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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
JFG
101
Jefferies Financial Group
New York
$3.55M +$3.37M +117,000 New
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$3.5M +$393K +13,635 +13%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$3.22M +$154K +5,338 +5%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$3.16M +$75K +2,600 +3%
Two Sigma Investments
105
Two Sigma Investments
New York
$3.11M -$250K -8,684 -8%
JWCA
106
J.W. Cole Advisors
Florida
$2.94M +$1.74M +60,222 +164%
MWM
107
Modern Wealth Management
Kansas
$2.91M -$50.1K -1,739 -2%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$2.9M -$955K -33,131 -26%
MIM
109
MetLife Investment Management
New Jersey
$2.86M -$43.5K -1,507 -2%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$2.75M -$1.71M -59,473 -40%
IIM
111
INTECH Investment Management
Florida
$2.75M +$1.37M +47,570 +110%
Mirae Asset Global ETFs Holdings
112
Mirae Asset Global ETFs Holdings
Hong Kong
$2.74M +$114K +3,954 +5%
Amundi
113
Amundi
France
$2.69M +$213K +7,370 +9%
Allianz Asset Management
114
Allianz Asset Management
Germany
$2.69M +$2.56M +88,686 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.63M +$1.1M +38,269 +79%
WA
116
WPG Advisers
Maryland
$2.48M -$78K -2,705 -3%
HAG
117
HighPoint Advisor Group
Illinois
$2.37M -$540K -18,716 -20%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$2.32M
CF
119
Corebridge Financial
Texas
$2.26M -$31.8K -1,104 -1%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$2.23M +$26.3K +912 +1%
GWSG
121
GPS Wealth Strategies Group
Colorado
$2.21M +$269K +9,336 +15%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$2.09M -$5.86M -203,404 -75%
DFCM
123
Dark Forest Capital Management
Puerto Rico
$2.07M +$1.76M +61,120 +832%
RAM
124
Resona Asset Management
Japan
$2.02M +$152K +5,274 +9%
GJIA
125
Glass Jacobson Investment Advisors
Maryland
$1.95M

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.