AHR icon

American Healthcare REIT

414 hedge funds and large institutions have $5.41B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% more ownership

Funds ownership: 87.29%92.29% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$132K
GBT
327
Grove Bank & Trust
Florida
$130K
NFSG
328
Newbridge Financial Services Group
Florida
$126K
CFD
329
Creative Financial Designs
Indiana
$122K
PWMG
330
Prestige Wealth Management Group
New Jersey
$121K
Mirae Asset Global Investments
331
Mirae Asset Global Investments
South Korea
$121K
Fidelity International
332
Fidelity International
Bermuda
$119K
PC
333
Promus Capital
Illinois
$111K
IA
334
IFP Advisors
Florida
$107K
SCM
335
Sterling Capital Management
North Carolina
$107K
GFM
336
GF Fund Management
China
$103K
FFA
337
Farther Finance Advisors
California
$91K
T
338
Tidemark
California
$86.2K
GC
339
Garde Capital
Washington
$85.1K
HNB
340
Huntington National Bank
Ohio
$82K
SWP
341
Strategic Wealth Partners
Ohio
$78.4K
PIS
342
POM Investment Strategies
North Carolina
$76K
ITIM
343
Indiana Trust & Investment Management
Indiana
$73.9K
KIG
344
Kessler Investment Group
Indiana
$67.7K
KFG
345
Kelly Financial Group
Connecticut
$66.1K
GI
346
GAMMA Investing
California
$63K
SOW
347
State of Wyoming
Wyoming
$60.5K
ME
348
McIlrath & Eck
Washington
$59.7K
SIS
349
Sound Income Strategies
Florida
$59.2K
NSIM
350
North Star Investment Management
Illinois
$58.6K