We are live on ! Find out more
AHR icon

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
AT
351
Avalon Trust
New Mexico
$36.2K +$34.4K +1,194 New
KA
352
Kozak & Associates
Colorado
$32.6K
Loomis, Sayles & Company
353
Loomis, Sayles & Company
Massachusetts
$32K -$20.6K -716 -40%
SOAMC
354
Spirit of America Management Corp
New York
$30.3K +$28.8K +1,000 New
PS
355
Principal Securities
Iowa
$29.6K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$29.3K +$18.3K +633 +189%
FA
357
Financial Avengers
California
$28.1K
NECFA
358
New England Capital Financial Advisors
Connecticut
$27.1K +$231 +8 +0.9%
APW
359
Aventura Private Wealth
Florida
$26.3K
VCM
360
Versant Capital Management
Arizona
$26.3K
WWM
361
Wolff Wiese Magana
California
$25.2K +$24K +832 New
DWM
362
Darwin Wealth Management
Florida
$23.7K
MSWA
363
Marshall & Sterling Wealth Advisors
New York
$21.2K +$173 +6 +0.9%
Optiver Holding
364
Optiver Holding
Netherlands
$21.1K +$20.1K +697 New
S
365
SignatureFD
Georgia
$20K -$3.78K -131 -17%
WSFS
366
Wilmington Savings Fund Society
Delaware
$19.8K -$7.21K -250 -28%
T
367
Transce3nd
Texas
$19.2K -$1.25M -43,361 -99%
Group One Trading
368
Group One Trading
Illinois
$19.2K -$161K -5,570 -90%
VBA
369
von Borstel & Associates
Oregon
$18K +$17.1K +594 New
DWM
370
Dogwood Wealth Management
Kansas
$17.5K -$6.31K -219 -27%
CA
371
CoreCap Advisors
Michigan
$17.3K +$259 +9 +2%
TCM
372
Tradewinds Capital Management
Washington
$17.1K
MFS
373
Mattson Financial Services
Michigan
$15.4K
SVCP
374
Silicon Valley Capital Partners
California
$15.3K -$139K -4,829 -91%
FGAM
375
Financial Gravity Asset Management
Texas
$14.6K +$13.9K +481 New

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.