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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
AIC
376
Archer Investment Corporation
Indiana
$14.1K
CFFP
377
Center for Financial Planning
Michigan
$13.1K
QL
378
Quarry LP
New York
$9.91K +$9.43K +327 New
RA
379
Rise Advisors
New York
$9.45K +$9K +312 New
HIM
380
Hillsdale Investment Management
Ontario, Canada
$7.88K
SAM
381
Smartleaf Asset Management
Massachusetts
$6.21K +$5.88K +204 New
RIL
382
Rothschild Investment LLC
Illinois
$5.91K +$2.74K +95 +95%
BTI
383
Blue Trust Inc
Georgia
$4.67K
PA
384
Parallel Advisors
California
$4.1K +$3.14K +109 +419%
CCM
385
Coldstream Capital Management
Washington
$3.79K +$3.6K +125 New
QC
386
Quent Capital
New York
$3.03K +$2.88K +100 New
PFBT
387
Parkside Financial Bank & Trust
Missouri
$2.36K +$2.25K +78 New
QCG
388
Quadrant Capital Group
Ohio
$1.12K
TPCW
389
TD Private Client Wealth
New York
$1K
NS
390
NBC Securities
Alabama
$1K +$1.04K +36 New
FNWA
391
Financial Network Wealth Advisors
Utah
$909 +$865 +30 New
SC
392
Stephens Consulting
Michigan
$909 +$865 +30 New
M
393
MOTCO
Texas
$818 +$778 +27 New
RWM
394
Rialto Wealth Management
New York
$516 +$490 +17 New
IHWM
395
Iron Horse Wealth Management
Iowa
$515 +$490 +17 New
LC
396
Lindbrook Capital
California
$333 +$317 +11 New
ZP
397
Zimmer Partners
New York
-$22.6M -794,200 Closed
LIP
398
Lighthouse Investment Partners
Florida
-$12.1M -425,000 Closed
Capital Fund Management (CFM)
399
Capital Fund Management (CFM)
France
-$6.62M -232,876 Closed
PCM
400
Peregrine Capital Management
Minnesota
-$6.35M -223,272 Closed

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.