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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$351M +$53.5M +2,747,960 +26%
Principal Financial Group
2
Principal Financial Group
Iowa
$248M +$64.9M +3,330,714 +54%
BlackRock
3
BlackRock
New York
$241M +$79.6M +4,084,528 +79%
Vanguard Group
4
Vanguard Group
Pennsylvania
$206M +$84.5M +4,339,086 +122%
Deutsche Bank
5
Deutsche Bank
Germany
$110M +$10.3M +527,725 +14%
CIM
6
Centersquare Investment Management
Pennsylvania
$107M -$9.42M -483,531 -11%
State Street
7
State Street
Massachusetts
$96.5M +$49.5M +2,538,177 +222%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$87.1M +$10M +515,444 +18%
Prudential Financial
9
Prudential Financial
New Jersey
$80.9M +$219K +11,241 +0.4%
Millennium Management
10
Millennium Management
New York
$69.4M +$9.78M +501,910 +23%
American Century Companies
11
American Century Companies
Missouri
$66.3M +$48.8M +2,507,124 +7,731%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$66M +$21.3M +1,094,296 +76%
Hudson Bay Capital Management
13
Hudson Bay Capital Management
Connecticut
$59.7M +$26.8M +1,375,505 +151%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$56.6M +$42.2M +2,167,622 New
Macquarie Group
15
Macquarie Group
Australia
$56.2M +$14.8M +761,504 +55%
N
16
Nuveen
North Carolina
$54.6M +$6.84M +351,280 +20%
Charles Schwab
17
Charles Schwab
California
$49.8M +$20.2M +1,034,365 +118%
GA
18
GRS Advisors
Illinois
$44.8M +$33.4M +1,715,289 New
AllianceBernstein
19
AllianceBernstein
Tennessee
$42.1M +$10.6M +544,840 +51%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$42.1M +$5.17M +265,226 +20%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.9M +$30.8M +1,582,426 +6,876%
LBIM
22
Land & Buildings Investment Management
Connecticut
$39.8M -$5.31M -272,385 -15%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$37.4M +$27.9M +1,432,240 New
Aberdeen Group
24
Aberdeen Group
United Kingdom
$27.4M +$4.55M +233,701 +29%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$25.3M -$11.1K -572 -0.1%

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.