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American Healthcare REIT

450 hedge funds and large institutions have $6.36B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 147 increasing their positions, 155 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,650% more call options, than puts

Call options by funds: $630K | Put options by funds: $4K

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

17% more capital invested

Capital invested by funds: $5.42B → $6.36B (+$938M)

8% more funds holding

Funds holding: 416450 (+34)

5% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 155

2.74% less ownership

Funds ownership: 92.36%89.62% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
450
Holders Change
+34
Holders Change %
+8.17%
% of All Funds
5.91%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
80
Increased
147
Reduced
155
Closed
42
Calls
$630K
Puts
$4K
Net Calls
+$626K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$1.81M +$83K +2,066 +5%
AF
152
Allworth Financial
California
$1.74M -$616K -15,329 -27%
Lazard Asset Management
153
Lazard Asset Management
New York
$1.7M +$138K +3,422 +9%
GJIA
154
Glass Jacobson Investment Advisors
Maryland
$1.68M +$362 +9 +0%
FAB
155
First American Bank
Illinois
$1.68M +$1.61M +40,023 New
Cerity Partners
156
Cerity Partners
New York
$1.65M +$459K +11,410 +41%
BCI
157
Brinker Capital Investments
Pennsylvania
$1.65M +$371K +9,227 +31%
VanEck Associates
158
VanEck Associates
New York
$1.63M +$152K +3,782 +11%
Creative Planning
159
Creative Planning
Kansas
$1.6M +$21.7K +540 +1%
PFS
160
Prospera Financial Services
Texas
$1.56M +$5.59K +139 +0.4%
DAS
161
Diversify Advisory Services
Utah
$1.56M -$79.1K -1,967 -5%
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$1.55M +$121K +3,007 +9%
JSW
163
Journey Strategic Wealth
New Jersey
$1.55M -$19.6K -488 -1%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$1.53M +$233K +5,797 +19%
MGP
165
Metis Global Partners
California
$1.51M +$384K +9,565 +36%
VLKIM
166
Van Lanschot Kempen Investment Management
Netherlands
$1.47M +$1.4M +34,911 New
Mariner
167
Mariner
Kansas
$1.46M +$99.2K +2,467 +8%
AWA
168
Arkadios Wealth Advisors
Georgia
$1.45M -$237K -5,887 -15%
KK
169
KLP Kapitalforvaltning
Norway
$1.41M +$12.1K +300 +0.9%
PAG
170
Private Advisor Group
New Jersey
$1.37M +$70.8K +1,761 +6%
FGA
171
Fortis Group Advisors
New Jersey
$1.23M +$8.4K +209 +0.8%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$1.23M -$580K -14,425 -33%
AT
173
American Trust
Kentucky
$1.2M +$1.14M +28,489 New
ProShare Advisors
174
ProShare Advisors
Maryland
$1.14M -$218K -5,427 -17%
TC
175
TwinBeech Capital
New York
$1.14M +$1.09M +27,048 New

AHR Hedge Fund Activity: Q3 2025 in Review

450 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q3 2025, worth a combined $6.36B — up 17% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AHR positions and 42 closed out — a net gain of 38 holders — while 147 added to existing stakes and 155 trimmed.

The largest buyer was Prudential Financial, adding an estimated $53.7M. The largest seller was Wellington Management Group, cutting an estimated $50.7M.

  • 450 institutional investors held American Healthcare REIT (AHR) as of Q3 2025, up from 416 in Q2 2025.
  • Funds reported $6.36B of American Healthcare REIT stock for Q3 2025, up 17% quarter-over-quarter.
  • 80 funds opened new American Healthcare REIT positions in Q3 2025 and 42 closed out, a net change of +38 holders.
  • The largest American Healthcare REIT buyer in Q3 2025 was Prudential Financial, an estimated $53.7M added.
  • The largest American Healthcare REIT seller in Q3 2025 was Wellington Management Group, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2025.