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American Healthcare REIT

413 hedge funds and large institutions have $5.39B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
5.54%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
73
Increased
138
Reduced
154
Closed
46
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$534K +$82.9K +2,257 +18%
TF
227
Trek Financial
Arizona
$531K -$24K -654 -4%
BEI
228
Benjamin Edwards Inc
Missouri
$530K +$2.28K +62 +0.4%
UCFA
229
United Capital Financial Advisors
Texas
$522K +$19K +516 +4%
CIP
230
Convergence Investment Partners
Florida
$521K +$521K +14,189 New
LCM
231
Landscape Capital Management
New Jersey
$511K +$120K +3,255 +31%
M&T Bank
232
M&T Bank
New York
$506K +$23.7K +644 +5%
CIBC World Market
233
CIBC World Market
Ontario, Canada
$504K -$5.11K -139 -1%
AWA
234
Arete Wealth Advisors
Illinois
$495K +$156K +4,255 +46%
WHG
235
Westwood Holdings Group
Texas
$490K -$39K -1,062 -7%
PFA
236
Peak Financial Advisors
Colorado
$479K -$444K -12,074 -48%
SWM
237
Selective Wealth Management
Virginia
$473K
FIA
238
Foundations Investment Advisors
Arizona
$472K +$176K +4,784 +59%
GAM
239
Gotham Asset Management
New York
$472K +$141K +3,825 +42%
CP
240
Castleview Partners
Texas
$471K -$7.9K -215 -2%
AWM
241
Accurate Wealth Management
Florida
$470K
Squarepoint
242
Squarepoint
New York
$457K +$457K +12,438 New
X
243
Xponance
Pennsylvania
$454K +$32.1K +874 +8%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$447K +$11.6K +317 +3%
AAS
245
Ameritas Advisory Services
Nebraska
$441K -$55.9K -1,522 -11%
HI
246
Harbour Investments
Wisconsin
$437K -$47.1K -1,281 -10%
SWP
247
Stratos Wealth Partners
Ohio
$436K -$154K -4,192 -26%
HCM
248
HMS Capital Management
Tennessee
$430K +$430K +11,713 New
AC
249
Anson Capital
Georgia
$423K
CL
250
Choreo LLC
Illinois
$423K -$5.59K -151 -1%