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American Healthcare REIT

413 hedge funds and large institutions have $5.39B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
5.54%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
73
Increased
138
Reduced
154
Closed
46
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M +$151M +4,122,738 +22%
BlackRock
2
BlackRock
New York
$655M +$109M +2,974,858 +20%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M +$35.3M +960,445 +11%
Principal Financial Group
4
Principal Financial Group
Iowa
$360M -$95M -2,584,950 -21%
State Street
5
State Street
Massachusetts
$255M +$15.6M +422,931 +7%
Invesco
6
Invesco
Georgia
$214M +$29.3M +798,075 +16%
AllianceBernstein
7
AllianceBernstein
Tennessee
$195M +$27.9M +759,501 +17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$29.8M +779,109 +21%
CIM
9
Centersquare Investment Management
Pennsylvania
$125M -$5.25M -142,970 -4%
Deutsche Bank
10
Deutsche Bank
Germany
$117M -$15.1M -412,129 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$105M +$31.2M +849,525 +42%
Prudential Financial
12
Prudential Financial
New Jersey
$100M +$5.2M +141,427 +5%
American Century Companies
13
American Century Companies
Missouri
$93.9M +$47.8M +1,300,743 +104%
Charles Schwab
14
Charles Schwab
California
$89.4M +$7.3M +198,574 +9%
GA
15
GRS Advisors
Illinois
$67.2M +$20.3M +553,203 +43%
NL
16
Nuveen LLC
North Carolina
$63.6M -$18.9M -515,513 -23%
Northern Trust
17
Northern Trust
Illinois
$61.7M -$608K -16,544 -1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$57.2M -$843K -22,955 -1%
Bank of America
19
Bank of America
North Carolina
$52.7M +$13.2M +360,318 +34%
Macquarie Group
20
Macquarie Group
Australia
$49.9M -$20.5M -558,567 -29%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$49.1M +$18.2M +494,370 +59%
Morgan Stanley
22
Morgan Stanley
New York
$45.3M +$4.48M +121,955 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.5M -$4.54M -123,450 -10%
LBIM
24
Land & Buildings Investment Management
Connecticut
$39.6M -$2.49M -67,850 -6%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$39.3M +$735K +20,000 +2%