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American Healthcare REIT

414 hedge funds and large institutions have $5.41B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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% more ownership

Funds ownership: 87.29%92.29% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$539K
CW
227
CreativeOne Wealth
Kansas
$534K
TF
228
Trek Financial
Arizona
$531K
BEI
229
Benjamin Edwards Inc
Missouri
$530K
UCFA
230
United Capital Financial Advisors
Texas
$522K
CIP
231
Convergence Investment Partners
Florida
$521K
LCM
232
Landscape Capital Management
New Jersey
$511K
M&T Bank
233
M&T Bank
New York
$506K
CIBC World Market
234
CIBC World Market
Ontario, Canada
$504K
AWA
235
Arete Wealth Advisors
Illinois
$495K
PFA
236
Peak Financial Advisors
Colorado
$479K
SWM
237
Selective Wealth Management
Virginia
$473K
FIA
238
Foundations Investment Advisors
Arizona
$472K
GAM
239
Gotham Asset Management
New York
$472K
CP
240
Castleview Partners
Texas
$471K
AWM
241
Accurate Wealth Management
Florida
$470K
Squarepoint
242
Squarepoint
New York
$457K
X
243
Xponance
Pennsylvania
$454K
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$447K
AAS
245
Ameritas Advisory Services
Nebraska
$441K
HI
246
Harbour Investments
Wisconsin
$437K
SWP
247
Stratos Wealth Partners
Ohio
$436K
HCM
248
HMS Capital Management
Tennessee
$430K
AC
249
Anson Capital
Georgia
$423K
CL
250
Choreo LLC
Illinois
$423K