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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
GIA
276
Gladstone Institutional Advisory
Florida
$272K -$299K -10,359 -54%
BCM
277
Brookstone Capital Management
Illinois
$255K +$243K +8,425 New
SRSA
278
S.R. Schill & Associates
Washington
$253K
WWG
279
West Wealth Group
California
$251K +$1.96K +68 +0.8%
PEAK6
280
PEAK6
Illinois
$247K -$558K -19,363 -70%
SIA
281
Soltis Investment Advisors
Utah
$245K -$3.98K -138 -2%
FIA
282
Foundations Investment Advisors
Arizona
$244K -$35.9K -1,246 -13%
Corient Private Wealth
283
Corient Private Wealth
Florida
$243K -$73.8K -2,560 -24%
NL
284
NWAM LLC
Washington
$243K +$144 +5 +0.1%
AWM
285
Atticus Wealth Management
Florida
$237K
PFA
286
Petra Financial Advisors
Colorado
$234K -$279K -9,669 -56%
EI
287
Ethic Inc
New York
$234K +$219K +7,611 New
CIP
288
Cornerstone Investment Partners
Georgia
$231K -$19.3K -668 -8%
VA
289
Vident Advisory
Georgia
$227K +$216K +7,497 New
CWM
290
Cornerstone Wealth Management
Missouri
$225K
SA
291
Sanctuary Advisors
Indiana
$223K -$41.1K -1,425 -16%
OBWG
292
Onyx Bridge Wealth Group
New York
$223K
TCM
293
Tran Capital Management
California
$223K
EFG
294
Elios Financial Group
Ohio
$222K -$52.7K -1,829 -20%
LFG
295
Larson Financial Group
Missouri
$222K -$18.2K -632 -8%
JSAM
296
J. Safra Asset Management
New York
$215K +$66.7K +2,313 +48%
NB
297
Norinchukin Bank
Japan
$214K +$204K +7,073 New
AIFS
298
A&I Financial Services
Colorado
$212K +$201K +6,985 New
AssetMark Inc
299
AssetMark Inc
California
$211K +$126K +4,363 +167%
LSA
300
Lion Street Advisors
Texas
$210K -$40K -1,389 -17%

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.