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
Vanguard Group
1
Vanguard Group
Pennsylvania
$569M +$99.1M +3,437,861 +22%
BlackRock
2
BlackRock
New York
$450M -$7.83M -271,724 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$375M +$3.89M +134,822 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$271M -$36.4M -1,263,228 -12%
State Street
5
State Street
Massachusetts
$198M +$3.65M +126,422 +2%
Invesco
6
Invesco
Georgia
$152M +$136M +4,716,792 +1,543%
AllianceBernstein
7
AllianceBernstein
Tennessee
$138M +$102M +3,547,635 +351%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$115M +$2.88M +99,965 +3%
Deutsche Bank
9
Deutsche Bank
Germany
$109M -$20.4M -708,500 -16%
CIM
10
Centersquare Investment Management
Pennsylvania
$107M -$7.5M -260,092 -7%
Prudential Financial
11
Prudential Financial
New Jersey
$78.5M -$26.8M -929,946 -26%
N
12
Nuveen
North Carolina
$68.1M +$6.07M +210,616 +10%
Charles Schwab
13
Charles Schwab
California
$67.7M +$2.59M +89,926 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$60.6M -$8.4M -291,377 -13%
Macquarie Group
15
Macquarie Group
Australia
$58.1M -$3.04M -105,523 -5%
Northern Trust
16
Northern Trust
Illinois
$51.4M -$1.06M -36,804 -2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$47.9M +$2.75M +95,247 +6%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$44.2M +$7.71M +267,491 +22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38.8M -$2.29M -79,357 -6%
GA
20
GRS Advisors
Illinois
$38.6M -$13.5M -469,127 -27%
American Century Companies
21
American Century Companies
Missouri
$38M -$36.4M -1,263,613 -50%
LBIM
22
Land & Buildings Investment Management
Connecticut
$34.8M -$11.9M -412,201 -26%
Morgan Stanley
23
Morgan Stanley
New York
$33.7M +$1.31M +45,438 +4%
Bank of America
24
Bank of America
North Carolina
$32.6M -$78.3K -2,717 -0.3%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$31.8M +$3.6M +125,000 +14%

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.