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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
SCM
301
Sterling Capital Management
North Carolina
$305K +$175K +4,348 +149%
Connor, Clark & Lunn Investment Management (CC&L)
302
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$305K +$6.63K +165 +2%
BEI
303
Benjamin Edwards Inc
Missouri
$305K -$288K -7,178 -50%
SLAM
304
Swiss Life Asset Management
$300K +$287K +7,141 New
AIFS
305
A&I Financial Services
Colorado
$287K
SMC
306
Smith, Moore & Co
Missouri
$282K
MAM
307
Meeder Asset Management
Ohio
$277K -$2.45K -61 -0.9%
AssetMark Inc
308
AssetMark Inc
California
$274K -$2.61K -65 -1%
SSWM
309
Sheets Smith Wealth Management
North Carolina
$273K +$262K +6,507 New
BCM
310
Brookstone Capital Management
Illinois
$273K +$261K +6,489 New
HIS
311
Harvest Investment Services
Illinois
$272K +$260K +6,464 New
BWP
312
Balboa Wealth Partners
Arizona
$269K +$258K +6,410 New
IAIM
313
International Assets Investment Management
Florida
$265K
PMG
314
ProVise Management Group
Florida
$265K
PI
315
PFG Investments
New York
$261K -$87.3K -2,171 -26%
NWM
316
Nova Wealth Management
Florida
$257K
Corient Private Wealth
317
Corient Private Wealth
Florida
$255K -$114K -2,839 -32%
AA
318
Apriem Advisors
California
$254K
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$251K -$2.77K -69 -1%
BNP Paribas Asset Management
320
BNP Paribas Asset Management
France
$250K +$185K +4,599 +343%
FCM
321
Fieldview Capital Management
Michigan
$250K +$239K +5,941 New
NAS
322
Nicolet Advisory Services
Wisconsin
$244K -$7.43K -185 -3%
TCWA
323
Turtle Creek Wealth Advisors
Texas
$241K
IAN
324
Integrated Advisors Network
Texas
$238K +$228K +5,673 New
AF
325
Advisornet Financial
Minnesota
$237K

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.