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American Healthcare REIT
AHR

Overview Fund Activity

413 hedge funds and large institutions have $5.39B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
5.54%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
73
Increased
138
Reduced
154
Closed
46
Calls
$635K
Puts
–
Net Calls
+$635K
Net Calls Change
+$131K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$842M
2
BlackRock
BlackRock
New York
$655M
3
American Century Companies
American Century Companies
Missouri
$93.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$364M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$36.2M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$360M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
UBS AM
UBS AM
Illinois
$6.13M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$1.39M +$135K +3,681 +11%
Creative Planning
152
Creative Planning
Kansas
$1.38M +$59.8K +1,628 +5%
JSW
153
Journey Strategic Wealth
New Jersey
$1.37M -$83.8K -2,280 -6%
Lazard Asset Management
154
Lazard Asset Management
New York
$1.36M +$1.27M +34,616 +1,488%
PFS
155
Prospera Financial Services
Texas
$1.36M +$44.4K +1,207 +3%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.32M +$107K +2,909 +9%
VanEck Associates
157
VanEck Associates
New York
$1.29M +$182K +4,966 +17%
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$1.25M +$113K +3,066 +10%
KK
159
KLP Kapitalforvaltning
Norway
$1.22M +$129K +3,500 +12%
ProShare Advisors
160
ProShare Advisors
Maryland
$1.2M -$9.26K -252 -0.8%
Mariner
161
Mariner
Kansas
$1.19M -$565K -15,378 -32%
GWM
162
Geneos Wealth Management
Colorado
$1.16M -$826K -22,493 -42%
WIA
163
World Investment Advisors
California
$1.15M -$87.6K -2,384 -7%
PAG
164
Private Advisor Group
New Jersey
$1.13M -$100K -2,732 -8%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$1.13M +$1.13M +30,697 New
SC
166
Scotia Capital
Ontario, Canada
$1.12M -$288K -7,834 -20%
BCI
167
Brinker Capital Investments
Pennsylvania
$1.1M +$556K +15,128 +101%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$14.6K +393 +1%
FGA
169
Fortis Group Advisors
New Jersey
$1.05M -$85.5K -2,231 -8%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$1.04M -$264K -7,120 -20%
Cerity Partners
171
Cerity Partners
New York
$1.03M -$114K -3,106 -10%
DWM
172
Diversify Wealth Management
Utah
$993K -$121K -2,981 -11%
MGP
173
Metis Global Partners
California
$970K +$257K +7,000 +36%
EGM
174
Engineers Gate Manager
New York
$966K +$966K +26,281 New
PFA
175
Petra Financial Advisors
Colorado
$946K +$662K +18,026 +233%
5 6
7
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