We are live on ! Find out more
AHR icon

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
GI
201
GAMCO Investors
Connecticut
$606K -$591K -20,500 -51%
AF
202
Allworth Financial
California
$603K +$129K +4,470 +30%
MGP
203
Metis Global Partners
California
$588K +$66.3K +2,299 +13%
CWS
204
Cypress Wealth Services
California
$583K
QT
205
Quantbot Technologies
New York
$577K -$3.05M -105,795 -85%
Victory Capital Management
206
Victory Capital Management
Texas
$571K +$2.25K +78 +0.4%
SSWG
207
Seven Springs Wealth Group
Tennessee
$566K -$214K -7,413 -28%
WWA
208
WCG Wealth Advisors
Nevada
$562K +$68.5K +2,376 +15%
EMPI
209
Elo Mutual Pension Insurance
Finland
$538K +$512K +17,740 New
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$530K +$103K +3,578 +26%
BWP
211
Baldwin Wealth Partners
Massachusetts
$526K
SWP
212
Stratos Wealth Partners
Ohio
$487K +$170K +5,891 +58%
SFA
213
Sequoia Financial Advisors
Ohio
$476K +$453K +15,726 New
AIP
214
Ameritas Investment Partners
Nebraska
$466K -$15.1K -525 -3%
TF
215
Trek Financial
Arizona
$458K -$82.6K -2,864 -16%
BCI
216
Brinker Capital Investments
Pennsylvania
$452K -$43.8K -1,519 -9%
OPS
217
Orion Portfolio Solutions
Nebraska
$452K -$43.8K -1,519 -9%
MCP
218
Militia Capital Partners
Nevada
$451K +$381K +13,200 +776%
AC
219
Allstate Corporation
Illinois
$438K +$198K +6,871 +91%
WHG
220
Westwood Holdings Group
Texas
$436K -$119K -4,122 -22%
BEI
221
Benjamin Edwards Inc
Missouri
$435K +$12.8K +444 +3%
Truist Financial
222
Truist Financial
North Carolina
$431K -$202 -7 -0%
RA
223
RFG Advisory
Alabama
$423K -$201K -6,964 -33%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$420K -$7.58K -263 -2%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$416K +$115K +3,987 +41%

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.