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American Healthcare REIT

444 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 43 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

2.74% 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
444
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
SLAM
301
Swiss Life Asset Management
$300K
AIFS
302
A&I Financial Services
Colorado
$287K
SMC
303
Smith, Moore & Co
Missouri
$282K
MAM
304
Meeder Asset Management
Ohio
$277K
AssetMark Inc
305
AssetMark Inc
California
$274K
SSWM
306
Sheets Smith Wealth Management
North Carolina
$273K
BCM
307
Brookstone Capital Management
Illinois
$273K
HIS
308
Harvest Investment Services
Illinois
$272K
BWP
309
Balboa Wealth Partners
Arizona
$269K
IAIM
310
International Assets Investment Management
Florida
$265K
PMG
311
ProVise Management Group
Florida
$265K
PI
312
PFG Investments
New York
$261K
NWM
313
Nova Wealth Management
Florida
$257K
Corient Private Wealth
314
Corient Private Wealth
Florida
$255K
AA
315
Apriem Advisors
California
$254K
HCMT
316
Highland Capital Management (Tennessee)
Tennessee
$251K
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$250K
FCM
318
Fieldview Capital Management
Michigan
$250K
NAS
319
Nicolet Advisory Services
Wisconsin
$244K
TCWA
320
Turtle Creek Wealth Advisors
Texas
$241K
IAN
321
Integrated Advisors Network
Texas
$238K
AF
322
Advisornet Financial
Minnesota
$237K
MOS
323
MGO One Seven
Ohio
$234K
CF
324
Centaurus Financial
California
$231K
DWM
325
Denver Wealth Management
Colorado
$228K