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American Healthcare REIT

518 hedge funds and large institutions have $8.89B invested in American Healthcare REIT in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 228 increasing their positions, 145 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,238% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $47K

57% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 145

5% more capital invested

Capital invested by funds: $8.44B → $8.89B (+$457M)

7% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 75

1.02% less ownership

Funds ownership: 101.15%100.13% (-1%)

3% less funds holding

Funds holding: 533518 (-15)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
518
Holders Change
-15
Holders Change %
-2.81%
% of All Funds
6.38%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
70
Increased
228
Reduced
145
Closed
75
Calls
$1.1M
Puts
$47K
Net Calls
+$1.05M
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$1.18K -$11.4K -229 -90%
FC
502
Financial Consulate
Maryland
$1.13K
JWM
503
JPL Wealth Management
Colorado
$1.04K +$1.09K +22 New
CPG
504
Cornerstone Planning Group
New Jersey
$998 +$347 +7 +50%
RFP
505
Root Financial Partners
California
$943 +$991 +20 New
SHIM
506
Stone House Investment Management
Pennsylvania
$849
RWM
507
Rialto Wealth Management
New York
$802
PTC
508
Private Trust Company
Ohio
$660
FMP
509
Financial Management Professionals
Texas
$569 +$595 +12 New
BIA
510
Bell Investment Advisors
California
$519 -$3.12K -63 -85%
GFA
511
Godfrey Financial Associates
New York
$519 -$347 -7 -39%
AAG
512
Armstrong Advisory Group
Massachusetts
$519
CFM
513
Cornerstone Financial Management
Massachusetts
$472 +$496 +10 New
DF
514
Dunhill Financial
United Kingdom
$388
ACA
515
American Capital Advisory
Idaho
$189 -$50 -1 -20%
HFS
516
Hughes Financial Services
Virginia
$189 +$198 +4 New
QWM
517
Quaker Wealth Management
New Jersey
$142 -$99 -2 -40%
TC
518
Truvestments Capital
Florida
$33
Norges Bank
519
Norges Bank
Norway
-$120M -2,558,500 Closed
Jane Street
520
Jane Street
New York
-$26.6M -536,874 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
521
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$22.2M -472,776 Closed
SSA
522
Schonfeld Strategic Advisors
New York
-$21.5M -456,533 Closed
Point72 Asset Management
523
Point72 Asset Management
Connecticut
-$15.2M -323,166 Closed
JG
524
Jain Global
New York
-$13.7M -291,439 Closed
Renaissance Technologies
525
Renaissance Technologies
New York
-$12.2M -259,131 Closed

AHR Hedge Fund Activity: Q1 2026 in Review

518 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q1 2026, worth a combined $8.89B — up 5.4% from $8.44B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of AHR and 70 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 228 added.

The largest buyer was BlackRock, adding an estimated $427M. The largest seller was Royal Bank of Canada, cutting an estimated $291M.

  • 518 institutional investors held American Healthcare REIT (AHR) as of Q1 2026, down from 533 in Q4 2025.
  • Funds reported $8.89B of American Healthcare REIT stock for Q1 2026, up 5.4% quarter-over-quarter.
  • 70 funds opened new American Healthcare REIT positions in Q1 2026 and 75 closed out, a net change of -5 holders.
  • The largest American Healthcare REIT buyer in Q1 2026 was BlackRock, an estimated $427M added.
  • The largest American Healthcare REIT seller in Q1 2026 was Royal Bank of Canada, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2026.