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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
EGM
176
Engineers Gate Manager
New York
$966K +$873K +26,281 New
PFA
177
Petra Financial Advisors
Colorado
$946K +$599K +18,026 +233%
II
178
IFM Investors
Australia
$938K -$166K -5,007 -16%
SWGC
179
Summit Wealth Group (Colorado)
Colorado
$902K +$810K +24,387 New
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$900K -$43.9K -1,322 -5%
SPIA
181
Steward Partners Investment Advisory
New York
$892K -$32.3K -973 -4%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$873K -$385K -11,576 -33%
NAM
183
Nissay Asset Management
Japan
$873K +$36.1K +1,085 +5%
FWM
184
Focused Wealth Management
New York
$872K +$665 +20 +0.1%
MML Investors Services
185
MML Investors Services
Massachusetts
$870K +$55.7K +1,677 +8%
CG
186
Cynosure Group
Utah
$852K +$771K +23,202 New
TRCT
187
Tower Research Capital (TRC)
New York
$845K +$626K +18,842 +454%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$827K +$448K +13,472 +149%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$826K -$38.9K -1,172 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$808K -$4.88M -147,000 -87%
SOS
191
Silver Oak Securities
Tennessee
$802K -$58.4K -1,757 -7%
PWM
192
Perigon Wealth Management
California
$789K -$368K -11,083 -34%
AWM
193
Apollon Wealth Management
South Carolina
$789K +$1.89K +57 +0.3%
Empower Advisory Group
194
Empower Advisory Group
Colorado
$776K -$120K -3,605 -15%
WG
195
Winton Group
United Kingdom
$775K +$701K +21,095 New
TPA
196
Trivium Point Advisory
Connecticut
$765K -$194K -5,833 -22%
NEWAS
197
N.E.W. Advisory Services
Wisconsin
$754K -$243K -7,317 -26%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$754K -$31.7K -954 -4%
SB
199
Strategic Blueprint
Georgia
$738K -$42K -1,264 -6%
GI
200
GAMCO Investors
Connecticut
$735K

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.