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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
SAM
301
Secure Asset Management
Michigan
$237K
PMG
302
ProVise Management Group
Florida
$231K
BFA
303
Beacon Financial Advisory
Ohio
$230K
JSAM
304
J. Safra Asset Management
New York
$226K
NWM
305
Nova Wealth Management
Florida
$225K
AA
306
Apriem Advisors
California
$222K
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$222K
DWM
308
Denver Wealth Management
Colorado
$214K
TCWA
309
Turtle Creek Wealth Advisors
Texas
$211K
DC
310
Davenport & Co
Virginia
$208K
AF
311
Advisornet Financial
Minnesota
$208K
HFM
312
Harvest Fund Management
China
$207K
Envestnet Portfolio Solutions
313
Envestnet Portfolio Solutions
Illinois
$207K
MSAM
314
Moloney Securities Asset Management
Missouri
$204K
VA
315
Vident Advisory
Georgia
$204K
AB
316
Amalgamated Bank
New York
$193K
CI
317
CX Institutional
Indiana
$193K
CF
318
Centaurus Financial
California
$189K
ADL
319
Asset Dedication LLC
California
$189K
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$188K
KBC Group
321
KBC Group
Belgium
$180K
Jones Financial Companies
322
Jones Financial Companies
Missouri
$163K
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$162K
FC
324
Franchise Capital
Cayman Islands
$161K
CAM
325
Creekmur Asset Management
Illinois
$143K