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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
GVAG
276
Great Valley Advisor Group
Delaware
$325K -$12.4K -374 -4%
PFA
277
Pure Financial Advisors
California
$324K -$13.8K -415 -4%
PAS
278
Park Avenue Securities
New York
$318K +$287K +8,642 New
IAG
279
Investmark Advisory Group
Connecticut
$308K -$97K -2,920 -26%
PI
280
PFG Investments
New York
$308K -$27.3K -823 -9%
SRSA
281
S.R. Schill & Associates
Washington
$306K
ZIM
282
Zacks Investment Management
Illinois
$289K -$412K -12,394 -61%
SG Americas Securities
283
SG Americas Securities
New York
$288K +$131K +3,950 +102%
AWM
284
Atticus Wealth Management
Florida
$287K
KA
285
Kovack Advisors
Florida
$282K +$255K +7,687 New
VPIM
286
Vanguard Personalized Indexing Management
California
$282K +$255K +7,673 New
PCA
287
Prosperity Capital Advisors
Ohio
$280K +$253K +7,623 New
NB
288
Norinchukin Bank
Japan
$279K +$17.5K +528 +7%
JSAM
289
J. Safra Asset Management
New York
$279K +$16K +480 +7%
HFO
290
Heritage Family Offices
Arizona
$276K
Capstone Investment Advisors
291
Capstone Investment Advisors
New York
$276K +$249K +7,500 New
CWM
292
Cornerstone Wealth Management
Missouri
$273K
LSA
293
Lion Street Advisors
Texas
$271K +$14.3K +430 +6%
OBWG
294
Onyx Bridge Wealth Group
New York
$270K
TCM
295
Tran Capital Management
California
$270K
IAIM
296
International Assets Investment Management
Florida
$269K +$243K +7,317 New
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$265K -$216K -6,510 -47%
Connor, Clark & Lunn Investment Management (CC&L)
298
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$261K +$236K +7,095 New
AIFS
299
A&I Financial Services
Colorado
$252K -$4.59K -138 -2%
SMC
300
Smith, Moore & Co
Missouri
$247K

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.