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American Healthcare REIT

416 hedge funds and large institutions have $5.42B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

50% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 48

29% more capital invested

Capital invested by funds: $4.2B → $5.42B (+$1.22B)

5% more funds holding

Funds holding: 397416 (+19)

4.5% more ownership

Funds ownership: 87.86%92.36% (+4.5%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

Holders
416
Holders Change
+19
Holders Change %
+4.79%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
72
Increased
139
Reduced
157
Closed
48
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$7.07M -$1.07M -32,084 -14%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$7.02M +$642K +19,315 +11%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$6.78M -$824K -24,798 -12%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$6.63M -$38.6K -1,163 -0.6%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$6.44M -$89.9K -2,705 -2%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$6.41M -$734K -22,087 -11%
MFG
82
Merit Financial Group
Georgia
$6.35M -$101K -3,044 -2%
Wells Fargo
83
Wells Fargo
California
$6.32M -$303K -9,114 -5%
Citigroup
84
Citigroup
New York
$6.19M +$201K +6,043 +4%
ACA
85
Anchor Capital Advisors
Massachusetts
$6.14M -$81.8K -2,463 -1%
UBS AM
86
UBS AM
Illinois
$6.13M -$25.3M -761,922 -82%
Verition Fund Management
87
Verition Fund Management
Connecticut
$6.08M +$5.5M +165,613 New
GL
88
Governors Lane
New York
$6.06M +$5.48M +165,035 New
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$6.03M +$5.46M +164,172 New
Point72 Asset Management
90
Point72 Asset Management
Connecticut
$5.97M +$5.4M +162,621 New
HCM
91
Hilton Capital Management
New York
$5.75M -$80.7K -2,429 -2%
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$5.74M -$3.83M -115,357 -42%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$5.58M +$297K +8,944 +6%
CWMP
94
Clarion Wealth Managment Partners
Virginia
$5.51M +$4.98M +149,968 New
Marshall Wace
95
Marshall Wace
United Kingdom
$5.43M +$4.91M +147,800 New
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$5.17M +$13.5K +406 +0.3%
IFG
97
Independent Financial Group
California
$5.01M -$1.7M -51,293 -27%
ERSOT
98
Employees Retirement System of Texas
Texas
$4.98M -$561K -16,888 -11%
Ameriprise
99
Ameriprise
Minnesota
$4.86M -$456K -13,734 -9%
Raymond James Financial
100
Raymond James Financial
Florida
$4.4M -$990K -29,779 -20%

AHR Hedge Fund Activity: Q2 2025 in Review

416 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q2 2025, worth a combined $5.42B — up 29% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AHR positions and 48 closed out — a net gain of 24 holders — while 139 added to existing stakes and 157 trimmed.

The largest buyer was Vanguard Group, adding an estimated $137M. The largest seller was Principal Financial Group, cutting an estimated $85.9M.

  • 416 institutional investors held American Healthcare REIT (AHR) as of Q2 2025, up from 397 in Q1 2025.
  • Funds reported $5.42B of American Healthcare REIT stock for Q2 2025, up 29% quarter-over-quarter.
  • 72 funds opened new American Healthcare REIT positions in Q2 2025 and 48 closed out, a net change of +24 holders.
  • The largest American Healthcare REIT buyer in Q2 2025 was Vanguard Group, an estimated $137M added.
  • The largest American Healthcare REIT seller in Q2 2025 was Principal Financial Group, an estimated $85.9M sold.

Based on aggregated 13F filings for Q2 2025.