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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
SPIA
176
Steward Partners Investment Advisory
New York
$765K
PFA
177
Peak Financial Advisors
Colorado
$761K
PCIA
178
Prime Capital Investment Advisors
Kansas
$760K +$34K +1,178 +5%
CIA
179
Concurrent Investment Advisors
Florida
$759K +$6.63K +230 +0.9%
Empower Advisory Group
180
Empower Advisory Group
Colorado
$749K
SPC
181
Sigma Planning Corp
Michigan
$733K -$262K -9,083 -27%
SBIA
182
Sheaff Brock Investment Advisors
Indiana
$727K +$49.2K +1,706 +8%
FWM
183
Focused Wealth Management
New York
$718K +$605 +21 +0.1%
SOS
184
Silver Oak Securities
Tennessee
$718K -$31.9K -1,106 -4%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$716K
NA
186
NewEdge Advisors
Louisiana
$712K +$58K +2,011 +9%
CAG
187
Csenge Advisory Group
Florida
$701K -$69.3K -2,405 -9%
AWS
188
Atria Wealth Solutions
New York
$693K +$75K +2,602 +13%
NAM
189
Nissay Asset Management
Japan
$687K +$15.7K +543 +2%
MML Investors Services
190
MML Investors Services
Massachusetts
$667K +$16K +555 +3%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$650K -$34K -1,179 -5%
AWM
192
Apollon Wealth Management
South Carolina
$649K -$20.5K -712 -3%
AWM
193
AE Wealth Management
Kansas
$647K +$42K +1,455 +7%
SB
194
Strategic Blueprint
Georgia
$647K -$8.19K -284 -1%
GS
195
GWN Securities
Florida
$638K +$540K +18,730 New
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$630K +$599K +20,776 New
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K -$195K -6,749 -25%
CAM
198
Cresset Asset Management
Illinois
$623K +$144 +5 +0%
ZIM
199
Zacks Investment Management
Illinois
$614K -$685K -23,773 -54%
FC
200
FORA Capital
Florida
$608K +$579K +20,077 New

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.