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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
HIM
426
Hillsdale Investment Management
Ontario, Canada
$9.24K -$804 -20 -8%
WT
427
Whittier Trust
California
$8.43K
Bessemer Group
428
Bessemer Group
New Jersey
$8K +$7.84K +195 New
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$7.23K -$33.4K -831 -83%
PWAM
430
Private Wealth Asset Management
Iowa
$6.6K
BTI
431
Blue Trust Inc
Georgia
$6.47K
QL
432
Quarry LP
New York
$5.5K +$5.26K +131 New
QCG
433
Quadrant Capital Group
Ohio
$4.54K +$4.34K +108 New
QC
434
Quent Capital
New York
$4.2K +$4.02K +100 New
HNW
435
High Note Wealth
Minnesota
$3.7K -$603 -15 -15%
PFBT
436
Parkside Financial Bank & Trust
Missouri
$3.15K
BFS
437
Bare Financial Services
Pennsylvania
$2.23K +$522 +13 +33%
MAM
438
Marquette Asset Management
Minnesota
$1.6K +$1.53K +38 New
NS
439
NBC Securities
Alabama
$1.51K -$322 -8 -18%
TPCW
440
TD Private Client Wealth
New York
$1.39K
FNWA
441
Financial Network Wealth Advisors
Utah
$1.26K
M
442
MOTCO
Texas
$1.13K
FC
443
Financial Consulate
Maryland
$1.01K +$965 +24 New
UB
444
UMB Bank
Missouri
$882 +$844 +21 New
PA
445
Parallel Advisors
California
$840
RWM
446
Rialto Wealth Management
New York
$715
PTC
447
Private Trust Company
Ohio
$588 +$563 +14 New
AAG
448
Armstrong Advisory Group
Massachusetts
$463
PWA
449
Principia Wealth Advisory
Texas
$294 +$281 +7 New
TC
450
Truvestments Capital
Florida
$29

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.