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American Healthcare REIT

413 hedge funds and large institutions have $5.39B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
5.54%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
73
Increased
138
Reduced
154
Closed
46
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
276
Park Avenue Securities
New York
$318K +$318K +8,642 New
IAG
277
Investmark Advisory Group
Connecticut
$308K -$107K -2,920 -26%
PI
278
PFG Investments
New York
$308K -$30.2K -823 -9%
SRSA
279
S.R. Schill & Associates
Washington
$306K
ZIM
280
Zacks Investment Management
Illinois
$289K -$455K -12,394 -61%
SG Americas Securities
281
SG Americas Securities
New York
$288K +$145K +3,950 +102%
AWM
282
Atticus Wealth Management
Florida
$287K
KA
283
Kovack Advisors
Florida
$282K +$282K +7,687 New
VPIM
284
Vanguard Personalized Indexing Management
California
$282K +$282K +7,673 New
PCA
285
Prosperity Capital Advisors
Ohio
$280K +$280K +7,623 New
NB
286
Norinchukin Bank
Japan
$279K +$19.4K +528 +7%
HFO
287
Heritage Family Offices
Arizona
$276K
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$276K +$276K +7,500 New
CWM
289
Cornerstone Wealth Management
Missouri
$273K
LSA
290
Lion Street Advisors
Texas
$271K +$15.8K +430 +6%
OBWG
291
Onyx Bridge Wealth Group
New York
$270K
TCM
292
Tran Capital Management
California
$270K
IAIM
293
International Assets Investment Management
Florida
$269K +$269K +7,317 New
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$265K -$239K -6,510 -47%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$261K +$261K +7,095 New
AIFS
296
A&I Financial Services
Colorado
$252K -$5.07K -138 -2%
SMC
297
Smith, Moore & Co
Missouri
$247K
MAM
298
Meeder Asset Management
Ohio
$244K +$126K +3,434 +107%
AssetMark Inc
299
AssetMark Inc
California
$242K -$14.5K -395 -6%
NAS
300
Nicolet Advisory Services
Wisconsin
$239K -$43.2K -1,110 -15%