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
HCA
351
Harbor Capital Advisors
Illinois
$53K
BNP Paribas Asset Management
352
BNP Paribas Asset Management
France
$49K
DRP
353
Decker Retirement Planning
Utah
$47.3K
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$46K
TCM
355
TD Capital Management
Tennessee
$44.8K
KA
356
Kozak & Associates
Colorado
$39.2K
MSG
357
Main Street Group
Virginia
$37.8K
UCB
358
United Community Bank
South Carolina
$37.5K
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$36.9K
SOAMC
360
Spirit of America Management Corp
New York
$36.7K
PWA
361
Physician Wealth Advisors
Utah
$34.4K
FA
362
Financial Avengers
California
$34K
Loomis, Sayles & Company
363
Loomis, Sayles & Company
Massachusetts
$33.5K
NECFA
364
New England Capital Financial Advisors
Connecticut
$33.2K
S
365
SignatureFD
Georgia
$33.1K
TIM
366
Total Investment Management
Arizona
$32.5K
VCM
367
Versant Capital Management
Arizona
$32K
DWM
368
Darwin Wealth Management
Florida
$30.6K
WWM
369
Wolff Wiese Magana
California
$30.6K
PS
370
Principal Securities
Iowa
$30.3K
AAP
371
Arax Advisory Partners
Colorado
$29K
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
$26.4K
T
373
Transce3nd
Texas
$23.3K
WSFS
374
Wilmington Savings Fund Society
Delaware
$23.1K
US Bancorp
375
US Bancorp
Minnesota
$21.6K