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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
GI
201
GAMCO Investors
Connecticut
$840K
CIA
202
Concurrent Investment Advisors
Florida
$830K -$563 -14 -0.1%
SPIA
203
Steward Partners Investment Advisory
New York
$828K -$184K -4,566 -19%
Marshall Wace
204
Marshall Wace
United Kingdom
$827K -$5.15M -128,104 -87%
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$826K -$34.3K -854 -4%
MCP
206
Militia Capital Partners
Nevada
$802K +$12.1K +300 +2%
TPA
207
Trivium Point Advisory
Connecticut
$799K -$71.9K -1,789 -9%
GCM
208
Gallacher Capital Management
Colorado
$795K +$61K +1,519 +9%
ARG
209
Advisory Resource Group
Oklahoma
$780K -$6.79K -169 -0.9%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$775K +$77K +1,917 +12%
CAM
211
Cresset Asset Management
Illinois
$773K
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$736K -$121K -3,000 -15%
BHCM
213
Brevan Howard Capital Management
Jersey
$720K +$688K +17,128 New
PCIA
214
Prime Capital Investment Advisors
Kansas
$716K -$85.2K -2,120 -11%
Citadel Advisors
215
Citadel Advisors
Florida
$714K +$683K +16,994 New
CBU
216
CIBC Bancorp USA
Illinois
$713K +$682K +16,981 New
AWM
217
AE Wealth Management
Kansas
$695K -$107K -2,671 -14%
CIP
218
Convergence Investment Partners
Florida
$684K +$84.5K +2,103 +15%
SFA
219
Sequoia Financial Advisors
Ohio
$684K +$19.7K +490 +3%
SWM
220
Spire Wealth Management
Virginia
$666K +$8.04K +200 +1%
IWC
221
Integrated Wealth Concepts
Massachusetts
$661K +$42.8K +1,066 +7%
SSIM
222
Sheets Smith Investment Management
Texas
$648K +$620K +15,432 New
FPAS
223
Focus Partners Advisor Solutions
Missouri
$640K +$522K +12,984 New
BWP
224
Baldwin Wealth Partners
Massachusetts
$631K -$94.2K -2,345 -13%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$628K -$1.81M -45,102 -75%

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.