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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
SC
176
Scotia Capital
Ontario, Canada
$1.13M -$138K -3,436 -11%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$1.11M +$76.8K +1,910 +8%
DWM
178
Diversify Wealth Management
Utah
$1.11M -$11.6K -289 -1%
PFA
179
Petra Financial Advisors
Colorado
$1.1M +$18.7K +465 +2%
GWM
180
Geneos Wealth Management
Colorado
$1.09M -$226K -5,625 -18%
II
181
IFM Investors
Australia
$1.08M +$5.22K +130 +0.5%
BC
182
Bridgefront Capital
Texas
$1.07M +$561K +13,968 +122%
EAM
183
Erste Asset Management
Austria
$1.06M +$1.02M +25,400 New
Two Sigma Investments
184
Two Sigma Investments
New York
$1.05M +$238K +5,926 +31%
NAM
185
Nissay Asset Management
Japan
$1.03M +$33.4K +831 +3%
WA
186
WPG Advisers
Maryland
$1.03M -$2.47M -61,573 -71%
FWM
187
Focused Wealth Management
New York
$1.02M +$26.4K +657 +3%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$999K -$178K -4,417 -16%
MML Investors Services
189
MML Investors Services
Massachusetts
$990K -$4.3K -107 -0.5%
CG
190
Cynosure Group
Utah
$975K
WWA
191
WCG Wealth Advisors
Nevada
$960K +$210K +5,220 +30%
FFA
192
Farther Finance Advisors
California
$953K +$812K +20,207 +816%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$944K +$903K +22,475 New
OAC
194
OMERS Administration Corp
Ontario, Canada
$924K +$884K +22,000 New
SOS
195
Silver Oak Securities
Tennessee
$916K -$924 -23 -0.1%
Truist Financial
196
Truist Financial
North Carolina
$908K +$229K +5,702 +36%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$906K -$89K -2,214 -9%
PWM
198
Perigon Wealth Management
California
$900K -$2.17K -54 -0.3%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$875K -$65.9K -1,640 -7%
SB
200
Strategic Blueprint
Georgia
$844K +$643 +16 +0.1%

AHR Hedge Fund Activity: Q3 2025 in Review

450 of the 7,620 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.