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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
LFG
401
Larson Financial Group
Missouri
$36.3K -$110K -2,741 -76%
DWM
402
Darwin Wealth Management
Florida
$35K
WWM
403
Wolff Wiese Magana
California
$35K
Loomis, Sayles & Company
404
Loomis, Sayles & Company
Massachusetts
$32K -$6.03K -150 -16%
PS
405
Principal Securities
Iowa
$31.1K -$3.34K -83 -10%
TCOV
406
Trust Company of Vermont
Vermont
$27.6K +$26.4K +657 New
Optiver Holding
407
Optiver Holding
Netherlands
$27.4K +$11.9K +296 +83%
GWP
408
Gen-Wealth Partners
Michigan
$24.6K
TCM
409
Tradewinds Capital Management
Washington
$23.7K
SVCP
410
Silicon Valley Capital Partners
California
$21.4K +$161 +4 +0.8%
FGAM
411
Financial Gravity Asset Management
Texas
$20.2K +$19.3K +481 New
AIC
412
Archer Investment Corporation
Indiana
$19.5K
CFFP
413
Center for Financial Planning
Michigan
$18.1K
SAM
414
Shell Asset Management
Netherlands
$18K +$17K +422 New
MWPCG
415
Measured Wealth Private Client Group
New Hampshire
$16.5K +$15.8K +392 New
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$16K +$924 +23 +6%
RA
417
Rise Advisors
New York
$14.6K
EWA
418
EverSource Wealth Advisors
Alabama
$14.4K +$2.69K +67 +24%
C
419
Covestor
United Kingdom
$14K
SAM
420
Smartleaf Asset Management
Massachusetts
$13.5K +$13K +324 New
AG
421
AmeriFlex Group
Nevada
$12.3K -$11.9K -296 -50%
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$12.2K +$11.7K +291 New
CA
423
Clearstead Advisors
Ohio
$10.7K +$10.2K +254 New
RIL
424
Rothschild Investment LLC
Illinois
$9.91K -$965 -24 -9%
MSFP
425
Mark Sheptoff Financial Planning
Connecticut
$9.45K +$9.04K +225 New

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.