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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
BTWM
426
Brass Tax Wealth Management
Ohio
-$205K -7,229 Closed
MG
427
Mather Group
Illinois
-$198K -6,965 Closed
SOW
428
State of Wyoming
Wyoming
-$168K -5,900 Closed
CFGS
429
Concourse Financial Group Securities
Alabama
-$112K -3,972 Closed
Fidelity International
430
Fidelity International
Bermuda
-$96K -3,377 Closed
AWM
431
Avior Wealth Management
Nebraska
-$71.1K -2,502 Closed
SIM
432
Sandia Investment Management
Massachusetts
-$71K -2,500 Closed
MCM
433
MAI Capital Management
Ohio
-$62.8K -2,209 Closed
FFO
434
Fortitude Family Office
Arizona
-$35.5K -1,250 Closed
CWA
435
Carolina Wealth Advisors
South Carolina
-$29.4K -1,035 Closed
RCM
436
Richardson Capital Management
Wisconsin
-$28.8K -1,013 Closed
RWPA
437
Richard W. Paul & Associates
Michigan
-$24.4K -859 Closed
SIC
438
Salem Investment Counselors
North Carolina
-$24.5K -854 Closed
TAM
439
Tucker Asset Management
Colorado
-$24.1K -848 Closed
VHAM
440
Van Hulzen Asset Management
California
-$23K -810 Closed
GIA
441
GHP Investment Advisors
Colorado
-$12.1K -427 Closed
GM
442
GeoWealth Management
Illinois
-$483 -17 Closed
SSG
443
Summit Securities Group
New York
-$28 -1 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.