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American Healthcare REIT

450 hedge funds and large institutions have $6.36B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,650% more call options, than puts

Call options by funds: $630K | Put options by funds: $4K

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

17% more capital invested

Capital invested by funds: $5.42B → $6.36B (+$938M)

8% more funds holding

Funds holding: 416450 (+34)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

2.74% less ownership

Funds ownership: 92.36%89.62% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
450
Holders Change
+34
Holders Change %
+8.17%
% of All Funds
5.91%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
80
Increased
147
Reduced
155
Closed
42
Calls
$630K
Puts
$4K
Net Calls
+$626K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
376
Indiana Trust & Investment Management
Indiana
$84.5K
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$78.6K +$46.3K +1,153 +160%
CA
378
CoreCap Advisors
Michigan
$77.2K +$51.2K +1,274 +226%
AT
379
Avalon Trust
New Mexico
$72K +$68.9K +1,715 New
VEA
380
Virtus ETF Advisers
New York
$69.7K +$66.7K +1,660 New
GBT
381
Grove Bank & Trust
Florida
$69.2K -$76.1K -1,894 -53%
ME
382
McIlrath & Eck
Washington
$68.3K
NSIM
383
North Star Investment Management
Illinois
$67K
SIS
384
Sound Income Strategies
Florida
$65.3K
S
385
SignatureFD
Georgia
$64K +$25K +622 +69%
Simplex Trading
386
Simplex Trading
Illinois
$63K +$61.2K +1,523 New
KFG
387
Kelly Financial Group
Connecticut
$57.3K -$16K -398 -3%
DRP
388
Decker Retirement Planning
Utah
$54.1K
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$52.6K
KA
390
Kozak & Associates
Colorado
$52.1K
TCM
391
TD Capital Management
Tennessee
$51.6K +$362 +9 +0.7%
GRP
392
Global Retirement Partners
California
$48.6K +$33.8K +841 +265%
HCA
393
Harbor Capital Advisors
Illinois
$46K -$13.3K -331 -23%
US Bancorp
394
US Bancorp
Minnesota
$45.6K +$20K +498 +85%
MSG
395
Main Street Group
Virginia
$43.2K
SOAMC
396
Spirit of America Management Corp
New York
$42K
PWA
397
Physician Wealth Advisors
Utah
$39.3K
FA
398
Financial Avengers
California
$38.9K
NECFA
399
New England Capital Financial Advisors
Connecticut
$38.2K +$241 +6 +0.7%
VCM
400
Versant Capital Management
Arizona
$36.5K

AHR Hedge Fund Activity: Q3 2025 in Review

450 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q3 2025, worth a combined $6.36B — up 17% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AHR positions and 42 closed out — a net gain of 38 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was Prudential Financial, adding an estimated $53.7M. The largest seller was Wellington Management Group, cutting an estimated $50.7M.

  • 450 institutional investors held American Healthcare REIT (AHR) as of Q3 2025, up from 416 in Q2 2025.
  • Funds reported $6.36B of American Healthcare REIT stock for Q3 2025, up 17% quarter-over-quarter.
  • 80 funds opened new American Healthcare REIT positions in Q3 2025 and 42 closed out, a net change of +38 holders.
  • The largest American Healthcare REIT buyer in Q3 2025 was Prudential Financial, an estimated $53.7M added.
  • The largest American Healthcare REIT seller in Q3 2025 was Wellington Management Group, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2025.