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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
MAM
301
Meeder Asset Management
Ohio
$277K
AssetMark Inc
302
AssetMark Inc
California
$274K
SSWM
303
Sheets Smith Wealth Management
North Carolina
$273K
BCM
304
Brookstone Capital Management
Illinois
$273K
HIS
305
Harvest Investment Services
Illinois
$272K
BWP
306
Balboa Wealth Partners
Arizona
$269K
IAIM
307
International Assets Investment Management
Florida
$265K
PMG
308
ProVise Management Group
Florida
$265K
PI
309
PFG Investments
New York
$261K
NWM
310
Nova Wealth Management
Florida
$257K
Corient Private Wealth
311
Corient Private Wealth
Florida
$255K
AA
312
Apriem Advisors
California
$254K
HCMT
313
Highland Capital Management (Tennessee)
Tennessee
$251K
BNP Paribas Asset Management
314
BNP Paribas Asset Management
France
$250K
FCM
315
Fieldview Capital Management
Michigan
$250K
NAS
316
Nicolet Advisory Services
Wisconsin
$244K
TCWA
317
Turtle Creek Wealth Advisors
Texas
$241K
IAN
318
Integrated Advisors Network
Texas
$238K
AF
319
Advisornet Financial
Minnesota
$237K
MOS
320
MGO One Seven
Ohio
$234K
CF
321
Centaurus Financial
California
$231K
DWM
322
Denver Wealth Management
Colorado
$228K
Stifel Financial
323
Stifel Financial
Missouri
$222K
SAI
324
Savvy Advisors Inc
New York
$222K
AB
325
Amalgamated Bank
New York
$221K