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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
SIS
351
Sound Income Strategies
Florida
$59.2K -$116K -3,504 -69%
NSIM
352
North Star Investment Management
Illinois
$58.6K
HCA
353
Harbor Capital Advisors
Illinois
$53K -$332 -10 -0.7%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$49K +$44.6K +1,341 New
DRP
355
Decker Retirement Planning
Utah
$47.3K
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$46K
TCM
357
TD Capital Management
Tennessee
$44.8K +$332 +10 +0.8%
KA
358
Kozak & Associates
Colorado
$39.2K
MSG
359
Main Street Group
Virginia
$37.8K -$50.1K -1,508 -59%
UCB
360
United Community Bank
South Carolina
$37.5K +$33.9K +1,021 New
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$36.9K +$1.16K +35 +4%
SOAMC
362
Spirit of America Management Corp
New York
$36.7K
PWA
363
Physician Wealth Advisors
Utah
$34.4K +$31.1K +936 New
FA
364
Financial Avengers
California
$34K
Loomis, Sayles & Company
365
Loomis, Sayles & Company
Massachusetts
$33.5K -$4.92K -148 -14%
NECFA
366
New England Capital Financial Advisors
Connecticut
$33.2K +$233 +7 +0.8%
S
367
SignatureFD
Georgia
$33.1K +$7.97K +240 +36%
TIM
368
Total Investment Management
Arizona
$32.5K +$29.4K +884 New
VCM
369
Versant Capital Management
Arizona
$32K +$100 +3 +0.3%
DWM
370
Darwin Wealth Management
Florida
$30.6K
WWM
371
Wolff Wiese Magana
California
$30.6K
PS
372
Principal Securities
Iowa
$30.3K -$7.24K -218 -21%
AAP
373
Arax Advisory Partners
Colorado
$29K +$26.2K +788 New
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$26.4K -$315K -9,480 -93%
T
375
Transce3nd
Texas
$23.3K

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.