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American Healthcare REIT

443 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 145 increasing their positions, 154 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:

6% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 154

2.75% less ownership

Funds ownership: 92.27%89.52% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
443
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
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$476K
HCM
252
HMS Capital Management
Tennessee
$475K
HWM
253
HRC Wealth Management
Idaho
$461K
BP
254
Ballentine Partners
Massachusetts
$453K
BFA
255
Beacon Financial Advisory
Ohio
$453K
WEG
256
World Equity Group
Illinois
$428K
RA
257
RFG Advisory
Alabama
$417K
GSWM
258
Golden State Wealth Management
California
$412K
FIA
259
Foundations Investment Advisors
Arizona
$409K
CAG
260
Csenge Advisory Group
Florida
$407K
AWM
261
Apollon Wealth Management
South Carolina
$406K
CP
262
Castleview Partners
Texas
$404K
LAM
263
Lifestyle Asset Management
Texas
$398K
SAG
264
SageView Advisory Group
California
$393K
EI
265
Ethic Inc
New York
$387K
OWA
266
Octavia Wealth Advisors
Ohio
$386K
IC
267
Inscription Capital
Texas
$385K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$383K
GVAG
269
Great Valley Advisor Group
Delaware
$373K
SIA
270
Soltis Investment Advisors
Utah
$372K
PFA
271
Pure Financial Advisors
California
$371K
OBWG
272
Onyx Bridge Wealth Group
New York
$365K
PIA
273
Panoramic Investment Advisors
Colorado
$365K
RIM
274
Rakuten Investment Management
Japan
$361K
WIM
275
Warwick Investment Management
Texas
$354K