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American Healthcare REIT

440 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 145 increasing their positions, 152 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 152

2.78% less ownership

Funds ownership: 92.27%89.49% (-2.8%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
440
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$630K
Puts
$4K
Net Calls
Net Calls Change

Top Sellers

1 -$53M
2 -$36M
3 -$34.2M
4
Invesco
Invesco
Georgia
-$19.6M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
Landscape Capital Management
New Jersey
$609K
SPC
227
Sigma Planning Corp
Michigan
$602K
UCFA
228
United Capital Financial Advisors
Texas
$600K
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$574K
TF
230
Trek Financial
Arizona
$574K
AWM
231
Accel Wealth Management
Iowa
$563K
A
232
AlphaQuest
New York
$563K
AIP
233
Ameritas Investment Partners
Nebraska
$559K
BPA
234
Beacon Pointe Advisors
California
$559K
PFA
235
Peak Financial Advisors
Colorado
$546K
AWA
236
Arete Wealth Advisors
Illinois
$541K
SWP
237
Stratos Wealth Partners
Ohio
$541K
SWM
238
Selective Wealth Management
Virginia
$539K
GAM
239
Gotham Asset Management
New York
$532K
CAM
240
Concorde Asset Management
Michigan
$531K
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$529K
X
242
Xponance
Pennsylvania
$526K
AWM
243
Accurate Wealth Management
Florida
$515K
KWM
244
Kingsview Wealth Management
Oregon
$510K
CFGA
245
Cambridge Financial Group (Arizona)
Arizona
$504K
HI
246
Harbour Investments
Wisconsin
$500K
AAS
247
Ameritas Advisory Services
Nebraska
$493K
NF
248
Nvest Financial
New Hampshire
$488K
QT
249
Quantbot Technologies
New York
$486K
Envestnet Portfolio Solutions
250
Envestnet Portfolio Solutions
Illinois
$476K