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American Healthcare REIT

518 hedge funds and large institutions have $8.89B invested in American Healthcare REIT in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 145 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,238% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $47K

57% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 145

5% more capital invested

Capital invested by funds: $8.44B → $8.89B (+$457M)

7% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 75

1.02% less ownership

Funds ownership: 101.15%100.13% (-1%)

3% less funds holding

Funds holding: 533518 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
518
Holders Change
-15
Holders Change %
-2.81%
% of All Funds
6.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
70
Increased
228
Reduced
145
Closed
75
Calls
$1.1M
Puts
$47K
Net Calls
+$1.05M
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.36B +$427M +8,604,835 +43%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$760M +$799M +16,124,024 New
State Street
3
State Street
Massachusetts
$452M +$122M +2,459,374 +35%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$391M +$17.9M +360,969 +5%
VCM
5
Vanguard Capital Management
Pennsylvania
$387M +$406M +8,198,624 New
Principal Financial Group
6
Principal Financial Group
Iowa
$350M +$11.3M +228,739 +3%
Invesco
7
Invesco
Georgia
$320M +$61.8M +1,247,186 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$305M +$40.9M +825,909 +15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$239M -$10.2M -205,213 -4%
Prudential Financial
10
Prudential Financial
New Jersey
$166M +$3.46M +69,785 +2%
WCM Investment Management
11
WCM Investment Management
California
$161M +$844K +17,020 +0.5%
Federated Hermes
12
Federated Hermes
Pennsylvania
$156M +$37.1M +748,667 +29%
Bank of America
13
Bank of America
North Carolina
$153M +$35.2M +710,601 +28%
Charles Schwab
14
Charles Schwab
California
$141M +$2.59M +52,246 +2%
AllianceBernstein
15
AllianceBernstein
Tennessee
$132M -$35.7M -719,356 -20%
CIM
16
Centersquare Investment Management
Pennsylvania
$131M -$11.9M -240,419 -8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$127M +$33.1M +666,820 +33%
Northern Trust
18
Northern Trust
Illinois
$107M +$30.8M +621,538 +38%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$106M +$112M +2,251,400 New
American Century Companies
20
American Century Companies
Missouri
$96.5M -$31.5M -634,981 -24%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$94.4M +$99.2M +2,002,053 New
Morgan Stanley
22
Morgan Stanley
New York
$82.5M -$2.99M -60,270 -3%
Goldman Sachs
23
Goldman Sachs
New York
$75.6M +$34.9M +704,923 +79%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$74.6M +$25.4M +512,663 +48%
Deutsche Bank
25
Deutsche Bank
Germany
$73.7M -$39.5M -797,405 -34%