AHR
American Healthcare REIT, Inc. · Real Estate · REIT - Healthcare Facilities
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones -10.4% ·
nuevas posiciones netas +20.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 127 | +5 | 164.23M | $8.56B | +11 | −5 |
| Q1 2026 | 124 | -4 | 144.70M | $6.84B | +8 | −13 |
| Q4 2025 | 128 | +1 | 153.63M | $7.24B | +2 | — |
| Q3 2025 | 21 | +1 | 72.42M | $3.05B | +1 | −1 |
| Q2 2025 | 18 | +2 | 69.42M | $2.56B | +3 | −1 |
| Q1 2025 | 13 | 0 | 22.38M | $679.59M | +1 | −1 |
| Q4 2024 | 13 | +3 | 24.03M | $684.41M | +3 | — |
| Q3 2024 | 9 | 0 | 20.46M | $533.90M | +1 | −1 |
| Q2 2024 | 9 | — | 15.82M | $230.90M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 10.22M | -24.0% | $290.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 10.22M | -24.0% | $290.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 10.22M | -24.0% | $290.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 10.22M | -24.0% | $290.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 10.22M | -24.0% | $290.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 6.35M | — | $182.13M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 3.70M | +46.4% | $105.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 3.70M | +46.4% | $105.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 1.21M | -54.5% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 925.00K | +115.1% | $26.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 680.48K | 0.0% | $19.34M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 328.90K | +107.1% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Marshall Wace ✦ | 196.93K | Nuevo | $5.60M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 196.93K | Nuevo | $5.60M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 196.93K | Nuevo | $5.60M | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 145.65K | -64.3% | $4.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 111.34K | +12.9% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 101.76K | +120.7% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 40.50K | Nuevo | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 9.36K | Nuevo | $265,926 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 9.36K | Nuevo | $265,926 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $5.60M | 0.0% |
| Marshall Wace | $5.60M | 0.0% |
| Marshall Wace | $5.60M | 0.0% |
| GAMCO Investors | $1.15M | 0.0% |
| AQR Capital Management | $265,926 | 0.0% |
| AQR Capital Management | $265,926 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 515 tenedores, 187.31M acciones, $8.69B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.