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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$1.47M +$492K +14,803 +59%
DAS
152
Diversify Advisory Services
Utah
$1.46M -$61K -1,835 -5%
AAS
153
Avantax Advisory Services
Texas
$1.39M +$122K +3,681 +11%
Creative Planning
154
Creative Planning
Kansas
$1.38M +$54.1K +1,628 +5%
JSW
155
Journey Strategic Wealth
New Jersey
$1.37M -$75.8K -2,280 -6%
Lazard Asset Management
156
Lazard Asset Management
New York
$1.36M +$1.15M +34,616 +1,488%
PFS
157
Prospera Financial Services
Texas
$1.36M +$40.1K +1,207 +3%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.32M +$96.7K +2,909 +9%
VanEck Associates
159
VanEck Associates
New York
$1.28M +$165K +4,966 +17%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$1.25M +$102K +3,066 +10%
KK
161
KLP Kapitalforvaltning
Norway
$1.22M +$116K +3,500 +12%
ProShare Advisors
162
ProShare Advisors
Maryland
$1.2M -$8.37K -252 -0.8%
Mariner
163
Mariner
Kansas
$1.19M -$511K -15,378 -32%
GWM
164
Geneos Wealth Management
Colorado
$1.16M -$747K -22,493 -42%
WIA
165
World Investment Advisors
California
$1.15M -$79.2K -2,384 -7%
PAG
166
Private Advisor Group
New Jersey
$1.13M -$90.8K -2,732 -8%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$1.13M +$1.02M +30,697 New
SC
168
Scotia Capital
Ontario, Canada
$1.12M -$260K -7,834 -20%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.1M +$503K +15,128 +101%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$13.1K +393 +1%
FGA
171
Fortis Group Advisors
New Jersey
$1.05M -$74.1K -2,231 -8%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.04M -$237K -7,120 -20%
Cerity Partners
173
Cerity Partners
New York
$1.03M -$103K -3,106 -10%
DWM
174
Diversify Wealth Management
Utah
$993K -$99.1K -2,981 -11%
MGP
175
Metis Global Partners
California
$970K +$233K +7,000 +36%

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.