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
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 9,549530.9K $0.07 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,348487.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 9,220480.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 8,626421.7K $0.05 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 8,509473.1K $0.17 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 8,416411.5K $0.22 %0.00 %as of May 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 8,200427.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 8,043419.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 7,976389.9K $0.15 %0.00 %as of May 31, 2026 ↗
State Street Real Estate Securities V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 7,800406.8K $1.97 %0.00 %as of Jun 30, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 7,446414K $0.77 %0.00 %as of Jul 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 6,799378K $0.38 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6,659325.6K $0.09 %0.00 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 6,644346.5K $0.15 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 6,582321.8K $0.13 %0.00 %as of May 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,377332.6K $0.14 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 6,345330.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 6,324309.2K $0.01 %0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,320351.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 6,305328.8K $0.30 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 6,261326.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 6,257347.9K $3.47 %0.00 %as of Jul 31, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 6,204323.5K $0.29 %0.00 %as of Jun 30, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 6,167321.6K $1.19 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 6,132299.8K $0.19 %0.00 %as of May 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 5,968291.8K $0.01 %0.00 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 5,924329.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 5,885287.7K $0.25 %0.00 %as of May 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 5,812303.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 5,792302.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 5,698297.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 5,421265K $0.16 %0.00 %as of May 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,400264K $0.11 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 5,135267.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 4,840252.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 4,410230K $0.49 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,362227.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,355227.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 4,282238.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 4,273222.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
ETFB Green SRI REITs ETF ETF Series Solutions 4,235235.5K $2.70 %0.00 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,205219.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 3,881202.4K $0.48 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,777197K $0.01 %0.00 %as of Jun 30, 2026 ↗
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust 3,700193K $0.35 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 3,633177.6K $1.27 %0.00 %as of May 31, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 3,600187.7K $0.26 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 3,542184.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,504182.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 3,500182.5K $0.25 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,500182.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,355175K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,892141.4K $0.02 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,888150.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 2,831157.4K $0.23 %0.00 %as of Jul 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,786136.2K $0.23 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,648138.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,627137K $0.01 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 2,508139.4K $0.05 %0.00 %as of Jul 31, 2026 ↗
PIMCO Dividend and Income Fund PIMCO Equity Series 2,498130.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,367123.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 2,336114.2K $0.46 %0.00 %as of May 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,298119.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,290119.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 2,286111.8K $0.04 %0.00 %as of May 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,267110.8K $0.10 %0.00 %as of May 31, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 2,003104.5K $0.39 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 1,93894.7K $0.13 %0.00 %as of May 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,87897.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,70889.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,66887K $0.00 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,65286.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,62684.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 1,61689.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,50078.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,45080.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,42074.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,35875.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,35670.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,34270K $0.02 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 1,33065K $0.38 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,25861.5K $0.00 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,22864K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,18962K $0.01 %0.00 %as of Jun 30, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 1,11558.1K $0.33 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,08660.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II 1,04257.9K $1.46 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 99852K $0.78 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 98251.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 98051.1K $0.20 %0.00 %as of Jun 30, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 95649.9K $0.19 %0.00 %as of Jun 30, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 95152.9K $0.15 %0.00 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 94252.4K $0.37 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 94149.1K $0.32 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 89246.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 85647.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 85641.8K $0.13 %0.00 %as of May 31, 2026 ↗
Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust 77040.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 76837.5K $0.01 %0.00 %as of May 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 76142.3K $0.04 %0.00 %as of Jul 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
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