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American Healthcare REIT
AHR

Overview Fund Activity

392 hedge funds and large institutions have $4.17B invested in American Healthcare REIT in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
61
Increased
120
Reduced
156
Closed
47
Calls
$1.66M
Puts
$1.16M
Net Calls
+$504K
Net Calls Change
-$7.05M

Top Buyers

1
Invesco
Invesco
Georgia
+$143M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$107M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$104M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.8M
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$13.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$38.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.3M
3
Prudential Financial
Prudential Financial
New Jersey
-$28.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$27.5M
5
UBS Group
UBS Group
Switzerland
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$1.04M +$201K +6,621 +24%
CWM
152
CIBC World Markets
New York
$1.02M +$591K +19,510 +137%
WIA
153
World Investment Advisors
California
$1.02M +$30 +1 +0%
PAG
154
Private Advisor Group
New Jersey
$1.02M +$80.1K +2,642 +9%
HCA
155
Harbour Capital Advisors
Virginia
$1.01M -$10.3K -340 -1%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$1M +$26.9K +887 +3%
ProShare Advisors
157
ProShare Advisors
Maryland
$997K -$300K -9,906 -23%
PWM
158
Perigon Wealth Management
California
$987K +$286K +9,449 +41%
Cerity Partners
159
Cerity Partners
New York
$941K -$32.1K -1,059 -3%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$936K – – –
II
161
IFM Investors
Australia
$925K -$135K -4,465 -13%
VanEck Associates
162
VanEck Associates
New York
$909K +$36.4K +1,201 +4%
KK
163
KLP Kapitalforvaltning
Norway
$900K -$73.2K -2,400 -8%
FGA
164
Fortis Group Advisors
New Jersey
$896K -$4.97K -164 -0.6%
Dimensional Fund Advisors
165
Dimensional Fund Advisors
Texas
$889K +$889K +29,354 New
DWM
166
Diversify Wealth Management
Utah
$878K +$169K +5,305 +24%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$876K -$1.18K -39 -0.1%
KCM
168
Kennedy Capital Management
Missouri
$854K +$854K +28,179 New
NEWAS
169
N.E.W. Advisory Services
Wisconsin
$844K -$415K -13,704 -33%
TPA
170
Trivium Point Advisory
Connecticut
$808K -$312K -10,295 -28%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$782K -$54K -1,781 -6%
ARG
172
Advisory Resource Group
Oklahoma
$769K -$77.3K -2,552 -9%
AQR Capital Management
173
AQR Capital Management
Connecticut
$766K +$482K +15,918 +170%
SPIA
174
Steward Partners Investment Advisory
New York
$765K – – –
PFA
175
Peak Financial Advisors
Colorado
$761K – – –
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