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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
Verition Fund Management
401
Verition Fund Management
Connecticut
-$5.69M -200,133 Closed
Marshall Wace
402
Marshall Wace
United Kingdom
-$5.6M -196,929 Closed
HRES
403
Heitman Real Estate Securities
Illinois
-$5.57M -196,157 Closed
PCM
404
Prelude Capital Management
New York
-$2.27M -79,881 Closed
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
-$2.17M -76,418 Closed
CAM
406
Cobblestone Asset Management
Virginia
-$1.63M -57,324 Closed
Squarepoint
407
Squarepoint
New York
-$939K -33,031 Closed
Jane Street
408
Jane Street
New York
-$832K -29,266 Closed
RH
409
RFG Holdings
Texas
-$668K -23,502 Closed
MSAM
410
Moloney Securities Asset Management
Missouri
-$486K -17,097 Closed
KFSC
411
Keystone Financial Services (Colorado)
Colorado
-$392K -13,794 Closed
Two Sigma Advisers
412
Two Sigma Advisers
New York
-$372K -13,100 Closed
B
413
Bailard
California
-$335K -11,800 Closed
FHC
414
First Heartland Consultants
Missouri
-$335K -11,799 Closed
IAN
415
Integrated Advisors Network
Texas
-$281K -9,888 Closed
PRS
416
Pinkerton Retirement Specialists
Idaho
-$279K -9,805 Closed
PCA
417
Prosperity Capital Advisors
Ohio
-$278K -9,768 Closed
CFG
418
Cooper Financial Group
California
-$246K -9,546 Closed
Envestnet Portfolio Solutions
419
Envestnet Portfolio Solutions
Illinois
-$249K -8,778 Closed
QC
420
Quadrature Capital
United Kingdom
-$239K -8,410 Closed
Walleye Capital
421
Walleye Capital
New York
-$237K -8,346 Closed
PAS
422
Park Avenue Securities
New York
-$232K -8,161 Closed
AWM
423
Axxcess Wealth Management
California
-$227K -7,971 Closed
CAAS
424
Capital Asset Advisory Services
Michigan
-$225K -7,971 Closed
EWA
425
EP Wealth Advisors
California
-$206K -7,254 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.