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American Healthcare REIT

443 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 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:

6% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 154

2.75% less ownership

Funds ownership: 92.27%89.52% (-2.7%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
443
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
AIFS
301
A&I Financial Services
Colorado
$287K
SMC
302
Smith, Moore & Co
Missouri
$282K
MAM
303
Meeder Asset Management
Ohio
$277K
AssetMark Inc
304
AssetMark Inc
California
$274K
SSWM
305
Sheets Smith Wealth Management
North Carolina
$273K
BCM
306
Brookstone Capital Management
Illinois
$273K
HIS
307
Harvest Investment Services
Illinois
$272K
BWP
308
Balboa Wealth Partners
Arizona
$269K
IAIM
309
International Assets Investment Management
Florida
$265K
PMG
310
ProVise Management Group
Florida
$265K
PI
311
PFG Investments
New York
$261K
NWM
312
Nova Wealth Management
Florida
$257K
Corient Private Wealth
313
Corient Private Wealth
Florida
$255K
AA
314
Apriem Advisors
California
$254K
HCMT
315
Highland Capital Management (Tennessee)
Tennessee
$251K
BNP Paribas Asset Management
316
BNP Paribas Asset Management
France
$250K
FCM
317
Fieldview Capital Management
Michigan
$250K
NAS
318
Nicolet Advisory Services
Wisconsin
$244K
TCWA
319
Turtle Creek Wealth Advisors
Texas
$241K
IAN
320
Integrated Advisors Network
Texas
$238K
AF
321
Advisornet Financial
Minnesota
$237K
MOS
322
MGO One Seven
Ohio
$234K
CF
323
Centaurus Financial
California
$231K
DWM
324
Denver Wealth Management
Colorado
$228K
Stifel Financial
325
Stifel Financial
Missouri
$222K