Titelia

Funds holding American Healthcare REIT Inc

ISIN US3981823038 · United States

Fund holders
430
Of which ETFs
96 334 other funds
Value held
≈ 4.6B $ 4.5B $ · 32M SEK
Share of capital
39.3 % of 218M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 7,298,750405.8M $0.56 %3.35 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,621,174345.3M $0.02 %3.04 %as of Jun 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 6,595,376343.9M $0.28 %3.03 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,786,618249.6M $0.13 %2.20 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 2,759,005143.9M $0.31 %1.27 %as of Jun 30, 2026 ↗
Real Estate Securities Fund Principal Funds, Inc 2,573,010143.1M $2.04 %1.18 %as of Jul 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,538,648132.4M $0.14 %1.16 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,209,965115.2M $0.12 %1.01 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust 1,971,687109.6M $1.53 %0.90 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,359,10075.6M $1.38 %0.62 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,356,81175.4M $0.34 %0.62 %as of Jul 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 1,281,01071.2M $0.65 %0.59 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 1,255,05761.4M $0.61 %0.58 %as of May 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 1,146,41363.7M $0.86 %0.53 %as of Jul 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,016,97556.5M $0.80 %0.47 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 975,50350.9M $0.28 %0.45 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 918,55344.9M $0.26 %0.42 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 917,77044.9M $0.11 %0.42 %as of May 31, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 897,10446.8M $1.78 %0.41 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 853,54841.7M $0.18 %0.39 %as of May 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 829,73143.3M $2.97 %0.38 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 783,79440.9M $0.07 %0.36 %as of Jun 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 781,96443.5M $0.56 %0.36 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 776,74943.2M $1.93 %0.36 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 756,48742.1M $0.89 %0.35 %as of Jul 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 740,23538.6M $0.26 %0.34 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 723,18140.2M $0.08 %0.33 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 715,61739.8M $0.85 %0.33 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 701,86736.6M $0.32 %0.32 %as of Jun 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 695,99238.7M $0.99 %0.32 %as of Jul 31, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 661,92434.5M $1.32 %0.30 %as of Jun 30, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 627,08134.9M $0.63 %0.29 %as of Jul 31, 2026 ↗
PGIM Global Real Estate Fund Prudential Investment Portfolios 12 539,59930M $2.67 %0.25 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 523,00329.1M $0.57 %0.24 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 501,37326.1M $0.27 %0.23 %as of Jun 30, 2026 ↗
Global Real Estate Securities Fund Principal Funds, Inc 437,65624.3M $1.40 %0.20 %as of Jul 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 429,70021M $0.89 %0.20 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 427,12822.3M $0.03 %0.20 %as of Jun 30, 2026 ↗
Voya Small Cap Growth Fund Voya Equity Trust 414,41320.3M $0.96 %0.19 %as of May 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 376,54619.6M $0.22 %0.17 %as of Jun 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 374,14520.8M $0.64 %0.17 %as of Jul 31, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 367,76019.2M $1.24 %0.17 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 364,96220.3M $0.53 %0.17 %as of Jul 31, 2026 ↗
Global Real Estate Fund American Century Capital Portfolios, Inc. 355,29819.8M $2.42 %0.16 %as of Jul 31, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 350,61819.5M $2.76 %0.16 %as of Jul 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 342,52617.9M $2.04 %0.16 %as of Jun 30, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 338,60317.7M $4.68 %0.16 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 335,55416.4M $0.01 %0.15 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 334,87817.5M $0.01 %0.15 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 333,97017.4M $0.94 %0.15 %as of Jun 30, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 332,30918.5M $3.50 %0.15 %as of Jul 31, 2026 ↗
SmallCap Fund Principal Funds, Inc 317,20017.6M $0.85 %0.15 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 311,43917.3M $1.14 %0.14 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 293,53415.3M $0.10 %0.13 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 283,08813.8M $0.25 %0.13 %as of May 31, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 280,65814.6M $1.80 %0.13 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 274,00314.3M $0.61 %0.13 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 273,99815.2M $0.86 %0.13 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 270,52013.2M $0.01 %0.12 %as of May 31, 2026 ↗
THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC 264,76514.7M $2.18 %0.12 %as of Jul 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 263,00114.6M $0.35 %0.12 %as of Jul 31, 2026 ↗
Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 261,58112.8M $1.86 %0.12 %as of May 31, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 251,10814M $3.15 %0.12 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 250,80013.1M $3.63 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 247,00412.9M $0.01 %0.11 %as of Jun 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 242,20613.5M $0.68 %0.11 %as of Jul 31, 2026 ↗
AB Discovery Value Fund AB TRUST 239,29412.5M $0.49 %0.11 %as of Jun 30, 2026 ↗
Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS 228,74111.2M $1.83 %0.10 %as of May 31, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 226,29411.8M $0.71 %0.10 %as of Jun 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 219,48511.4M $0.80 %0.10 %as of Jun 30, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 208,30010.2M $0.46 %0.10 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 199,69810.4M $0.18 %0.09 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 194,67510.2M $0.27 %0.09 %as of Jun 30, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 190,87510M $0.42 %0.09 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 186,7539.7M $0.38 %0.09 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 181,7619.5M $0.32 %0.08 %as of Jun 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 174,6419.7M $0.65 %0.08 %as of Jul 31, 2026 ↗
HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC 172,3039M $1.91 %0.08 %as of Jun 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 171,7118.4M $0.31 %0.08 %as of May 31, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 165,8388.1M $4.37 %0.08 %as of May 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 159,5948.3M $0.02 %0.07 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 158,9437.8M $1.09 %0.07 %as of May 31, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 158,8458.3M $1.75 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 156,2858.7M $0.01 %0.07 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 156,2418.1M $0.27 %0.07 %as of Jun 30, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 152,9138M $1.93 %0.07 %as of Jun 30, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 146,8947.7M $2.22 %0.07 %as of Jun 30, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 145,6278.1M $2.06 %0.07 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 143,3007.5M $0.39 %0.07 %as of Jun 30, 2026 ↗
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 142,2577.9M $3.03 %0.07 %as of Jul 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 141,8617.4M $0.62 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 141,4997.4M $0.59 %0.06 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 141,4257.9M $0.01 %0.06 %as of Jul 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 140,2627.3M $0.33 %0.06 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 137,8357.2M $0.14 %0.06 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 135,9157.1M $4.61 %0.06 %as of Jun 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 132,7777.4M $0.49 %0.06 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 132,7586.9M $0.01 %0.06 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 129,9796.4M $0.25 %0.06 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 126,7186.2M $0.24 %0.06 %as of May 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
Dunham Real Estate Stock Fund Dunham Funds 4.70 %as of Jul 31, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 4.68 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 4.61 %as of Jun 30, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 4.37 %as of May 31, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 4.16 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 4.09 %as of Jun 30, 2026 ↗
abrdn Real Estate Fund abrdn Funds 4.00 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 3.63 %as of Jun 30, 2026 ↗
Real Estate Fund American Century Capital Portfolios, Inc. 3.50 %as of Jul 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3.47 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
2026Q3429-2485,664,483-2.4 %
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 2 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
BlackRock, Inc. 11.50 %22,190,732as of Jun 30, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 4.30 %9,046,025as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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