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American Healthcare REIT

392 hedge funds and large institutions have $4.17B invested in American Healthcare REIT in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
61
Increased
120
Reduced
156
Closed
47
Calls
$1.66M
Puts
$1.16M
Net Calls
+$504K
Net Calls Change
-$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
YIH
226
Y-Intercept (HK)
Hong Kong
$401K +$401K +13,241 New
PIA
227
Panoramic Investment Advisors
Colorado
$400K -$43.1K -1,423 -10%
HI
228
Harbour Investments
Wisconsin
$399K -$189K -6,241 -32%
M&T Bank
229
M&T Bank
New York
$398K +$44.9K +1,481 +13%
GSEP
230
Golden State Equity Partners
California
$396K -$32.2K -1,063 -8%
AAS
231
Ameritas Advisory Services
Nebraska
$396K +$27.3K +931 +7%
CP
232
Castleview Partners
Texas
$395K -$212 -7 -0.1%
SWM
233
Selective Wealth Management
Virginia
$384K
SAG
234
SageView Advisory Group
California
$380K -$61.9K -2,043 -14%
AWM
235
Accurate Wealth Management
Florida
$380K -$732 -25 -0.2%
CW
236
CreativeOne Wealth
Kansas
$372K -$48K -1,583 -11%
KWM
237
Kingsview Wealth Management
Oregon
$364K +$364K +12,002 New
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$359K +$364 +12 +0.1%
HFM
239
Harvest Fund Management
China
$358K -$88.5K -2,926 -20%
SWM
240
Spire Wealth Management
Virginia
$356K -$90.6K -2,989 -20%
CL
241
Choreo LLC
Illinois
$354K +$354K +11,578 New
AC
242
Anson Capital
Georgia
$349K -$27.7K -915 -7%
AWM
243
Accel Wealth Management
Iowa
$348K +$36K +1,188 +12%
X
244
Xponance
Pennsylvania
$348K +$14.2K +470 +4%
GFA
245
Gallagher Fiduciary Advisors
Illinois
$347K
IAG
246
Investmark Advisory Group
Connecticut
$343K -$30.8K -1,015 -8%
FCA
247
FLC Capital Advisors
California
$339K -$90K -2,970 -21%
HWM
248
HRC Wealth Management
Idaho
$338K
MA
249
Mutual Advisors
Nebraska
$330K +$19.9K +640 +6%
LCM
250
Landscape Capital Management
New Jersey
$323K -$124K -4,079 -28%