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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
BAMCO Inc
76
BAMCO Inc
New York
$6.3M +$545K +18,900 +10%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$5.95M -$44.7K -1,551 -0.8%
IFG
78
Independent Financial Group
California
$5.68M +$1.04M +35,929 +24%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$5.5M -$913K -31,668 -15%
Wells Fargo
80
Wells Fargo
California
$5.48M +$42.6K +1,476 +0.8%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$5.4M +$58.6K +2,031 +1%
MFG
82
Merit Financial Group
Georgia
$5.33M -$242K -8,407 -5%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$5.2M -$45.8K -1,588 -0.9%
ACA
84
Anchor Capital Advisors
Massachusetts
$5.14M +$4.89M +169,528 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.12M +$4.87M +169,000 New
Franklin Resources
86
Franklin Resources
California
$4.96M -$467K -16,201 -9%
Citigroup
87
Citigroup
New York
$4.92M +$889K +30,840 +23%
HCM
88
Hilton Capital Management
New York
$4.82M +$67.2K +2,329 +1%
ERSOT
89
Employees Retirement System of Texas
Texas
$4.62M +$504K +17,468 +13%
Raymond James Financial
90
Raymond James Financial
Florida
$4.53M +$1.1M +38,243 +34%
Ameriprise
91
Ameriprise
Minnesota
$4.42M +$1.44M +49,891 +52%
EWA
92
EverSource Wealth Advisors
Alabama
$4.41M -$105K -3,644 -2%
GCM
93
Greenland Capital Management
New York
$4.39M +$1.87M +65,000 +81%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$4.34M +$517K +17,931 +14%
First Trust Advisors
95
First Trust Advisors
Illinois
$4.31M +$1.19M +41,280 +41%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$4.25M -$46.7K -1,621 -1%
OIA
97
OneDigital Investment Advisors
Kansas
$3.9M -$1.03M -35,819 -22%
AG
98
Algert Global
California
$3.73M -$239K -8,290 -6%
EI
99
EAM Investors
California
$3.6M -$14.3K -495 -0.4%
HighTower Advisors
100
HighTower Advisors
Illinois
$3.58M +$1.39M +48,247 +69%

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.