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
Baron Real Estate Income Fund BARON SELECT FUNDS 136,1756.4M $2.43 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 135,1037.1M $0.27 %0.06 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 134,0106.8M $0.01 %0.06 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 133,5606.3M $4.66 %0.06 %as of Mar 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 130,7816.2M $0.56 %0.06 %as of Mar 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 130,4506.8M $0.26 %0.06 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 129,5016.1M $0.54 %0.06 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 128,3806.7M $0.98 %0.06 %as of Feb 28, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 128,1716M $0.71 %0.06 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 128,1316M $0.12 %0.06 %as of Mar 31, 2026 ↗
Real Estate Portfolio PACIFIC SELECT FUND 126,5326M $1.87 %0.06 %as of Mar 31, 2026 ↗
Easterly Global Real Estate Fund James Alpha Funds Trust 122,8386.4M $3.27 %0.06 %as of Feb 28, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 121,7406.2M $0.77 %0.06 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 116,5005.5M $0.28 %0.05 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 115,1315.8M $0.45 %0.05 %as of Apr 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 114,4565.4M $0.96 %0.05 %as of Mar 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 114,3786M $2.58 %0.05 %as of Feb 28, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 114,2445.4M $2.21 %0.05 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 113,1055.7M $0.39 %0.05 %as of Apr 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 111,3025.2M $2.12 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 111,2975.2M $0.26 %0.05 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 109,9395.6M $1.49 %0.05 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 106,1005M $0.21 %0.05 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 106,0065M $0.12 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 105,7565M $0.21 %0.05 %as of Mar 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 105,2665M $2.52 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 104,8084.9M $0.01 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 104,3225.3M $0.01 %0.05 %as of Apr 30, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 103,5134.9M $0.65 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 102,9225.4M $0.01 %0.05 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust 100,9004.8M $1.39 %0.05 %as of Mar 31, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 99,8365.2M $1.49 %0.05 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 99,5605.2M $0.01 %0.05 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 98,4675.1M $0.31 %0.05 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 97,9775M $0.06 %0.04 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 96,0844.5M $0.28 %0.04 %as of Mar 31, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 95,2574.5M $2.28 %0.04 %as of Mar 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 94,9475M $0.64 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 93,9124.9M $0.43 %0.04 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 92,0554.7M $0.01 %0.04 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 91,9814.3M $0.02 %0.04 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 91,8404.7M $0.16 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 89,1274.2M $0.01 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 87,7144.1M $0.11 %0.04 %as of Mar 31, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 84,4884M $1.52 %0.04 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 84,0594M $2.64 %0.04 %as of Mar 31, 2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 83,0683.9M $3.28 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 82,6623.9M $0.28 %0.04 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 82,5003.9M $0.26 %0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 82,1583.9M $0.08 %0.04 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 81,8553.9M $0.26 %0.04 %as of Mar 31, 2026 ↗
AB Large Cap Value Fund AB TRUST 81,2564.2M $0.88 %0.04 %as of Feb 28, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 81,0144.1M $0.15 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 80,5414.2M $0.38 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 77,4993.9M $0.28 %0.04 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 76,7474M $2.61 %0.04 %as of Feb 28, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 76,7404M $0.70 %0.04 %as of Feb 28, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 76,0503.6M $0.52 %0.03 %as of Mar 31, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 72,0103.4M $4.06 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 71,20032M SEK0.11 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 71,1673.6M $0.26 %0.03 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 70,9373.3M $0.12 %0.03 %as of Mar 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 70,3703.6M $1.89 %0.03 %as of Apr 30, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 68,3803.5M $1.05 %0.03 %as of Apr 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 68,1793.6M $0.66 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 68,0083.6M $0.29 %0.03 %as of Feb 28, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 67,8703.4M $0.26 %0.03 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 66,8793.2M $0.26 %0.03 %as of Mar 31, 2026 ↗
ALGER MID CAP GROWTH FUND ALGER FUNDS 66,6103.4M $1.21 %0.03 %as of Apr 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 65,6803.1M $0.29 %0.03 %as of Mar 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 65,5763.3M $4.65 %0.03 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 65,1403.1M $0.41 %0.03 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 64,5663M $0.61 %0.03 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS 64,3603M $0.31 %0.03 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 63,0183M $0.25 %0.03 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 62,7913.2M $0.44 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 62,4363.2M $0.13 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 61,7002.9M $0.11 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 61,6192.9M $0.26 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 60,2092.8M $0.25 %0.03 %as of Mar 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 59,2232.8M $0.41 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 59,0832.8M $0.19 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 58,6262.8M $0.15 %0.03 %as of Mar 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 58,2663M $1.53 %0.03 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 57,8862.7M $0.01 %0.03 %as of Mar 31, 2026 ↗
American Century U.S. Quality Growth ETF American Century ETF Trust 57,7603M $0.14 %0.03 %as of Feb 28, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 57,0222.9M $0.01 %0.03 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,8443M $0.22 %0.03 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 56,4562.7M $0.28 %0.03 %as of Mar 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 56,4012.7M $0.75 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 54,8952.9M $0.20 %0.03 %as of Feb 28, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 54,2002.8M $1.00 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 52,9862.5M $0.26 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,9002.4M $0.26 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 51,7522.4M $0.21 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 51,3422.6M $0.28 %0.02 %as of Apr 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 49,4992.5M $0.51 %0.02 %as of Apr 30, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 49,0622.3M $1.86 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 48,6312.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 48,1132.3M $0.20 %0.02 %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