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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
MA
251
Mutual Advisors
Nebraska
$330K +$18.5K +640 +6%
LCM
252
Landscape Capital Management
New Jersey
$323K -$118K -4,079 -28%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$321K +$28.5K +987 +10%
GSWM
254
Golden State Wealth Management
California
$313K -$60.3K -2,090 -17%
MWA
255
Medallion Wealth Advisors
Connecticut
$309K +$79.9K +2,770 +38%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$309K -$11.2K -390 -4%
FA
257
Fiduciary Alliance
South Carolina
$308K
FEM
258
Fulcrum Equity Management
Texas
$300K
OWA
259
Octavia Wealth Advisors
Ohio
$294K
BP
260
Ballentine Partners
Massachusetts
$293K +$278K +9,654 New
Vontobel Holding
261
Vontobel Holding
Switzerland
$290K -$112K -3,892 -29%
BPA
262
Beacon Pointe Advisors
California
$288K +$951 +33 +0.3%
LAM
263
Lifestyle Asset Management
Texas
$287K -$52K -1,804 -16%
BCM
264
Becker Capital Management
Oregon
$287K
TC
265
TownSquare Capital
Utah
$282K -$4.9K -170 -2%
PFA
266
Pure Financial Advisors
California
$280K +$19.9K +690 +8%
GVAG
267
Great Valley Advisor Group
Delaware
$280K -$15.9K -552 -6%
AWA
268
Arete Wealth Advisors
Illinois
$279K -$1.39M -48,195 -84%
PI
269
PFG Investments
New York
$279K -$1.13M -39,036 -81%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$279K -$13.2K -459 -4%
AG
271
AmeriFlex Group
Nevada
$278K
OFS
272
OneAscent Financial Services
Alabama
$276K -$113K -3,926 -30%
HFO
273
Heritage Family Offices
Arizona
$275K -$138K -4,801 -35%
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$274K -$2.59M -89,835 -91%
GAM
275
Gotham Asset Management
New York
$273K +$260K +9,026 New

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.