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
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,55473.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 1,50070.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 1,46469K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,44173.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 1,42172.2K $0.17 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,39565.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,35570.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 1,16254.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,08951.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 1,06055.4K $0.17 %0.00 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Real Estate Income ETF Virtus ETF Trust II 1,04252.9K $1.38 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,02852.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 1,01848K $0.31 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,00047.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 98246.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 94247.8K $0.34 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 89242.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 87641.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 85040.1K $0.22 %0.00 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 84242.8K $0.14 %0.00 %as of Apr 30, 2026 ↗
American Century Small Cap Growth Insights ETF American Century ETF Trust 77640.5K $0.45 %0.00 %as of Feb 28, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 76138.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 74235K $0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 72536.8K $0.26 %0.00 %as of Apr 30, 2026 ↗
Real Estate Fund Rydex Variable Trust 71433.7K $0.98 %0.00 %as of Mar 31, 2026 ↗
Truth Social American Red State REITs ETF Truth Social Funds 71033.5K $1.32 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 59828.2K $0.18 %0.00 %as of Mar 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 59428K $0.04 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 49823.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 45221.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 43420.5K $0.21 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 40319K $0.15 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Series Funds 39118.4K $0.96 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 36817.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
MID-CAP PROFUND ProFunds 34017.3K $0.19 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 33315.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 32616.6K $0.21 %0.00 %as of Apr 30, 2026 ↗
MID-CAP GROWTH PROFUND ProFunds 30315.4K $0.32 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 30115.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 25111.8K $0.39 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 25012.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 24111.4K $0.19 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 19310.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 1888.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 1749.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1677.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 1597.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 1487K $0.21 %0.00 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 1306.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1095.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 944.8K $0.19 %0.00 %as of Apr 30, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 592.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 532.8K $0.25 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 462.2K $0.08 %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