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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
KBC Group
301
KBC Group
Belgium
$210K
NAS
302
Nicolet Advisory Services
Wisconsin
$210K +$209K +7,243 New
CAS
303
Coppell Advisory Solutions
Texas
$210K -$144K -5,006 -43%
JG
304
Jain Global
New York
$207K -$86.5K -3,000 -31%
SMC
305
Smith, Moore & Co
Missouri
$204K +$194K +6,719 New
IWC
306
Integrated Wealth Concepts
Massachusetts
$202K -$137K -4,766 -42%
NWM
307
Nova Wealth Management
Florida
$185K
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
$185K +$177K +6,130 New
AF
309
Advisornet Financial
Minnesota
$174K +$31.9K +1,106 +24%
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$161K +$148K +5,136 +2,747%
AB
311
Amalgamated Bank
New York
$160K +$2.33K +81 +2%
ADL
312
Asset Dedication LLC
California
$156K
CI
313
CX Institutional
Indiana
$155K +$147K +5,108 New
SIS
314
Sound Income Strategies
Florida
$155K -$107K -3,720 -42%
US Bancorp
315
US Bancorp
Minnesota
$142K +$127K +4,413 +1,587%
CF
316
Centaurus Financial
California
$132K -$9.95K -345 -7%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$126K +$88.3K +3,062 +281%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$126K -$2.94K -102 -2%
TRCT
319
Tower Research Capital (TRC)
New York
$126K +$43.5K +1,507 +57%
PWMG
320
Prestige Wealth Management Group
New Jersey
$124K
SG Americas Securities
321
SG Americas Securities
New York
$118K -$77.8K -2,699 -41%
CAM
322
Creekmur Asset Management
Illinois
$118K +$52K +1,804 +87%
NFSG
323
Newbridge Financial Services Group
Florida
$104K -$35.8K -1,242 -27%
MAM
324
Meeder Asset Management
Ohio
$97.2K +$92.5K +3,209 New
PC
325
Promus Capital
Illinois
$91.2K

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.