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American Healthcare REIT

397 hedge funds and large institutions have $4.2B invested in American Healthcare REIT in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 124 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $1.16M

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

10% more capital invested

Capital invested by funds: $3.81B → $4.2B (+$390M)

2% more funds holding

Funds holding: 391397 (+6)

0.38% more ownership

Funds ownership: 87.48%87.86% (+0.38%)

21% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 157

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
397
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
60
Increased
124
Reduced
157
Closed
47
Calls
$1.66M
Puts
$1.16M
Net Calls
+$504K
Net Calls Change
-$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$415K -$93.9K -3,256 -19%
CFD
227
Creative Financial Designs
Indiana
$413K +$1.01K +35 +0.3%
YIH
228
Y-Intercept (HK)
Hong Kong
$401K +$382K +13,241 New
PIA
229
Panoramic Investment Advisors
Colorado
$400K -$41K -1,423 -10%
HI
230
Harbour Investments
Wisconsin
$399K -$180K -6,241 -32%
M&T Bank
231
M&T Bank
New York
$398K +$42.7K +1,481 +13%
GSEP
232
Golden State Equity Partners
California
$396K -$30.6K -1,063 -8%
AAS
233
Ameritas Advisory Services
Nebraska
$396K +$26.8K +931 +7%
CP
234
Castleview Partners
Texas
$395K -$202 -7 -0.1%
SWM
235
Selective Wealth Management
Virginia
$384K
SAG
236
SageView Advisory Group
California
$380K -$58.9K -2,043 -14%
AWM
237
Accurate Wealth Management
Florida
$380K -$721 -25 -0.2%
CW
238
CreativeOne Wealth
Kansas
$372K -$45.6K -1,583 -11%
KWM
239
Kingsview Wealth Management
Oregon
$364K +$346K +12,002 New
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$359K +$346 +12 +0.1%
HFM
241
Harvest Fund Management
China
$358K -$84.4K -2,926 -20%
SWM
242
Spire Wealth Management
Virginia
$356K -$86.2K -2,989 -20%
CL
243
Choreo LLC
Illinois
$354K +$334K +11,578 New
AC
244
Anson Capital
Georgia
$349K -$26.4K -915 -7%
AWM
245
Accel Wealth Management
Iowa
$348K +$34.3K +1,188 +12%
X
246
Xponance
Pennsylvania
$348K +$13.6K +470 +4%
GFA
247
Gallagher Fiduciary Advisors
Illinois
$347K
IAG
248
Investmark Advisory Group
Connecticut
$343K -$29.3K -1,015 -8%
FCA
249
FLC Capital Advisors
California
$339K -$85.6K -2,970 -21%
HWM
250
HRC Wealth Management
Idaho
$338K

AHR Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q1 2025, worth a combined $4.2B — up 10% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AHR positions and 47 closed out — a net gain of 13 holders — while 124 added to existing stakes and 157 trimmed.

The largest buyer was Invesco, adding an estimated $136M. The largest seller was American Century Companies, cutting an estimated $36.4M.

  • 397 institutional investors held American Healthcare REIT (AHR) as of Q1 2025, up from 391 in Q4 2024.
  • Funds reported $4.2B of American Healthcare REIT stock for Q1 2025, up 10% quarter-over-quarter.
  • 60 funds opened new American Healthcare REIT positions in Q1 2025 and 47 closed out, a net change of +13 holders.
  • The largest American Healthcare REIT buyer in Q1 2025 was Invesco, an estimated $136M added.
  • The largest American Healthcare REIT seller in Q1 2025 was American Century Companies, an estimated $36.4M sold.

Based on aggregated 13F filings for Q1 2025.