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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$842M +$137M +4,122,738 +22%
BlackRock
2
BlackRock
New York
$655M +$98.9M +2,974,858 +20%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M +$31.9M +960,445 +11%
Principal Financial Group
4
Principal Financial Group
Iowa
$360M -$85.9M -2,584,950 -21%
State Street
5
State Street
Massachusetts
$255M +$14.1M +422,931 +7%
Invesco
6
Invesco
Georgia
$214M +$26.5M +798,075 +16%
AllianceBernstein
7
AllianceBernstein
Tennessee
$195M +$25.2M +759,501 +17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$175M +$25.9M +779,109 +21%
CIM
9
Centersquare Investment Management
Pennsylvania
$125M -$4.75M -142,970 -4%
Deutsche Bank
10
Deutsche Bank
Germany
$117M -$13.7M -412,129 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$105M +$28.2M +849,525 +42%
Prudential Financial
12
Prudential Financial
New Jersey
$100M +$4.7M +141,427 +5%
American Century Companies
13
American Century Companies
Missouri
$93.9M +$43.2M +1,300,743 +104%
Charles Schwab
14
Charles Schwab
California
$89.4M +$6.6M +198,574 +9%
GA
15
GRS Advisors
Illinois
$67.2M +$18.4M +553,203 +43%
N
16
Nuveen
North Carolina
$63.6M -$17.1M -515,513 -23%
Northern Trust
17
Northern Trust
Illinois
$61.7M -$550K -16,544 -1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$57.2M -$763K -22,955 -1%
Bank of America
19
Bank of America
North Carolina
$52.7M +$12M +360,318 +34%
Macquarie Group
20
Macquarie Group
Australia
$49.9M -$18.6M -558,567 -29%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$49.1M +$16.4M +494,370 +59%
Morgan Stanley
22
Morgan Stanley
New York
$45.3M +$4.05M +121,955 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.5M -$4.1M -123,450 -10%
LBIM
24
Land & Buildings Investment Management
Connecticut
$39.6M -$2.25M -67,850 -6%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$39.3M +$665K +20,000 +2%

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.