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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
BWP
551
Baldwin Wealth Partners
Massachusetts
-$570K -12,108 Closed
CAM
552
Concorde Asset Management
Michigan
-$414K -8,798 Closed
FCM
553
Fieldview Capital Management
Michigan
-$399K -8,481 Closed
WIM
554
Warwick Investment Management
Texas
-$397K -8,429 Closed
PIA
555
Panoramic Investment Advisors
Colorado
-$377K -8,006 Closed
DTL
556
Dynamic Technology Lab
Singapore
-$372K -7,908 Closed
AWM
557
Atticus Wealth Management
Florida
-$368K -7,811 Closed
MAM
558
Meeder Asset Management
Ohio
-$367K -7,789 Closed
IAN
559
Integrated Advisors Network
Texas
-$352K -7,488 Closed
IA
560
Integrity Alliance
Iowa
-$348K -7,393 Closed
JFG
561
Jefferies Financial Group
New York
-$312K -6,628 Closed
CAU
562
Caxton Associates (UK)
-$311K -6,611 Closed
OWA
563
Octavia Wealth Advisors
Ohio
-$309K -6,533 Closed
EWA
564
EP Wealth Advisors
California
-$257K -5,455 Closed
SAI
565
Savvy Advisors Inc
New York
-$249K -5,288 Closed
A
566
AlphaQuest
New York
-$244K -5,190 Closed
KIM
567
Kestra Investment Management
Texas
-$235K -4,990 Closed
BRWA
568
B. Riley Wealth Advisors
Florida
-$233K -4,945 Closed
Lazard Asset Management
569
Lazard Asset Management
New York
-$228K -4,854 Closed
CAGAS
570
Capital Advisory Group Advisory Services
Minnesota
-$219K -4,649 Closed
CAS
571
Coppell Advisory Solutions
Texas
-$211K -4,416 Closed
1C
572
111 Capital
France
-$205K -4,362 Closed
BWP
573
Balboa Wealth Partners
Arizona
-$200K -4,250 Closed
HCA
574
Harbor Capital Advisors
Illinois
-$174K -3,691 Closed
SA
575
Strategic Advocates
Utah
-$165K -3,464 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.