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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$988M +$24.6M +611,809 +3%
BlackRock
2
BlackRock
New York
$776M +$26.3M +655,085 +4%
Principal Financial Group
3
Principal Financial Group
Iowa
$375M -$34.5M -857,418 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$364M -$50.7M -1,261,944 -13%
State Street
5
State Street
Massachusetts
$291M -$1.04M -25,897 -0.4%
Invesco
6
Invesco
Georgia
$225M -$18.7M -465,981 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$215M +$11.8M +292,970 +6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$204M -$18.5M -459,433 -9%
Prudential Financial
9
Prudential Financial
New Jersey
$171M +$53.7M +1,336,177 +49%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$149M +$28.3M +705,347 +25%
CIM
11
Centersquare Investment Management
Pennsylvania
$130M -$11.8M -293,460 -9%
American Century Companies
12
American Century Companies
Missouri
$119M +$11.4M +282,692 +11%
Charles Schwab
13
Charles Schwab
California
$111M +$8.84M +219,981 +9%
Deutsche Bank
14
Deutsche Bank
Germany
$99.8M -$32.7M -813,613 -26%
Bank of America
15
Bank of America
North Carolina
$89.3M +$27.8M +691,198 +48%
Northern Trust
16
Northern Trust
Illinois
$69.7M -$864K -21,505 -1%
N
17
Nuveen
North Carolina
$67.2M -$5.33M -132,577 -8%
GA
18
GRS Advisors
Illinois
$62.2M -$14M -347,606 -19%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$61.3M +$37.2M +924,834 +173%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$57.9M +$20.8M +518,667 +60%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.2M +$33.9M +842,785 +179%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$55M -$9.95M -247,651 -16%
Morgan Stanley
23
Morgan Stanley
New York
$54.5M +$2.51M +62,572 +5%
LBIM
24
Land & Buildings Investment Management
Connecticut
$48.4M +$2.93M +72,800 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$47.6M +$13.2M +327,532 +41%

AHR Hedge Fund Activity: Q3 2025 in Review

450 of the 7,619 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.