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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
MAM
301
Meeder Asset Management
Ohio
$244K +$114K +3,434 +107%
AssetMark Inc
302
AssetMark Inc
California
$242K -$13.1K -395 -6%
NAS
303
Nicolet Advisory Services
Wisconsin
$239K -$36.9K -1,110 -15%
SAM
304
Secure Asset Management
Michigan
$237K +$214K +6,449 New
PMG
305
ProVise Management Group
Florida
$231K +$209K +6,298 New
BFA
306
Beacon Financial Advisory
Ohio
$230K +$208K +6,254 New
NWM
307
Nova Wealth Management
Florida
$225K
AA
308
Apriem Advisors
California
$222K +$201K +6,038 New
HCMT
309
Highland Capital Management (Tennessee)
Tennessee
$222K +$201K +6,037 New
DWM
310
Denver Wealth Management
Colorado
$214K +$193K +5,815 New
TCWA
311
Turtle Creek Wealth Advisors
Texas
$211K +$191K +5,735 New
DC
312
Davenport & Co
Virginia
$208K +$189K +5,674 New
AF
313
Advisornet Financial
Minnesota
$208K -$2.86K -86 -1%
HFM
314
Harvest Fund Management
China
$207K -$206K -6,200 -52%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$207K +$187K +5,625 New
MSAM
316
Moloney Securities Asset Management
Missouri
$204K +$185K +5,555 New
VA
317
Vident Advisory
Georgia
$204K -$64.7K -1,948 -26%
AB
318
Amalgamated Bank
New York
$193K
CI
319
CX Institutional
Indiana
$193K +$5.12K +154 +3%
CF
320
Centaurus Financial
California
$189K +$26.9K +809 +19%
ADL
321
Asset Dedication LLC
California
$189K
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$188K -$7.24K -218 -4%
KBC Group
323
KBC Group
Belgium
$180K -$67.3K -2,026 -29%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$163K +$12.5K +375 +9%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$162K -$206K -6,190 -58%

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.