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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$436M +$201M +7,474,374 +95%
BlackRock
2
BlackRock
New York
$430M +$158M +5,877,600 +64%
Principal Financial Group
3
Principal Financial Group
Iowa
$348M +$74M +2,750,137 +29%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$291M -$86.7M -3,222,415 -24%
State Street
5
State Street
Massachusetts
$182M +$71.8M +2,669,900 +72%
Deutsche Bank
6
Deutsche Bank
Germany
$123M +$2.55M +94,925 +2%
CIM
7
Centersquare Investment Management
Pennsylvania
$108M -$8.11M -301,513 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$105M +$31.5M +1,172,670 +46%
Prudential Financial
9
Prudential Financial
New Jersey
$100M +$11.4M +422,869 +14%
American Century Companies
10
American Century Companies
Missouri
$71.6M -$556K -20,684 -0.8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$65.1M +$3.32M +123,362 +6%
Charles Schwab
12
Charles Schwab
California
$61M +$6.38M +237,139 +12%
N
13
Nuveen
North Carolina
$57.9M -$1.25M -46,489 -2%
Macquarie Group
14
Macquarie Group
Australia
$57.5M -$3.56M -132,530 -6%
GA
15
GRS Advisors
Illinois
$49.6M +$779K +28,963 +2%
Northern Trust
16
Northern Trust
Illinois
$49.2M +$23.2M +861,882 +99%
LBIM
17
Land & Buildings Investment Management
Connecticut
$44.3M +$920K +34,189 +2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$42.2M -$3.41M -126,756 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38.6M -$6.63M -246,457 -15%
JP Morgan Chase
20
JP Morgan Chase
New York
$38M +$11.3M +418,589 +46%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$37.1M -$3.46M -128,481 -9%
Millennium Management
22
Millennium Management
New York
$34.4M -$39M -1,450,351 -55%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.8M +$32M +1,190,634 New
UBS Group
24
UBS Group
Switzerland
$30.6M +$24.9M +924,948 +603%
Bank of America
25
Bank of America
North Carolina
$30.6M +$3.04M +113,006 +12%

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.