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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
HNW
401
High Note Wealth
Minnesota
$3.78K +$3.42K +103 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$2.76K -$100 -3 -4%
BFS
403
Bare Financial Services
Pennsylvania
$1.47K +$1.33K +40 New
TPCW
404
TD Private Client Wealth
New York
$1.21K
SC
405
Stephens Consulting
Michigan
$1.1K
FNWA
406
Financial Network Wealth Advisors
Utah
$1.1K
M
407
MOTCO
Texas
$1.04K
NS
408
NBC Securities
Alabama
$1K +$266 +8 +22%
PA
409
Parallel Advisors
California
$735 -$3.82K -115 -85%
RAM
410
Riggs Asset Management
Pennsylvania
$735 +$665 +20 New
RWM
411
Rialto Wealth Management
New York
$625
GM
412
GeoWealth Management
Illinois
$478 +$432 +13 New
AAG
413
Armstrong Advisory Group
Massachusetts
$405 +$366 +11 New
TPWA
414
Twin Peaks Wealth Advisors
California
$162 +$133 +4 New
SSG
415
Summit Securities Group
New York
$37 +$33 +1 New
TC
416
Truvestments Capital
Florida
$25 +$33 +1 New
Alyeska Investment Group
417
Alyeska Investment Group
Illinois
-$31.2M -1,028,322 Closed
JAM
418
Jupiter Asset Management
United Kingdom
-$11.4M -377,342 Closed
ECM
419
Eisler Capital Management
United Kingdom
-$9.38M -309,340 Closed
EIP
420
Easterly Investment Partners
Massachusetts
-$7.56M -249,653 Closed
JFG
421
Jefferies Financial Group
New York
-$3.55M -117,000 Closed
CF
422
Corebridge Financial
Texas
-$2.26M -74,494 Closed
Citadel Advisors
423
Citadel Advisors
Florida
-$1.91M -57,468 Closed
Allspring Global Investments
424
Allspring Global Investments
North Carolina
-$1.51M -49,805 Closed
JF
425
Jump Financial
Illinois
-$1.28M -42,135 Closed

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.