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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
MOS
326
MGO One Seven
Ohio
$234K +$224K +5,579 New
CF
327
Centaurus Financial
California
$231K +$13.9K +346 +7%
DWM
328
Denver Wealth Management
Colorado
$228K -$16K -398 -7%
SA
329
Sanctuary Advisors
Indiana
$224K +$214K +5,335 New
Stifel Financial
330
Stifel Financial
Missouri
$222K +$212K +5,278 New
SAI
331
Savvy Advisors Inc
New York
$222K +$212K +5,276 New
AB
332
Amalgamated Bank
New York
$221K
CI
333
CX Institutional
Indiana
$221K
SSWM
334
Smith Salley Wealth Management
North Carolina
$220K +$210K +5,234 New
FHC
335
First Heartland Consultants
Missouri
$220K +$210K +5,233 New
EF
336
Empowered Funds
Pennsylvania
$217K +$208K +5,175 New
WWM
337
Western Wealth Management
Colorado
$217K +$208K +5,171 New
WMA
338
West Michigan Advisors
Michigan
$217K +$206K +5,129 New
AWA
339
Aquire Wealth Advisors
Utah
$216K +$207K +5,147 New
ADL
340
Asset Dedication LLC
California
$216K
SCM
341
Saxony Capital Management
Missouri
$215K +$206K +5,124 New
MGP
342
M&G plc
United Kingdom
$215K +$205K +5,111 New
CWMK
343
Caliber Wealth Management (Kansas)
Kansas
$212K +$203K +5,056 New
HIP
344
HUB Investment Partners
Texas
$211K +$202K +5,014 New
NG
345
Norden Group
Utah
$209K +$200K +4,981 New
CBA
346
Coastal Bridge Advisors
Connecticut
$209K +$200K +4,965 New
TRCT
347
Tower Research Capital (TRC)
New York
$208K -$725K -18,032 -78%
VF
348
Virtu Financial
New York
$207K +$198K +4,918 New
KBC Group
349
KBC Group
Belgium
$205K
WIA
350
World Investment Advisors
California
$205K -$1.06M -26,460 -84%

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.