American Healthcare REIT, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Baron Real Estate Income Fund BARON SELECT FUNDS | — | $6.42M | 2.43% | 136,175 NS | $264.45M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $6.32M | 0.21% | 134,097 NS | $3.03B | FIGI |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | SCDV | $6.30M | 4.66% | 133,560 NS | $135.10M | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $6.17M | 0.56% | 130,781 NS | $1.09B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $6.11M | 0.54% | 129,501 NS | $1.13B | FIGI |
| Diversified Real Assets Fund John Hancock Investment Trust | — | $6.04M | 0.71% | 128,171 NS | $847.72M | FIGI |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | — | $6.04M | 0.12% | 128,131 NS | $4.98B | FIGI |
| Real Estate Portfolio PACIFIC SELECT FUND | — | $5.97M | 1.87% | 126,532 NS | $319.94M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $5.49M | 0.28% | 116,500 NS | $1.95B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $5.40M | 0.96% | 114,456 NS | $562.61M | FIGI |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $5.39M | 2.21% | 114,244 NS | $244.19M | FIGI |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | — | $5.25M | 2.12% | 111,302 NS | $247.60M | FIGI |
| Mid Cap Index Fund Northern Funds | — | $5.25M | 0.26% | 111,297 NS | $2.05B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $5.00M | 0.21% | 106,100 NS | $2.41B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $5.00M | 0.12% | 106,006 NS | $4.10B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $4.99M | 0.21% | 105,756 NS | $2.38B | FIGI |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | — | $4.96M | 2.52% | 105,266 NS | $197.13M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $4.94M | 0.01% | 104,808 NS | $58.89B | FIGI |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | — | $4.88M | 0.65% | 103,513 NS | $747.72M | FIGI |
| Virtus Duff & Phelps Real Estate Securities F… Virtus Opportunities Trust | — | $4.76M | 1.39% | 100,900 NS | $341.41M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $4.53M | 0.28% | 96,084 NS | $1.59B | FIGI |
| Transamerica BlackRock Real Estate Securities… TRANSAMERICA SERIES TRUST | — | $4.49M | 2.28% | 95,257 NS | $196.88M | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $4.34M | 0.02% | 91,981 NS | $25.97B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $4.20M | 0.01% | 89,127 NS | $30.28B | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $4.14M | 0.11% | 87,714 NS | $3.72B | FIGI |
| Real Estate Securities Account Principal Variable Contract Funds, Inc | — | $3.98M | 1.52% | 84,488 NS | $261.64M | FIGI |
| Federated Hermes MDT Small Cap Value Fund f/k… Federated Hermes Equity Funds | — | $3.96M | 2.64% | 84,059 NS | $150.25M | FIGI |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | IPO | $3.92M | 3.28% | 83,068 NS | $119.39M | FIGI |
| Small Cap Index Fund Northern Funds | — | $3.90M | 0.28% | 82,662 NS | $1.38B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $3.89M | 0.26% | 82,500 NS | $1.50B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $3.87M | 0.08% | 82,158 NS | $4.89B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $3.86M | 0.26% | 81,855 NS | $1.50B | FIGI |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $3.59M | 0.52% | 76,050 NS | $686.48M | FIGI |
| Nomura Real Estate Securities Fund IVY FUNDS | — | $3.40M | 4.06% | 72,010 NS | $83.64M | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $3.35M | 0.12% | 70,937 NS | $2.87B | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $3.15M | 0.26% | 66,879 NS | $1.22B | FIGI |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $3.10M | 0.29% | 65,680 NS | $1.06B | FIGI |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $3.07M | 0.41% | 65,140 NS | $744.07M | FIGI |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | — | $3.04M | 0.60% | 64,566 NS | $503.31M | FIGI |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | — | $3.04M | 0.31% | 64,360 NS | $973.50M | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $2.97M | 0.25% | 63,018 NS | $1.17B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $2.91M | 0.11% | 61,700 NS | $2.63B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $2.91M | 0.26% | 61,619 NS | $1.11B | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $2.84M | 0.25% | 60,209 NS | $1.13B | FIGI |
| Global Real Estate Index Fund Northern Funds | — | $2.79M | 0.41% | 59,223 NS | $686.11M | FIGI |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | — | $2.79M | 0.19% | 59,083 NS | $1.43B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $2.76M | 0.15% | 58,626 NS | $1.90B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $2.73M | 0.01% | 57,886 NS | $24.08B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $2.66M | 0.28% | 56,456 NS | $956.61M | FIGI |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.66M | 0.75% | 56,401 NS | $356.35M | FIGI |