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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 %
SAM
301
Secure Asset Management
Michigan
$237K +$237K +6,449 New
PMG
302
ProVise Management Group
Florida
$231K +$231K +6,298 New
BFA
303
Beacon Financial Advisory
Ohio
$230K +$230K +6,254 New
JSAM
304
J. Safra Asset Management
New York
$226K +$17.3K +480 +8%
NWM
305
Nova Wealth Management
Florida
$225K
AA
306
Apriem Advisors
California
$222K +$222K +6,038 New
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$222K +$222K +6,037 New
DWM
308
Denver Wealth Management
Colorado
$214K +$214K +5,815 New
TCWA
309
Turtle Creek Wealth Advisors
Texas
$211K +$211K +5,735 New
DC
310
Davenport & Co
Virginia
$208K +$208K +5,674 New
AF
311
Advisornet Financial
Minnesota
$208K -$3.16K -86 -1%
HFM
312
Harvest Fund Management
China
$207K -$228K -6,200 -52%
Envestnet Portfolio Solutions
313
Envestnet Portfolio Solutions
Illinois
$207K +$207K +5,625 New
MSAM
314
Moloney Securities Asset Management
Missouri
$204K +$204K +5,555 New
VA
315
Vident Advisory
Georgia
$204K -$71.6K -1,948 -26%
AB
316
Amalgamated Bank
New York
$193K
CI
317
CX Institutional
Indiana
$193K +$5.65K +154 +3%
CF
318
Centaurus Financial
California
$189K +$29.6K +809 +19%
ADL
319
Asset Dedication LLC
California
$189K
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$188K -$8.01K -218 -4%
KBC Group
321
KBC Group
Belgium
$180K -$74.6K -2,026 -29%
Jones Financial Companies
322
Jones Financial Companies
Missouri
$163K +$13.5K +375 +9%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$162K -$227K -6,190 -58%
FC
324
Franchise Capital
Cayman Islands
$161K +$69.8K +1,900 +77%
CAM
325
Creekmur Asset Management
Illinois
$143K