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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
CIA
201
Concurrent Investment Advisors
Florida
$727K -$175K -5,271 -21%
CWM
202
CIBC World Markets
New York
$721K -$469K -14,112 -42%
AWM
203
AE Wealth Management
Kansas
$706K -$71.2K -2,144 -10%
PCIA
204
Prime Capital Investment Advisors
Kansas
$704K -$197K -5,918 -24%
Two Sigma Investments
205
Two Sigma Investments
New York
$701K -$2.78M -83,585 -81%
MCP
206
Militia Capital Partners
Nevada
$691K +$130K +3,900 +26%
ARG
207
Advisory Resource Group
Oklahoma
$688K -$221K -6,663 -26%
CAG
208
Csenge Advisory Group
Florida
$681K -$114K -3,418 -15%
CAM
209
Cresset Asset Management
Illinois
$677K -$69.7K -2,097 -10%
SSWG
210
Seven Springs Wealth Group
Tennessee
$671K -$13.1K -395 -2%
Balyasny Asset Management
211
Balyasny Asset Management
Illinois
$652K -$1.71M -51,321 -74%
WWA
212
WCG Wealth Advisors
Nevada
$647K -$30.8K -926 -5%
GCM
213
Gallacher Capital Management
Colorado
$639K +$578K +17,405 New
BWP
214
Baldwin Wealth Partners
Massachusetts
$638K
BCMLT
215
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K -$120K -3,625 -18%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$607K -$32K -962 -5%
QT
217
Quantbot Technologies
New York
$601K -$89K -2,677 -14%
AIP
218
Ameritas Investment Partners
Nebraska
$598K +$29.3K +882 +6%
KWM
219
Kingsview Wealth Management
Oregon
$597K +$141K +4,252 +35%
Truist Financial
220
Truist Financial
North Carolina
$585K +$56.2K +1,691 +12%
SFA
221
Sequoia Financial Advisors
Ohio
$580K +$1.89K +57 +0.4%
AWM
222
Accel Wealth Management
Iowa
$580K +$142K +4,287 +37%
SWM
223
Spire Wealth Management
Virginia
$575K +$129K +3,893 +33%
NF
224
Nvest Financial
New Hampshire
$571K +$516K +15,536 New
SPC
225
Sigma Planning Corp
Michigan
$562K -$296K -8,899 -37%

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.