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American Healthcare REIT

450 hedge funds and large institutions have $6.36B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,650% more call options, than puts

Call options by funds: $630K | Put options by funds: $4K

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

17% more capital invested

Capital invested by funds: $5.42B → $6.36B (+$938M)

8% more funds holding

Funds holding: 416450 (+34)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

2.74% less ownership

Funds ownership: 92.36%89.62% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
450
Holders Change
+34
Holders Change %
+8.17%
% of All Funds
5.91%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
80
Increased
147
Reduced
155
Closed
42
Calls
$630K
Puts
$4K
Net Calls
+$626K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
NF
251
Nvest Financial
New Hampshire
$488K -$157K -3,910 -25%
QT
252
Quantbot Technologies
New York
$486K -$193K -4,801 -29%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$476K +$230K +5,715 +102%
HCM
254
HMS Capital Management
Tennessee
$475K -$16.2K -403 -3%
HWM
255
HRC Wealth Management
Idaho
$461K -$7.11K -177 -2%
BP
256
Ballentine Partners
Massachusetts
$453K +$2.01K +50 +0.5%
BFA
257
Beacon Financial Advisory
Ohio
$453K +$182K +4,534 +72%
WEG
258
World Equity Group
Illinois
$428K +$21.6K +538 +6%
RA
259
RFG Advisory
Alabama
$417K -$19.2K -478 -5%
FEM
260
Fulcrum Equity Management
Texas
$416K
GSWM
261
Golden State Wealth Management
California
$412K -$21.8K -543 -5%
FIA
262
Foundations Investment Advisors
Arizona
$409K -$125K -3,118 -24%
CAG
263
Csenge Advisory Group
Florida
$407K -$394K -9,815 -50%
AWM
264
Apollon Wealth Management
South Carolina
$406K -$474K -11,799 -55%
CP
265
Castleview Partners
Texas
$404K -$129K -3,209 -25%
LAM
266
Lifestyle Asset Management
Texas
$398K
SAG
267
SageView Advisory Group
California
$393K
MWA
268
Medallion Wealth Advisors
Connecticut
$391K +$281 +7 +0.1%
EI
269
Ethic Inc
New York
$387K -$73.1K -1,820 -17%
OWA
270
Octavia Wealth Advisors
Ohio
$386K +$368K +9,145 New
IC
271
Inscription Capital
Texas
$385K -$33K -822 -8%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$383K +$184K +4,572 +101%
GVAG
273
Great Valley Advisor Group
Delaware
$373K +$643 +16 +0.2%
SIA
274
Soltis Investment Advisors
Utah
$372K +$362 +9 +0.1%
PFA
275
Pure Financial Advisors
California
$371K +$482 +12 +0.1%

AHR Hedge Fund Activity: Q3 2025 in Review

450 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q3 2025, worth a combined $6.36B — up 17% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AHR positions and 42 closed out — a net gain of 38 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was Prudential Financial, adding an estimated $53.7M. The largest seller was Wellington Management Group, cutting an estimated $50.7M.

  • 450 institutional investors held American Healthcare REIT (AHR) as of Q3 2025, up from 416 in Q2 2025.
  • Funds reported $6.36B of American Healthcare REIT stock for Q3 2025, up 17% quarter-over-quarter.
  • 80 funds opened new American Healthcare REIT positions in Q3 2025 and 42 closed out, a net change of +38 holders.
  • The largest American Healthcare REIT buyer in Q3 2025 was Prudential Financial, an estimated $53.7M added.
  • The largest American Healthcare REIT seller in Q3 2025 was Wellington Management Group, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2025.