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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
WSFS
376
Wilmington Savings Fund Society
Delaware
$23.1K -$864 -26 -4%
US Bancorp
377
US Bancorp
Minnesota
$21.6K -$136K -4,104 -87%
GWP
378
Gen-Wealth Partners
Michigan
$21.5K -$49.3K -1,483 -72%
AG
379
AmeriFlex Group
Nevada
$21.2K -$285K -8,587 -94%
CA
380
CoreCap Advisors
Michigan
$20.7K -$299 -9 -2%
TCM
381
Tradewinds Capital Management
Washington
$20.7K
ACM
382
Aster Capital Management
United Arab Emirates
$19.4K +$17.6K +529 New
SVCP
383
Silicon Valley Capital Partners
California
$18.6K +$133 +4 +0.8%
FGC
384
Financial Gravity Companies
Texas
$17.7K +$16K +481 New
AIC
385
Archer Investment Corporation
Indiana
$17.1K
CFFP
386
Center for Financial Planning
Michigan
$15.9K
Optiver Holding
387
Optiver Holding
Netherlands
$13.1K -$11.3K -341 -49%
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$13K +$12.2K +367 New
RA
389
Rise Advisors
New York
$12.7K +$1.16K +35 +11%
C
390
Covestor
United Kingdom
$12K +$11K +330 +5,500%
GRP
391
Global Retirement Partners
California
$11.6K +$10.5K +317 New
MAWAG
392
Mid-American Wealth Advisory Group
Missouri
$10.6K +$9.6K +289 New
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$10.5K +$9.5K +286 New
EWA
394
EverSource Wealth Advisors
Alabama
$10.1K -$4.83M -145,242 -100%
RIL
395
Rothschild Investment LLC
Illinois
$9.55K +$2.16K +65 +33%
HIM
396
Hillsdale Investment Management
Ontario, Canada
$8.82K -$665 -20 -8%
WT
397
Whittier Trust
California
$7.57K +$6.85K +206 New
PWAM
398
Private Wealth Asset Management
Iowa
$5.77K +$5.22K +157 New
BTI
399
Blue Trust Inc
Georgia
$5.66K
MYIA
400
Mount Yale Investment Advisors
Colorado
$4.48K +$4.05K +122 New

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.