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
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 13,903655.7K $0.21 %0.01 %as of Mar 31, 2026 ↗
Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust 13,863653.8K $0.64 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,637712.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 13,506705.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 13,490636.2K $0.28 %0.01 %as of Mar 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 13,250624.9K $0.52 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 13,077616.7K $0.26 %0.01 %as of Mar 31, 2026 ↗
ALGER MID CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 13,001660.2K $1.21 %0.01 %as of Apr 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 12,964677.2K $0.50 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 12,940676K $0.08 %0.01 %as of Feb 28, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 12,651596.6K $0.73 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 12,467587.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
ALGER HEALTH SCIENCES FUND ALGER FUNDS 12,303624.7K $1.03 %0.01 %as of Apr 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,995609.1K $0.13 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 11,835558.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 11,717595K $0.01 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 11,625590.3K $0.21 %0.01 %as of Apr 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 10,691504.2K $0.34 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 10,531496.6K $0.26 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 10,475547.2K $0.19 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 10,444545.6K $0.16 %0.00 %as of Feb 28, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 10,360541.2K $0.40 %0.00 %as of Feb 28, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 9,879516.1K $0.10 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 9,756460.1K $0.36 %0.00 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 9,598487.4K $0.40 %0.00 %as of Apr 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 9,544450.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 9,376476.1K $0.06 %0.00 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 8,584404.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 8,538433.6K $0.69 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 8,285390.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 8,226417.7K $0.41 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 7,823408.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,666361.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,592358K $0.18 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 7,576384.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 7,495391.5K $0.15 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 7,432350.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,400386.6K $0.15 %0.00 %as of Feb 28, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 7,369347.5K $0.35 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 7,349346.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 7,333383.1K $0.25 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 7,189375.6K $0.44 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 7,144362.8K $0.14 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 6,294328.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 6,142289.7K $0.48 %0.00 %as of Mar 31, 2026 ↗
State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 6,090287.2K $1.51 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 5,899308.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 5,885307.4K $0.27 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,810274K $0.11 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 5,692268.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 5,496287.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 5,149242.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,979234.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,934250.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 4,800226.4K $0.29 %0.00 %as of Mar 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 4,790225.9K $0.52 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 4,690221.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 4,459210.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,414208.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,355205.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 4,274201.6K $0.42 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,248200.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Principal Real Estate Active Opportunities ETF Principal Exchange-Traded Funds 4,226199.3K $0.85 %0.00 %as of Mar 31, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 4,035204.9K $2.31 %0.00 %as of Apr 30, 2026 ↗
PIMCO Dividend and Income Fund PIMCO Equity Series 4,034190.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 3,969201.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3,927199.4K $1.97 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,777178.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 3,761191K $0.02 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,670173.1K $0.18 %0.00 %as of Mar 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 3,627171K $0.44 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,396177.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 3,346157.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 3,127158.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,058144.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,952154.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,938149.2K $0.18 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,934138.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,928138.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,640124.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 2,580131K $0.02 %0.00 %as of Apr 30, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 2,485129.8K $0.51 %0.00 %as of Feb 28, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 2,442127.6K $1.45 %0.00 %as of Feb 28, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,413113.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,394125.1K $0.22 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,298108.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,267118.4K $0.11 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,10799.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,04796.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 2,041106.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 2,025105.8K $0.13 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2,016102.4K $0.18 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 1,94891.9K $0.38 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 1,94398.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,927100.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global Real Estate Securities Fund RUSSELL INVESTMENT CO 1,91997.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,69379.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,69079.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,67078.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,60075.5K $0.00 %0.00 %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