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American Healthcare REIT

448 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 146 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:

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

2.73% 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
448
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 -$50.7M
2 -$34.5M
3 -$32.7M
4
Invesco
Invesco
Georgia
-$18.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
301
Benjamin Edwards Inc
Missouri
$305K
SLAM
302
Swiss Life Asset Management
$300K
AIFS
303
A&I Financial Services
Colorado
$287K
SMC
304
Smith, Moore & Co
Missouri
$282K
MAM
305
Meeder Asset Management
Ohio
$277K
AssetMark Inc
306
AssetMark Inc
California
$274K
SSWM
307
Sheets Smith Wealth Management
North Carolina
$273K
BCM
308
Brookstone Capital Management
Illinois
$273K
HIS
309
Harvest Investment Services
Illinois
$272K
BWP
310
Balboa Wealth Partners
Arizona
$269K
IAIM
311
International Assets Investment Management
Florida
$265K
PMG
312
ProVise Management Group
Florida
$265K
PI
313
PFG Investments
New York
$261K
NWM
314
Nova Wealth Management
Florida
$257K
Corient Private Wealth
315
Corient Private Wealth
Florida
$255K
AA
316
Apriem Advisors
California
$254K
HCMT
317
Highland Capital Management (Tennessee)
Tennessee
$251K
BNP Paribas Asset Management
318
BNP Paribas Asset Management
France
$250K
FCM
319
Fieldview Capital Management
Michigan
$250K
NAS
320
Nicolet Advisory Services
Wisconsin
$244K
TCWA
321
Turtle Creek Wealth Advisors
Texas
$241K
IAN
322
Integrated Advisors Network
Texas
$238K
AF
323
Advisornet Financial
Minnesota
$237K
MOS
324
MGO One Seven
Ohio
$234K
CF
325
Centaurus Financial
California
$231K