AHR icon

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 %
PCIA
176
Prime Capital Investment Advisors
Kansas
$760K +$35.7K +1,178 +5%
CIA
177
Concurrent Investment Advisors
Florida
$759K +$6.97K +230 +0.9%
Empower Advisory Group
178
Empower Advisory Group
Colorado
$749K – – –
SPC
179
Sigma Planning Corp
Michigan
$733K -$275K -9,083 -27%
SBIA
180
Sheaff Brock Investment Advisors
Indiana
$727K +$51.7K +1,706 +8%
FWM
181
Focused Wealth Management
New York
$718K +$636 +21 +0.1%
SOS
182
Silver Oak Securities
Tennessee
$718K -$33.7K -1,106 -4%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$716K – – –
NA
184
NewEdge Advisors
Louisiana
$712K +$60.9K +2,011 +9%
CAG
185
Csenge Advisory Group
Florida
$701K -$73.6K -2,405 -9%
AWS
186
Atria Wealth Solutions
New York
$693K +$79.2K +2,602 +13%
NAM
187
Nissay Asset Management
Japan
$687K +$16.5K +543 +2%
MML Investors Services
188
MML Investors Services
Massachusetts
$667K +$16.8K +555 +3%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$650K -$35.7K -1,179 -5%
AWM
190
Apollon Wealth Management
South Carolina
$649K -$21.6K -712 -3%
AWM
191
AE Wealth Management
Kansas
$647K +$44.1K +1,455 +7%
SB
192
Strategic Blueprint
Georgia
$647K -$8.61K -284 -1%
GS
193
GWN Securities
Florida
$638K +$638K +18,730 New
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$630K +$630K +20,776 New
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K -$204K -6,749 -25%
CAM
196
Cresset Asset Management
Illinois
$623K +$153 +5 +0%
ZIM
197
Zacks Investment Management
Illinois
$614K -$720K -23,773 -54%
FC
198
FORA Capital
Florida
$608K +$608K +20,077 New
GI
199
GAMCO Investors
Connecticut
$606K -$621K -20,500 -51%
AF
200
Allworth Financial
California
$603K +$139K +4,470 +30%
6 7
8
9 10