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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Real Estate Fund Rydex Variable Trust | 760 | 39.6K $ | 1.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 742 | 38.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Truth Social American Red State REITs ETF Yorkville America Investment Trust | 711 | 37.1K $ | 1.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 700 | 36.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 695 | 38.6K $ | 0.29 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 588 | 30.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | 584 | 30.5K $ | 0.90 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 541 | 28.2K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Real Estate Fund Rydex Series Funds | 518 | 27K $ | 1.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 469 | 24.5K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Corgi Longevity Consumer ETF Corgi ETF Trust I | 462 | 24.1K $ | 1.52 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 434 | 22.6K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 407 | 22.6K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Climate Global Climate Resilient REIT Index ETF Exchange Listed Funds Trust | 404 | 19.8K $ | 1.51 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 361 | 18.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NYLIM CBRE Real Assets ETF NYLIM Active ETF Trust | 336 | 18.7K $ | 0.27 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 327 | 18.2K $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 301 | 16.7K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 208 | 10.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 193 | 9.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Voya Balanced Income Portfolio Voya Investors Trust | 182 | 9.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 174 | 9.7K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 167 | 8.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 167 | 8.2K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 161 | 8.4K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 159 | 8.3K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 109 | 5.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 107 | 5.9K $ | 0.22 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 101 | 5.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 53 | 2.6K $ | 0.22 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 429 | -24 | 85,664,483 | -2.4 % |
| 2026Q2 | 453 | +56 | 87,798,975 | +19.3 % |
| 2026Q1 | 397 | +24 | 73,565,669 | +8.6 % |
| 2025Q4 | 373 | +31 | 67,713,679 | +3.2 % |
| 2025Q3 | 342 | +59 | 65,588,233 | +16.5 % |
| 2025Q2 | 283 | +52 | 56,311,252 | +10.3 % |
| 2025Q1 | 231 | +23 | 51,052,862 | +37.5 % |
| 2024Q4 | 208 | +94 | 37,121,046 | +96.9 % |
| 2024Q3 | 114 | +44 | 18,853,832 | +42.1 % |
| 2024Q2 | 70 | 13,266,696 |
Institutional managers
510 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 28,741,094 | 1.4B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 9,545,044 | 452.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 8,283,787 | 390.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 7,423,206 | 350.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,778,768 | 319.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 6,190,551 | 304.9M $ | as of Mar 31, 2026 |
| FMR LLC | 5,064,371 | 238.8M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 3,518,357 | 165.9M $ | as of Mar 31, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | 3,425,295 | 160.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 3,306,517 | 155.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,236,592 | 152.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,982,265 | 140.6M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,798,790 | 131.7M $ | as of Mar 31, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2,781,453 | 131.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,682,894 | 126.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,272,217 | 107.2M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 2,251,400 | 106.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,046,020 | 96.5M $ | as of Mar 31, 2026 |
| TD Asset Management Inc | 2,002,053 | 94.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,749,743 | 82.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,602,300 | 75.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,580,920 | 74.6M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 1,563,364 | 73.7M $ | as of Mar 31, 2026 |
| Capital World Investors | 1,435,135 | 67.7M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,386,305 | 65.4K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 11.50 % | 22,190,732 | as of Jun 30, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 4.30 % | 9,046,025 | as 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