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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
GIA
201
Gladstone Institutional Advisory
Florida
$549K +$753 +28 +0.1%
CWS
202
Cypress Wealth Services
California
$547K
Victory Capital Management
203
Victory Capital Management
Texas
$533K +$54.5K +2,026 +12%
WHG
204
Westwood Holdings Group
Texas
$526K -$12.4K -462 -2%
TF
205
Trek Financial
Arizona
$511K -$50.4K -1,875 -9%
PFA
206
Petra Financial Advisors
Colorado
$495K -$572K -21,280 -55%
BWP
207
Baldwin Wealth Partners
Massachusetts
$494K
MSAM
208
Moloney Securities Asset Management
Missouri
$486K -$35.3K -1,312 -7%
MGP
209
Metis Global Partners
California
$486K +$95.1K +3,535 +26%
UCFA
210
United Capital Financial Advisors
Texas
$482K
BCI
211
Brinker Capital Investments
Pennsylvania
$467K -$72K -2,678 -14%
OPS
212
Orion Portfolio Solutions
Nebraska
$467K -$72K -2,678 -14%
WWA
213
WCG Wealth Advisors
Nevada
$460K +$435K +16,171 New
AIP
214
Ameritas Investment Partners
Nebraska
$452K +$211K +7,842 +97%
JF
215
Jump Financial
Illinois
$429K -$5.6M -208,111 -93%
AF
216
Allworth Financial
California
$422K +$291K +10,816 +263%
SWM
217
Spire Wealth Management
Virginia
$419K +$397K +14,744 New
HFM
218
Harvest Fund Management
China
$419K +$187K +6,960 +89%
LCM
219
Landscape Capital Management
New Jersey
$419K +$396K +14,735 New
PIA
220
Panoramic Investment Advisors
Colorado
$416K -$35.9K -1,335 -8%
SAG
221
SageView Advisory Group
California
$415K +$159K +5,908 +68%
CWM
222
CIBC World Markets
New York
$404K +$383K +14,230 New
Truist Financial
223
Truist Financial
North Carolina
$404K +$54.3K +2,019 +17%
CCM
224
Carlson Capital Management
Minnesota
$404K
GSEP
225
Golden State Equity Partners
California
$402K +$380K +14,145 New

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.