AHR icon

American Healthcare REIT

444 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 43 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

2.74% less ownership

Funds ownership: 92.27%89.53% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
444
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
WIM
276
Warwick Investment Management
Texas
$354K
WWG
277
West Wealth Group
California
$354K
VPIM
278
Vanguard Personalized Indexing Management
California
$354K
HFO
279
Heritage Family Offices
Arizona
$353K
SRSA
280
S.R. Schill & Associates
Washington
$350K
MM
281
MQS Management
New York
$347K
PAS
282
Park Avenue Securities
New York
$343K
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$339K
MA
284
Mutual Advisors
Nebraska
$338K
IAG
285
Investmark Advisory Group
Connecticut
$336K
NB
286
Norinchukin Bank
Japan
$335K
AWM
287
Atticus Wealth Management
Florida
$328K
CW
288
CreativeOne Wealth
Kansas
$327K
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$326K
PCA
290
Prosperity Capital Advisors
Ohio
$320K
QCM
291
Quantinno Capital Management
New York
$318K
CWM
292
Cornerstone Wealth Management
Missouri
$313K
FA
293
Fiduciary Alliance
South Carolina
$309K
TCM
294
Tran Capital Management
California
$309K
AC
295
Anson Capital
Georgia
$308K
KA
296
Kovack Advisors
Florida
$306K
SOW
297
State of Wyoming
Wyoming
$306K
SCM
298
Sterling Capital Management
North Carolina
$305K
Connor, Clark & Lunn Investment Management (CC&L)
299
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$305K
BEI
300
Benjamin Edwards Inc
Missouri
$305K