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
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 36,5911.9M $0.11 %0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 36,3832M $0.08 %0.02 %as of Jul 31, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 36,2651.8M $1.53 %0.02 %as of May 31, 2026 ↗
Real Estate Securities Trust John Hancock Variable Insurance Trust 36,1531.9M $0.54 %0.02 %as of Jun 30, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 36,1422M $3.33 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 35,6761.9M $0.10 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 35,4681.8M $0.27 %0.02 %as of Jun 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35,2012M $0.34 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 35,0101.9M $0.08 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 34,7821.8M $0.01 %0.02 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 34,7091.8M $0.50 %0.02 %as of Jun 30, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 34,2551.8M $2.03 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 33,6891.9M $0.14 %0.02 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 33,3881.7M $0.20 %0.02 %as of Jun 30, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 32,2931.7M $1.73 %0.01 %as of Jun 30, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 31,7261.7M $0.84 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 31,2571.5M $0.16 %0.01 %as of May 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 30,8701.6M $1.71 %0.01 %as of Jun 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 30,8561.6M $0.17 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 29,9081.7M $0.17 %0.01 %as of Jul 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 29,6531.4M $0.04 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 29,2781.5M $0.13 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 28,9791.6M $0.25 %0.01 %as of Jul 31, 2026 ↗
abrdn Real Estate Fund abrdn Funds 28,9311.6M $4.00 %0.01 %as of Jul 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 28,8801.5M $0.28 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 28,7371.6M $0.25 %0.01 %as of Jul 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 28,7001.5M $0.76 %0.01 %as of Jun 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 28,6491.6M $0.51 %0.01 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 28,6231.5M $0.13 %0.01 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 28,3801.5M $0.36 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 28,3001.4M $0.11 %0.01 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 28,1671.5M $0.39 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 27,9271.6M $0.30 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 26,6581.4M $0.65 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Real Estate Fund Sterling Capital Funds 26,2891.4M $2.21 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 25,6641.3M $0.10 %0.01 %as of Jun 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 25,4841.3M $0.74 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 25,4821.4M $0.30 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 25,3031.3M $0.27 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 25,0501.3M $0.31 %0.01 %as of Jun 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 25,0001.3M $1.70 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 24,9051.2M $0.43 %0.01 %as of May 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 24,7631.4M $0.48 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 24,5011.4M $0.64 %0.01 %as of Jul 31, 2026 ↗
NVIT Real Estate Fund Nationwide Variable Insurance Trust 23,4031.2M $0.55 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 22,8631.2M $1.83 %0.01 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 22,6921.2M $0.01 %0.01 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 22,5201.2M $0.05 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 22,0261.2M $0.15 %0.01 %as of Jul 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 21,9501.1M $1.19 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 21,8291.1M $0.25 %0.01 %as of May 31, 2026 ↗
ALGER MID CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 21,3861.2M $2.12 %0.01 %as of Jul 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,3651.1M $0.29 %0.01 %as of Jun 30, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 21,3001M $0.32 %0.01 %as of May 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 21,1361.2M $0.30 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 21,1261.2M $0.17 %0.01 %as of Jul 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 20,2711.1M $0.75 %0.01 %as of Jun 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 20,2001.1M $0.86 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 20,110983.2K $0.08 %0.01 %as of May 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 20,0771.1M $0.07 %0.01 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,7511.1M $0.08 %0.01 %as of Jul 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 19,6391M $0.81 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 19,5001M $0.01 %0.01 %as of Jun 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 19,3161M $0.05 %0.01 %as of Jun 30, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 18,9761.1M $0.12 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 18,9361.1M $0.09 %0.01 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 18,2991M $0.11 %0.01 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 17,286901.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
PGIM Real Estate Income Fund Prudential Investment Portfolios 9 17,200956.3K $1.57 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 17,169895.4K $0.84 %0.01 %as of Jun 30, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 17,000886.6K $0.85 %0.01 %as of Jun 30, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 16,958829.1K $1.27 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,923882.5K $0.18 %0.01 %as of Jun 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 16,332908.1K $0.20 %0.01 %as of Jul 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 15,911829.8K $0.10 %0.01 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,551811K $0.05 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 15,411803.7K $0.25 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 15,125788.8K $0.07 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 14,890827.9K $0.29 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,890728K $0.01 %0.01 %as of May 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 14,620714.8K $0.01 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 14,380749.9K $0.12 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 14,212741.2K $0.27 %0.01 %as of Jun 30, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 14,079734.2K $0.67 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 14,038732.1K $0.08 %0.01 %as of Jun 30, 2026 ↗
Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust 13,593708.9K $0.66 %0.01 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 12,700620.9K $0.25 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 12,656703.7K $0.01 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 12,467650.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 12,320642.5K $0.49 %0.01 %as of Jun 30, 2026 ↗
ALGER HEALTH SCIENCES FUND ALGER FUNDS 12,303684K $0.91 %0.01 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 12,055628.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 12,009667.7K $0.09 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 10,798527.9K $0.08 %0.00 %as of May 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,570587.7K $0.10 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 10,433544.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 10,240500.6K $0.38 %0.00 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 9,879483K $0.09 %0.00 %as of May 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 9,863514.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds 9,780510K $1.99 %0.00 %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