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American Healthcare REIT

416 hedge funds and large institutions have $5.42B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

29% more capital invested

Capital invested by funds: $4.2B → $5.42B (+$1.22B)

5% more funds holding

Funds holding: 397416 (+19)

4.5% more ownership

Funds ownership: 87.86%92.36% (+4.5%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
416
Holders Change
+19
Holders Change %
+4.79%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
72
Increased
139
Reduced
157
Closed
48
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$542K -$270K -8,120 -36%
IWC
227
Integrated Wealth Concepts
Massachusetts
$539K +$266K +8,019 +120%
CW
228
CreativeOne Wealth
Kansas
$534K +$75K +2,257 +18%
TF
229
Trek Financial
Arizona
$531K -$21.7K -654 -4%
BEI
230
Benjamin Edwards Inc
Missouri
$530K +$2.06K +62 +0.4%
UCFA
231
United Capital Financial Advisors
Texas
$522K +$17.1K +516 +4%
CIP
232
Convergence Investment Partners
Florida
$521K +$472K +14,189 New
LCM
233
Landscape Capital Management
New Jersey
$511K +$108K +3,255 +31%
M&T Bank
234
M&T Bank
New York
$506K +$21.4K +644 +5%
CIBC World Market
235
CIBC World Market
Ontario, Canada
$504K -$4.62K -139 -1%
AWA
236
Arete Wealth Advisors
Illinois
$495K +$141K +4,255 +46%
PFA
237
Peak Financial Advisors
Colorado
$479K -$401K -12,074 -48%
SWM
238
Selective Wealth Management
Virginia
$473K
FIA
239
Foundations Investment Advisors
Arizona
$472K +$159K +4,784 +59%
GAM
240
Gotham Asset Management
New York
$472K +$127K +3,825 +42%
CP
241
Castleview Partners
Texas
$471K -$7.14K -215 -2%
AWM
242
Accurate Wealth Management
Florida
$470K
Squarepoint
243
Squarepoint
New York
$457K +$413K +12,438 New
X
244
Xponance
Pennsylvania
$454K +$29K +874 +8%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$447K +$10.5K +317 +3%
AAS
246
Ameritas Advisory Services
Nebraska
$441K -$50.6K -1,522 -11%
HI
247
Harbour Investments
Wisconsin
$437K -$42.6K -1,281 -10%
SWP
248
Stratos Wealth Partners
Ohio
$436K -$139K -4,192 -26%
HCM
249
HMS Capital Management
Tennessee
$430K +$389K +11,713 New
AC
250
Anson Capital
Georgia
$423K

AHR Hedge Fund Activity: Q2 2025 in Review

416 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q2 2025, worth a combined $5.42B — up 29% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AHR positions and 48 closed out — a net gain of 24 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Vanguard Group, adding an estimated $137M. The largest seller was Principal Financial Group, cutting an estimated $85.9M.

  • 416 institutional investors held American Healthcare REIT (AHR) as of Q2 2025, up from 397 in Q1 2025.
  • Funds reported $5.42B of American Healthcare REIT stock for Q2 2025, up 29% quarter-over-quarter.
  • 72 funds opened new American Healthcare REIT positions in Q2 2025 and 48 closed out, a net change of +24 holders.
  • The largest American Healthcare REIT buyer in Q2 2025 was Vanguard Group, an estimated $137M added.
  • The largest American Healthcare REIT seller in Q2 2025 was Principal Financial Group, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2025.