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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
CL
251
Choreo LLC
Illinois
$423K -$5.02K -151 -1%
BC
252
Bridgefront Capital
Texas
$421K +$381K +11,461 New
GFA
253
Gallagher Fiduciary Advisors
Illinois
$420K
MA
254
Mutual Advisors
Nebraska
$416K +$18K +543 +5%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$416K +$38.7K +1,164 +11%
BPA
256
Beacon Pointe Advisors
California
$413K +$57.5K +1,730 +18%
HWM
257
HRC Wealth Management
Idaho
$409K
EI
258
Ethic Inc
New York
$398K +$113K +3,411 +45%
BP
259
Ballentine Partners
Massachusetts
$395K +$36.3K +1,091 +11%
VAG
260
VisionPoint Advisory Group
Texas
$387K +$350K +10,538 New
RA
261
RFG Advisory
Alabama
$382K -$118K -3,553 -25%
GSWM
262
Golden State Wealth Management
California
$380K +$598 +18 +0.2%
IC
263
Inscription Capital
Texas
$367K +$332K +9,981 New
FEM
264
Fulcrum Equity Management
Texas
$364K
CC
265
Centiva Capital
New York
$363K +$328K +9,873 New
PIA
266
Panoramic Investment Advisors
Colorado
$356K -$117K -3,509 -27%
WEG
267
World Equity Group
Illinois
$354K +$320K +9,641 New
LAM
268
Lifestyle Asset Management
Texas
$348K
SAG
269
SageView Advisory Group
California
$346K -$107K -3,207 -26%
FA
270
Fiduciary Alliance
South Carolina
$340K -$30.8K -926 -9%
MWA
271
Medallion Wealth Advisors
Connecticut
$338K -$25.9K -779 -8%
Vontobel Holding
272
Vontobel Holding
Switzerland
$336K -$14.5K -436 -5%
WWG
273
West Wealth Group
California
$329K +$3.89K +117 +1%
Corient Private Wealth
274
Corient Private Wealth
Florida
$327K +$29.1K +876 +11%
SIA
275
Soltis Investment Advisors
Utah
$325K +$25.9K +780 +10%

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.