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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$1.07M -$65K -2,254 -6%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$1.07M -$321K -11,131 -24%
AAS
153
Avantax Advisory Services
Texas
$1.04M +$191K +6,621 +24%
CWM
154
CIBC World Markets
New York
$1.02M +$563K +19,510 +137%
WIA
155
World Investment Advisors
California
$1.02M +$29 +1 +0%
PAG
156
Private Advisor Group
New Jersey
$1.02M +$76.2K +2,642 +9%
HCA
157
Harbour Capital Advisors
Virginia
$1.01M -$9.8K -340 -1%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$1M +$25.6K +887 +3%
ProShare Advisors
159
ProShare Advisors
Maryland
$997K -$286K -9,906 -23%
PWM
160
Perigon Wealth Management
California
$987K +$272K +9,449 +41%
Cerity Partners
161
Cerity Partners
New York
$941K -$30.5K -1,059 -3%
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$936K
II
163
IFM Investors
Australia
$925K -$129K -4,465 -13%
VanEck Associates
164
VanEck Associates
New York
$909K +$34.6K +1,201 +4%
KK
165
KLP Kapitalforvaltning
Norway
$900K -$69.2K -2,400 -8%
FGA
166
Fortis Group Advisors
New Jersey
$896K -$4.73K -164 -0.6%
Dimensional Fund Advisors
167
Dimensional Fund Advisors
Texas
$889K +$846K +29,354 New
DWM
168
Diversify Wealth Management
Utah
$878K +$153K +5,305 +24%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$876K -$1.12K -39 -0.1%
KCM
170
Kennedy Capital Management
Missouri
$854K +$812K +28,179 New
NEWAS
171
N.E.W. Advisory Services
Wisconsin
$844K -$395K -13,704 -33%
TPA
172
Trivium Point Advisory
Connecticut
$808K -$297K -10,295 -28%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$782K -$51.4K -1,781 -6%
ARG
174
Advisory Resource Group
Oklahoma
$769K -$73.6K -2,552 -9%
AQR Capital Management
175
AQR Capital Management
Connecticut
$766K +$459K +15,918 +170%

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.