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
Victory Small Cap Stock Fund Victory Portfolios III 47,6982.4M $0.27 %0.02 %as of Apr 30, 2026 ↗
AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC 47,2402.5M $0.35 %0.02 %as of Feb 28, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 46,6772.2M $1.47 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 46,5712.2M $0.29 %0.02 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust 46,2002.2M $0.54 %0.02 %as of Mar 31, 2026 ↗
MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND 46,0872.2M $1.63 %0.02 %as of Mar 31, 2026 ↗
CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II 46,0302.2M $1.54 %0.02 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 44,5142.1M $1.59 %0.02 %as of Mar 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 43,6182.2M $0.43 %0.02 %as of Apr 30, 2026 ↗
Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust 42,4002M $1.90 %0.02 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 41,9372M $0.01 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,9721.9M $0.26 %0.02 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 39,2362M $0.13 %0.02 %as of Apr 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 39,2331.9M $0.29 %0.02 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 38,4922M $0.15 %0.02 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 38,4681.8M $0.24 %0.02 %as of Mar 31, 2026 ↗
NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 38,1341.9M $0.86 %0.02 %as of Apr 30, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 37,7972M $1.68 %0.02 %as of Feb 28, 2026 ↗
Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS 36,8061.7M $1.24 %0.02 %as of Mar 31, 2026 ↗
Brookfield Global Listed Real Estate Fund Brookfield Investment Funds 36,7211.7M $1.49 %0.02 %as of Mar 31, 2026 ↗
Venerable Real Estate Fund Venerable Variable Insurance Trust 36,1501.7M $2.04 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 35,8381.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 35,3001.8M $0.08 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 35,2751.7M $0.28 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 35,0001.7M $0.54 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 34,5281.6M $0.18 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 34,3041.6M $0.01 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 33,5391.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 32,8421.5M $1.65 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 32,6831.5M $0.25 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 32,2841.5M $0.28 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,1111.6M $0.28 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 31,7331.5M $0.03 %0.01 %as of Mar 31, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 31,7261.5M $0.83 %0.01 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 31,3251.6M $4.72 %0.01 %as of Apr 30, 2026 ↗
abrdn Real Estate Fund abrdn Funds 30,8611.6M $4.04 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 30,8421.6M $0.18 %0.01 %as of Feb 28, 2026 ↗
Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust 30,7161.6M $3.00 %0.01 %as of Apr 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 29,6531.5M $0.05 %0.01 %as of Feb 28, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 29,4991.5M $0.93 %0.01 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 29,4091.5M $0.40 %0.01 %as of Feb 28, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 29,2151.5M $0.39 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 28,7771.5M $0.06 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 28,7701.5M $0.24 %0.01 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 27,9771.3M $0.26 %0.01 %as of Mar 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 27,7721.3M $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 27,5451.4M $0.11 %0.01 %as of Apr 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 26,8551.4M $0.26 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 26,6001.4M $0.11 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 26,1921.2M $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 25,9701.3M $0.43 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 25,7451.3M $0.22 %0.01 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 25,2621.3M $0.37 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 25,0561.2M $0.26 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 25,0551.2M $0.28 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 24,9921.3M $0.45 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 24,9561.3M $0.26 %0.01 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 24,3921.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 23,9021.2M $0.37 %0.01 %as of Feb 28, 2026 ↗
VY(R) CBRE Global Real Estate Portfolio Voya Investors Trust 23,8081.1M $1.06 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 23,7371.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 23,7101.1M $1.28 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,3561.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 22,8971.1M $0.55 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 22,7251.1M $0.64 %0.01 %as of Mar 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 22,5261.1M $0.69 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 22,3441.1M $0.57 %0.01 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 22,0411M $0.54 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 21,8041M $0.29 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 21,7451M $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 21,6391M $0.29 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 21,4251M $0.29 %0.01 %as of Mar 31, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,3651M $0.28 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 21,3381.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 21,200999.8K $0.95 %0.01 %as of Mar 31, 2026 ↗
DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST 20,995990.1K $0.54 %0.01 %as of Mar 31, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 20,9821.1M $0.13 %0.01 %as of Apr 30, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 20,219953.5K $1.08 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 20,2161M $0.26 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 20,1161M $0.55 %0.01 %as of Apr 30, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 19,500919.6K $1.23 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 19,500919.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 19,486919K $0.69 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 19,285979.3K $0.28 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 18,981895.1K $0.26 %0.01 %as of Mar 31, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 18,921988.4K $1.36 %0.01 %as of Feb 28, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 18,800886.6K $0.52 %0.01 %as of Mar 31, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 18,734883.5K $0.75 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 18,396867.6K $0.26 %0.01 %as of Mar 31, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 18,157856.3K $0.27 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 17,393820.3K $0.19 %0.01 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 17,161809.3K $0.16 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 17,000801.7K $0.76 %0.01 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 14,938704.5K $0.25 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 14,763696.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 14,725694.4K $0.08 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 14,635690.2K $0.27 %0.01 %as of Mar 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 14,599741.3K $0.16 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 14,237723K $0.28 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 13,923656.6K $0.02 %0.01 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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