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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 %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$321K +$29.9K +987 +10%
GSWM
252
Golden State Wealth Management
California
$313K -$63.3K -2,090 -17%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$309K -$11.8K -390 -4%
FA
254
Fiduciary Alliance
South Carolina
$308K
FEM
255
Fulcrum Equity Management
Texas
$300K
OWA
256
Octavia Wealth Advisors
Ohio
$294K
BP
257
Ballentine Partners
Massachusetts
$293K +$293K +9,654 New
Vontobel Holding
258
Vontobel Holding
Switzerland
$290K -$118K -3,892 -29%
BPA
259
Beacon Pointe Advisors
California
$288K +$1K +33 +0.3%
LAM
260
Lifestyle Asset Management
Texas
$287K -$54.7K -1,804 -16%
BCM
261
Becker Capital Management
Oregon
$287K
TC
262
TownSquare Capital
Utah
$282K -$5.15K -170 -2%
PFA
263
Pure Financial Advisors
California
$280K +$20.9K +690 +8%
GVAG
264
Great Valley Advisor Group
Delaware
$280K -$16.7K -552 -6%
AWA
265
Arete Wealth Advisors
Illinois
$279K -$1.46M -48,195 -84%
PI
266
PFG Investments
New York
$279K -$1.18M -39,036 -81%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$279K -$12.5K -459 -4%
AG
268
AmeriFlex Group
Nevada
$278K
OFS
269
OneAscent Financial Services
Alabama
$276K -$119K -3,926 -30%
HFO
270
Heritage Family Offices
Arizona
$275K -$145K -4,801 -35%
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$274K -$2.72M -89,835 -91%
GAM
272
Gotham Asset Management
New York
$273K +$273K +9,026 New
GIA
273
Gladstone Institutional Advisory
Florida
$272K -$314K -10,359 -54%
BCM
274
Brookstone Capital Management
Illinois
$255K +$255K +8,425 New
SRSA
275
S.R. Schill & Associates
Washington
$253K