Titelia

Funds holding American Healthcare REIT Inc

ISIN US3981823038 · United States

Fund holders
454
Of which ETFs
93 361 other funds
Value held
4.3B $ 32M SEK
Share of capital
40.3 % of 218M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 6,586,572334.5M $0.48 %3.02 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 5,887,177277.6M $0.01 %2.70 %as of Mar 31, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 5,873,799277M $0.26 %2.69 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 4,370,996206.1M $0.29 %2.01 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,293,706202.5M $0.12 %1.97 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 2,400,027113.2M $0.29 %1.10 %as of Mar 31, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 2,028,422103M $1.53 %0.93 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,979,10293.3M $0.11 %0.91 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,769,97889.9M $0.28 %0.81 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust 1,728,27087.8M $1.29 %0.79 %as of Apr 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,413,98566.7M $0.08 %0.65 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,224,71362.2M $0.90 %0.56 %as of Apr 30, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 1,223,82363.9M $0.66 %0.56 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,197,20060.8M $1.19 %0.55 %as of Apr 30, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 1,167,59659.3M $0.56 %0.54 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,129,90157.4M $0.26 %0.52 %as of Apr 30, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,020,34451.8M $0.75 %0.47 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 993,57946.9M $0.38 %0.46 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 923,18746.9M $0.93 %0.42 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 923,16248.2M $0.12 %0.42 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 866,58340.9M $0.26 %0.40 %as of Mar 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 864,24040.8M $1.85 %0.40 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 863,05543.8M $2.32 %0.40 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 859,54744.9M $0.22 %0.39 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 838,28743.8M $0.29 %0.38 %as of Feb 28, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 749,79338.1M $0.39 %0.34 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 728,35934.3M $2.77 %0.33 %as of Mar 31, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 695,99235.3M $1.02 %0.32 %as of Apr 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 666,89533.9M $0.44 %0.31 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 657,15331M $0.31 %0.30 %as of Mar 31, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 649,61430.6M $1.30 %0.30 %as of Mar 31, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 627,08131.8M $0.63 %0.29 %as of Apr 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 575,30929.2M $0.77 %0.26 %as of Apr 30, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 561,64526.5M $0.55 %0.26 %as of Mar 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 521,87526.5M $2.51 %0.24 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 517,40724.4M $0.20 %0.24 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 501,37323.6M $0.29 %0.23 %as of Mar 31, 2026 ↗
iShares Global REIT ETF iShares Trust 471,64524M $0.50 %0.22 %as of Apr 30, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 460,09221.7M $1.85 %0.21 %as of Mar 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 439,70522.3M $0.52 %0.20 %as of Apr 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 392,20020.5M $0.92 %0.18 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 392,14619.9M $0.28 %0.18 %as of Apr 30, 2026 ↗
JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust 378,95017.9M $1.27 %0.17 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 364,67818.5M $1.08 %0.17 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 355,18716.8M $0.01 %0.16 %as of Mar 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 352,02516.6M $0.21 %0.16 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 343,20016.2M $0.13 %0.16 %as of Mar 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 342,45417.4M $0.55 %0.16 %as of Apr 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 338,19717.7M $0.66 %0.16 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 336,81417.1M $0.49 %0.15 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 330,68517.3M $0.01 %0.15 %as of Feb 28, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 330,59016.8M $2.46 %0.15 %as of Apr 30, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 324,92015.3M $1.95 %0.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 320,44115.1M $0.89 %0.15 %as of Mar 31, 2026 ↗
SmallCap Fund Principal Funds, Inc 318,00016.1M $0.77 %0.15 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 290,62013.7M $0.28 %0.13 %as of Mar 31, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 273,17514.3M $2.05 %0.13 %as of Feb 28, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 271,40413.8M $3.16 %0.12 %as of Apr 30, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 269,78213.7M $2.06 %0.12 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 269,28514.1M $0.27 %0.12 %as of Feb 28, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 268,08813.6M $0.94 %0.12 %as of Apr 30, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 266,01012.5M $1.08 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 262,85013.7M $0.01 %0.12 %as of Feb 28, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 261,76112.3M $0.48 %0.12 %as of Mar 31, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 258,10913.1M $1.61 %0.12 %as of Apr 30, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 254,71013.3M $1.98 %0.12 %as of Feb 28, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 254,65212M $4.29 %0.12 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 254,53312M $0.68 %0.12 %as of Mar 31, 2026 ↗
AB Discovery Value Fund AB TRUST 253,43013.2M $0.54 %0.12 %as of Feb 28, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 251,63612.8M $0.76 %0.12 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 246,68812.5M $0.12 %0.11 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 228,57511.6M $0.59 %0.10 %as of Apr 30, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 227,71011.6M $2.17 %0.10 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 220,83610.4M $0.01 %0.10 %as of Mar 31, 2026 ↗
JNL/WMC Global Real Estate Fund JNL Series Trust 217,13810.2M $2.00 %0.10 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 213,22810.8M $0.27 %0.10 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 208,79710.6M $1.42 %0.10 %as of Apr 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 202,8419.6M $0.75 %0.09 %as of Mar 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 200,1739.4M $1.85 %0.09 %as of Mar 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 191,5919M $2.47 %0.09 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 190,8759M $0.40 %0.09 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 187,2628.8M $0.26 %0.09 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 186,6028.8M $0.44 %0.09 %as of Mar 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 182,9478.6M $1.06 %0.08 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 179,0138.4M $0.26 %0.08 %as of Mar 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 173,1858.2M $2.10 %0.08 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 165,4028.4M $0.40 %0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 164,7877.8M $0.31 %0.08 %as of Mar 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 163,1757.7M $0.35 %0.07 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 162,0037.6M $0.54 %0.07 %as of Mar 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 161,3168.2M $0.57 %0.07 %as of Apr 30, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 160,8917.6M $2.47 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 160,6448.4M $1.10 %0.07 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 147,7177.7M $0.08 %0.07 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 145,4206.9M $0.26 %0.07 %as of Mar 31, 2026 ↗
DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 144,6436.8M $0.72 %0.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 143,0466.7M $0.37 %0.07 %as of Mar 31, 2026 ↗
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 142,3757.2M $2.99 %0.07 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 141,4257.2M $0.01 %0.06 %as of Apr 30, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 137,9096.5M $0.30 %0.06 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 4.72 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 4.66 %as of Mar 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 4.65 %as of Apr 30, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 4.29 %as of Mar 31, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 4.06 %as of Mar 31, 2026 ↗
abrdn Real Estate Fund abrdn Funds 4.04 %as of Apr 30, 2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 3.28 %as of Mar 31, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 3.27 %as of Feb 28, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 3.16 %as of Apr 30, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 3.00 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2453+5687,798,975+19.3 %
2026Q1397+2473,565,669+8.6 %
2025Q4373+3167,713,679+3.2 %
2025Q3342+5965,588,233+16.5 %
2025Q2283+5256,311,252+10.3 %
2025Q1231+2351,052,862+37.5 %
2024Q4208+9437,121,046+96.9 %
2024Q3114+4418,853,832+42.1 %
2024Q27013,266,696

Institutional managers

510 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.28,741,0941.4B $as of Mar 31, 2026
STATE STREET CORP9,545,044452.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP8,283,787390.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC7,423,206350.1M $as of Mar 31, 2026
Invesco Ltd.6,778,768319.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC6,190,551304.9M $as of Mar 31, 2026
FMR LLC5,064,371238.8M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC3,518,357165.9M $as of Mar 31, 2026
WCM INVESTMENT MANAGEMENT, LLC3,425,295160.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.3,306,517155.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,236,592152.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,982,265140.6M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.2,798,790131.7M $as of Mar 31, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC2,781,453131.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,682,894126.5M $as of Mar 31, 2026
NORTHERN TRUST CORP2,272,217107.2M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD2,251,400106.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,046,02096.5M $as of Mar 31, 2026
TD Asset Management Inc2,002,05394.4M $as of Mar 31, 2026
MORGAN STANLEY1,749,74382.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,602,30075.6M $as of Mar 31, 2026
Bank of New York Mellon Corp1,580,92074.6M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,563,36473.7M $as of Mar 31, 2026
Capital World Investors1,435,13567.7M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,386,30565.4K $as of Mar 31, 2026

Declared shareholders of American Healthcare REIT Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.62 %16,223,461as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.14 %9,676,233as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.10 %9,545,044as of Mar 31, 2026 · SCHEDULE 13G
Royal Bank of Canada 3.21 %5,986,987as of Dec 31, 2025 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding American Healthcare REIT Inc". https://titelia.com/en/stocks/american-healthcare-reit-inc-US3981823038