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
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 126,6226.2M $0.07 %0.06 %as of May 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 126,2187M $0.07 %0.06 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 125,9057M $0.84 %0.06 %as of Jul 31, 2026 ↗
Mid Cap Index Fund Northern Funds 125,2406.5M $0.27 %0.06 %as of Jun 30, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 125,0207M $0.89 %0.06 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 124,6656.1M $2.20 %0.06 %as of May 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 120,7436.3M $2.39 %0.06 %as of Jun 30, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 119,8986.3M $0.85 %0.05 %as of Jun 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 116,6945.7M $1.46 %0.05 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 115,7466.4M $0.01 %0.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 115,3766M $0.22 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 115,1406M $0.21 %0.05 %as of Jun 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO FUNDS 115,0676M $0.26 %0.05 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 113,1056.3M $0.44 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 112,0755.8M $0.01 %0.05 %as of Jun 30, 2026 ↗
ALGER MID CAP GROWTH FUND ALGER FUNDS 112,0496.2M $2.12 %0.05 %as of Jul 31, 2026 ↗
Real Estate Securities Account Principal Variable Contract Funds, Inc 110,8895.8M $1.95 %0.05 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 110,1285.7M $0.01 %0.05 %as of Jun 30, 2026 ↗
Small Cap Stock Trust John Hancock Variable Insurance Trust 109,2755.7M $1.91 %0.05 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 108,5245.3M $0.29 %0.05 %as of May 31, 2026 ↗
CBRE Global Real Estate Portfolio Brighthouse Funds Trust I 107,6395.6M $0.68 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 104,8665.8M $0.01 %0.05 %as of Jul 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 104,8035.1M $0.63 %0.05 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 104,6715.1M $0.01 %0.05 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 102,1905M $0.01 %0.05 %as of May 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 102,0435M $0.41 %0.05 %as of May 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 101,2595.3M $0.02 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 99,1165.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 97,3595.1M $2.80 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 91,8254.8M $0.13 %0.04 %as of Jun 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 91,1404.8M $4.09 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 91,1154.5M $0.35 %0.04 %as of May 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 89,5204.7M $0.27 %0.04 %as of Jun 30, 2026 ↗
NYLIM CBRE Real Estate Fund NYLIM FUNDS TRUST 88,8774.9M $2.23 %0.04 %as of Jul 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 88,7844.6M $0.28 %0.04 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 88,2644.9M $0.18 %0.04 %as of Jul 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 87,3384.6M $0.08 %0.04 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 86,9084.5M $0.11 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. 84,8304.7M $1.39 %0.04 %as of Jul 31, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 83,5594.4M $2.09 %0.04 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 77,9884.1M $0.49 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 75,4084.2M $0.03 %0.03 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 75,3363.9M $2.25 %0.03 %as of Jun 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 74,9423.9M $0.46 %0.03 %as of Jun 30, 2026 ↗
Nomura Real Estate Securities Fund IVY FUNDS 74,5663.9M $4.16 %0.03 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 73,6814.1M $0.30 %0.03 %as of Jul 31, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 71,6303.7M $0.49 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 71,4613.5M $0.26 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 71,20032M SEK0.11 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 71,1914M $0.15 %0.03 %as of Jul 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 70,9833.7M $0.14 %0.03 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 69,8593.9M $0.03 %0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 69,5993.9M $0.30 %0.03 %as of Jul 31, 2026 ↗
Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust 69,2883.6M $0.82 %0.03 %as of Jun 30, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 68,7003.8M $2.01 %0.03 %as of Jul 31, 2026 ↗
Real Estate Securities Fund John Hancock Funds II 68,2473.3M $0.99 %0.03 %as of May 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 67,7593.5M $0.27 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 66,7383.5M $0.27 %0.03 %as of Jun 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 66,7143.5M $0.60 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 66,2003.5M $0.11 %0.03 %as of Jun 30, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 65,4243.2M $1.22 %0.03 %as of May 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 65,1243.4M $0.27 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 64,4333.6M $0.03 %0.03 %as of Jul 31, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 63,6783.5M $4.70 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 63,4293.3M $0.27 %0.03 %as of Jun 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 62,9863.1M $0.57 %0.03 %as of May 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 62,3523.3M $0.16 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 61,3393.2M $0.19 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 61,1353.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
Small Cap Special Values Fund VALIC Co I 60,7473M $1.71 %0.03 %as of May 31, 2026 ↗
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 60,2273.3M $1.59 %0.03 %as of Jul 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 59,5843.1M $0.28 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 59,3762.9M $0.17 %0.03 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 58,9903.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 58,6062.9M $0.20 %0.03 %as of May 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 56,2283.1M $0.41 %0.03 %as of Jul 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 55,6503.1M $0.12 %0.03 %as of Jul 31, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 54,2002.6M $0.89 %0.02 %as of May 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 53,9002.8M $0.28 %0.02 %as of Jun 30, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 53,2802.8M $1.28 %0.02 %as of Jun 30, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 52,8402.8M $1.81 %0.02 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 51,9332.9M $0.41 %0.02 %as of Jul 31, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 51,2342.7M $0.62 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 48,2602.5M $0.01 %0.02 %as of Jun 30, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 47,4612.5M $1.50 %0.02 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 45,8762.6M $0.52 %0.02 %as of Jul 31, 2026 ↗
MML VIP Wellington Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 45,6352.4M $1.50 %0.02 %as of Jun 30, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 44,5142.3M $1.75 %0.02 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 44,2862.3M $0.42 %0.02 %as of Jun 30, 2026 ↗
Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS 43,0112.2M $1.34 %0.02 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 42,8912.1M $0.09 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 42,7962.2M $0.28 %0.02 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 41,5872.2M $0.34 %0.02 %as of Jun 30, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 41,5582.3M $1.34 %0.02 %as of Jul 31, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 40,1732M $0.29 %0.02 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 39,9892M $0.01 %0.02 %as of May 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 38,8622M $0.24 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 38,7022.2M $0.08 %0.02 %as of Jul 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 37,8742M $0.27 %0.02 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 36,8021.9M $0.28 %0.02 %as of Jun 30, 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