7,842 +97%
JF
214
Jump Financial
Illinois
$429K -$5.91M -208,111 -93%
AF
215
Allworth Financial
California
$422K +$306K +10,816 +263%
SWM
216
Spire Wealth Management
Virginia
$419K +$419K +14,744 New
HFM
217
Harvest Fund Management
China
$419K +$198K +6,960 +89%
LCM
218
Landscape Capital Management
New Jersey
$419K +$419K +14,735 New
PIA
219
Panoramic Investment Advisors
Colorado
$416K -$37.9K -1,335 -8%
SAG
220
SageView Advisory Group
California
$415K +$168K +5,908 +68%
CWM
221
CIBC World Markets
New York
$404K +$404K +14,230 New
Truist Financial
222
Truist Financial
North Carolina
$404K +$57.4K +2,019 +17%
CCM
223
Carlson Capital Management
Minnesota
$404K
GSEP
224
Golden State Equity Partners
California
$402K +$402K +14,145 New
FCA
225
FLC Capital Advisors
California
$402K -$185K -6,500 -31%