undamentalytics Newsletter

American Healthcare Reit, Inc.: which funds bought and sold

Institutions that bought and sold American Healthcare Reit shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 327 institutions that filed 13F reports for both quarters added to or opened positions in American Healthcare Reit, and 205 cut or closed them. Together they added a net 33.6M shares, +17.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 15.9M shares (+39.0%); index fund managers were net sellers of 3.7M shares (−4.9%). 89 opened a new position and 41 sold out entirely.

Bought, Q2 2026 327 institutions, 89 of them new holders Sold, Q2 2026 205 institutions, 41 of them sold out
Net change, all compared +33.6M shares (+17.9%)
Net change, active managers +15.9M shares (+39.0%), 48 bought, 19 sold

Buyers versus sellers

institutions compared, 603
Active managers and hedge funds 48 bought · 19 sold · +15.9M
Index fund managers 3 bought · 8 sold · −3.7M
Other institutions 276 bought · 178 sold · +21.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cohen & Steers, Inc. +4.2M New position 4.2M $221M
Daiwa Securities Group Inc. +3.4M +741.7% 3.8M $200M
Alyeska Investment Group, L.P. Hedge fund +2.3M +181.8% 3.6M $188M
Duff & Phelps Investment Management Co +2.0M +186.2% 3.1M $162M
Millennium Management LLC Hedge fund +1.9M +2300.7% 2.0M $104M
Principal Financial Group Inc +1.5M +20.1% 8.9M $465M
Balyasny Asset Management L.P. Hedge fund +1.5M +125.3% 2.6M $137M
Centersquare Investment Management LLC +1.4M +51.1% 4.2M $219M
Capital World Investors Active manager +1.4M +95.8% 2.8M $147M
Bank Of America Corp +1.3M +40.0% 4.5M $236M
Price T Rowe Associates Inc Active manager +1.2M +88.0% 2.6M $136M
HRT Financial LP +1.1M New position 1.1M $55.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +1.0M +61444.4% 1.0M $53.7M
Vanguard Capital Management LLC Index funds +1.0M +12.2% 9.2M $480M
Canada Pension Plan Investment Board +985K +43.7% 3.2M $169M
Nuveen, LLC +970K +76.7% 2.2M $117M
Voya Investment Management LLC +900K +954.5% 994K $51.8M
Los Angeles Capital Management LLC Active manager +857K +9354.0% 866K $45.2M
Vanguard Portfolio Management LLC Index funds +851K +5.3% 17.0M $885M
Burkehill Global Management, LP Hedge fund +800K New position 800K $41.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −2.9M −10.1% 25.8M $1.3B
Geode Capital Management, LLC Index funds −1.6M −26.3% 4.6M $238M
Invesco Ltd. −1.5M −22.3% 5.3M $275M
Deutsche Bank Ag\ −1.3M −84.7% 239K $12.5M
Alliancebernstein L.P. Active manager −794K −28.4% 2.0M $94.6M
Algert Global LLC Hedge fund −615K Sold out 0 —
Goldman Sachs Group Inc −585K −36.5% 1.0M $53.1M
Voloridge Investment Management, LLC Hedge fund −554K −90.4% 59K $3.1M
Northern Trust Corp Index funds −521K −22.9% 1.8M $91.3M
State Street Corp Index funds −499K −5.2% 9.0M $474M
FMR LLC Active manager −496K −9.8% 4.6M $238M
D. E. Shaw & Co., Inc. Hedge fund −429K −90.4% 45K $2.4M
Strs Ohio −348K Sold out 0 —
Victory Capital Management Inc Active manager −307K −84.7% 55K $2.9M
Brookfield Corp −219K −96.6% 7,654 $399,156
BAMCO Inc Active manager −204K Sold out 0 —
B&I Capital AG −189K −75.7% 61K $3.2M
Russell Investments Group, Ltd. −186K −18.5% 821K $42.8M
Edgestream Partners, L.P. Hedge fund −134K −86.0% 22K $1.1M
Jpmorgan Chase & Co −130K −14.3% 779K $41M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Cohen & Steers, Inc. 4.2M $221M
HRT Financial LP 1.1M $55.7M
Burkehill Global Management, LPHedge fund 800K $41.7M
Jain Global LLCHedge fund 642K $33.5M
Zimmer Partners, LPHedge fund 565K $29.5M
Soros Fund Management LLCHedge fund 429K $22.4M
Schroder Investment Management GroupActive manager 426K $22.1M
Point72 Asset Management, L.P.Hedge fund 408K $21.3M
Squarepoint Ops LLCHedge fund 375K $19.5M
Marshall Wace, LLPHedge fund 355K $18.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Algert Global LLCHedge fund 615K $29M
Strs Ohio 348K $16.4M
BAMCO IncActive manager 204K $9.6M
Covalis Capital LLP 100K $4.7M
Taproot Management LP 93K $4.4M
Mirae Asset Global Etfs Holdings Ltd. 84K $4M
Informed Momentum Co LLC 65K $3.1M
Intech Investment Management LLCActive manager 45K $2.1M
Bridgeway Capital Management, LLCActive manager 35K $1.7M
Convergence Investment Partners, LLC 23K $1.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
570
Ten largest holders
43.4%
of 13F-reported shares
Index fund managers
32.1%
of 13F-reported shares
Active managers and hedge funds
25.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 48 19 19 6 +15.9M +39.0%
Index fund managers 3 8 0 0 −3.7M −4.9%
Other institutions 276 178 70 35 +21.4M +29.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to American Healthcare Reit, Inc. · Insiders · Politicians