Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN HEALTHCARE REIT INC (AHR)

509 + Investors. Track Smart Money conviction in AHR. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +85
Streak
8Q ▲
Buyers last Q
61%

Smart Money Signals — AHR

Based on 505 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added AHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
505 hedge funds hold AHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

297 buying190 selling
Last quarter: 297 funds were net buyers (120 opened a brand new position + 177 added to an existing one). Only 190 were sellers (155 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+47 vs last Q)

new funds entering per quarter
Funds opening a new AHR position: 66 → 70 → 73 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

2% conviction (2yr+) 62% medium 36% new
Only 12 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

71 → 66 → 70 → 73 → 120 new funds/Q
New funds entering each quarter: 66 → 70 → 73 → 120. A growing number of institutions are discovering AHR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 47% new entrants

3% veterans 51% 1-2yr 47% new
Of 509 current holders: 13 (3%) held 2+ years, 259 held 1–2 years, 237 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
41 of 505 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AHR

How many hedge funds hold AHR — quarterly history vs. share price
Quarterly hedge fund ownership of AHR vs. share price

Market Analysis: AHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AHR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 2 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: AHR
2026 Q1 Stats Unlock in 22 days 509 + Investors

Track Smart Money conviction in AHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 509 421 20.9%
13F Shares 177M 149M 18.77%
Total Value $8.29B $6.23B 33.17%
New Positions 120 73 +47
Increased Positions 178 140 +38
Closed Positions 35 46 -11
Reduced Positions 157 148 +9
Total Calls 4 1 300.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AHR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

509 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AHR. Verified SEC 13F-HR filings.

Top 25 institutional holders of AHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sanchez Gaunt Capital Management, LLC 1.02% 34,559 $1.6M
2 Glass Jacobson Investment Advisors llc 0.65% 39,961 $1.9M
3 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.53% 1,083,175 $51.1M
4 Fulcrum Equity Management 0.45% 9,905 $467K
5 Legacy Wealth Asset Management, LLC 0.33% 28,362 $1.3M
6 Nvest Financial, LLC 0.31% 17,427 $822K
7 PEAK FINANCIAL ADVISORS LLC 0.26% 12,399 $585K
8 VVR Holdings LLC 0.26% 10,492 $495K
9 First American Bank 0.24% 82,672 $3.9M
10 OVERSEA-CHINESE BANKING Corp Ltd 0.23% 178,981 $8.4M
11 HMS Capital Management, LLC 0.22% 11,920 $562K
12 Cambridge Financial Group, LLC 0.19% 11,993 $566K
13 Accel Wealth Management 0.19% 15,451 $729K
14 Trivium Point Advisory, LLC 0.18% 21,024 $991K
15 A&I FINANCIAL SERVICES, LLC 0.17% 7,422 $350K
16 Lifestyle Asset Management, Inc. 0.15% 9,482 $447K
17 Medallion Wealth Advisors, LLC 0.14% 10,089 $309K
18 Saxony Capital Management, LLC 0.14% 5,124 $242K
19 Heritage Family Offices, LLP 0.14% 6,598 $311K
20 SUMMIT WEALTH GROUP LLC / CO 0.13% 26,424 $1.2M
21 SILVER OAK SECURITIES, INCORPORATED 0.13% 37,366 $1.8M
22 Dynamic Advisor Solutions LLC 0.12% 81,280 $3.8M
23 Focused Wealth Management, Inc 0.11% 22,496 $1.1M
24 BDFS Capital LLC 0.11% 4,827 $228K
25 Nova Wealth Management, Inc. 0.10% 3,122 $147K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMERICAN HEALTHCARE REIT INC (AHR)

What does the Smart Money Trend signal show for AHR?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added AHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AHR?

More buyers than sellers — 61% buying: Last quarter: 297 funds were net buyers (120 opened a brand new position + 177 added to an existing one). Only 190 were sellers (155 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AHR holders?

Elite ownership — 57% AUM from top-100 funds: 41 of 505 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AHR?

Mostly new holders — 36% entered in last year: Only 12 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.