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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
PAS
276
Park Avenue Securities
New York
$318K
IAG
277
Investmark Advisory Group
Connecticut
$308K
PI
278
PFG Investments
New York
$308K
SRSA
279
S.R. Schill & Associates
Washington
$306K
ZIM
280
Zacks Investment Management
Illinois
$289K
SG Americas Securities
281
SG Americas Securities
New York
$288K
AWM
282
Atticus Wealth Management
Florida
$287K
KA
283
Kovack Advisors
Florida
$282K
VPIM
284
Vanguard Personalized Indexing Management
California
$282K
PCA
285
Prosperity Capital Advisors
Ohio
$280K
NB
286
Norinchukin Bank
Japan
$279K
HFO
287
Heritage Family Offices
Arizona
$276K
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$276K
CWM
289
Cornerstone Wealth Management
Missouri
$273K
LSA
290
Lion Street Advisors
Texas
$271K
OBWG
291
Onyx Bridge Wealth Group
New York
$270K
TCM
292
Tran Capital Management
California
$270K
IAIM
293
International Assets Investment Management
Florida
$269K
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$265K
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$261K
AIFS
296
A&I Financial Services
Colorado
$252K
SMC
297
Smith, Moore & Co
Missouri
$247K
MAM
298
Meeder Asset Management
Ohio
$244K
AssetMark Inc
299
AssetMark Inc
California
$242K
NAS
300
Nicolet Advisory Services
Wisconsin
$239K