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American Healthcare REIT

440 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 145 increasing their positions, 152 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:

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 152

2.78% less ownership

Funds ownership: 92.27%89.49% (-2.8%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
440
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
VPIM
276
Vanguard Personalized Indexing Management
California
$354K
HFO
277
Heritage Family Offices
Arizona
$353K
SRSA
278
S.R. Schill & Associates
Washington
$350K
MM
279
MQS Management
New York
$347K
PAS
280
Park Avenue Securities
New York
$343K
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$339K
MA
282
Mutual Advisors
Nebraska
$338K
IAG
283
Investmark Advisory Group
Connecticut
$336K
NB
284
Norinchukin Bank
Japan
$335K
AWM
285
Atticus Wealth Management
Florida
$328K
CW
286
CreativeOne Wealth
Kansas
$327K
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$326K
PCA
288
Prosperity Capital Advisors
Ohio
$320K
QCM
289
Quantinno Capital Management
New York
$318K
CWM
290
Cornerstone Wealth Management
Missouri
$313K
FA
291
Fiduciary Alliance
South Carolina
$309K
TCM
292
Tran Capital Management
California
$309K
AC
293
Anson Capital
Georgia
$308K
KA
294
Kovack Advisors
Florida
$306K
SOW
295
State of Wyoming
Wyoming
$306K
SCM
296
Sterling Capital Management
North Carolina
$305K
Connor, Clark & Lunn Investment Management (CC&L)
297
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$305K
BEI
298
Benjamin Edwards Inc
Missouri
$305K
AIFS
299
A&I Financial Services
Colorado
$287K
SMC
300
Smith, Moore & Co
Missouri
$282K