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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
5.17%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$436M +$212M +7,474,374 +95%
BlackRock
2
BlackRock
New York
$430M +$167M +5,877,600 +64%
Principal Financial Group
3
Principal Financial Group
Iowa
$348M +$78.2M +2,750,137 +29%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$291M -$91.6M -3,222,415 -24%
State Street
5
State Street
Massachusetts
$182M +$76.5M +2,669,900 +72%
Deutsche Bank
6
Deutsche Bank
Germany
$123M +$2.7M +94,925 +2%
CIM
7
Centersquare Investment Management
Pennsylvania
$108M -$8.57M -301,513 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$105M +$33.3M +1,172,670 +46%
Prudential Financial
9
Prudential Financial
New Jersey
$100M +$12M +422,869 +14%
American Century Companies
10
American Century Companies
Missouri
$71.6M -$588K -20,684 -0.8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$65.1M +$3.51M +123,362 +6%
Charles Schwab
12
Charles Schwab
California
$61M +$6.74M +237,139 +12%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$57.9M -$1.32M -46,489 -2%
Macquarie Group
14
Macquarie Group
Australia
$57.5M -$3.77M -132,530 -6%
GA
15
GRS Advisors
Illinois
$49.6M +$823K +28,963 +2%
Northern Trust
16
Northern Trust
Illinois
$49.2M +$24.5M +861,882 +99%
LBIM
17
Land & Buildings Investment Management
Connecticut
$44.3M +$972K +34,189 +2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$42.2M -$3.6M -126,756 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38.6M -$7M -246,457 -15%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$38M +$11.9M +418,589 +46%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$37.1M -$3.65M -128,481 -9%
Millennium Management
22
Millennium Management
New York
$34.4M -$41.2M -1,450,351 -55%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.8M +$33.8M +1,190,634 New
UBS Group
24
UBS Group
Switzerland
$30.6M +$26.3M +924,948 +603%
Bank of America
25
Bank of America
North Carolina
$30.6M +$3.21M +113,006 +12%