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American Healthcare REIT

440 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 145 increasing their positions, 152 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: 145 | Existing positions reduced: 152

2.78% less ownership

Funds ownership: 92.27%89.49% (-2.8%)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
440
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
CI
326
CX Institutional
Indiana
$221K
SSWM
327
Smith Salley Wealth Management
North Carolina
$220K
FHC
328
First Heartland Consultants
Missouri
$220K
EF
329
Empowered Funds
Pennsylvania
$217K
WWM
330
Western Wealth Management
Colorado
$217K
WMA
331
West Michigan Advisors
Michigan
$217K
AWA
332
Aquire Wealth Advisors
Utah
$216K
ADL
333
Asset Dedication LLC
California
$216K
SCM
334
Saxony Capital Management
Missouri
$215K
MGP
335
M&G plc
United Kingdom
$215K
CWMK
336
Caliber Wealth Management (Kansas)
Kansas
$212K
HIP
337
HUB Investment Partners
Texas
$211K
NG
338
Norden Group
Utah
$209K
CBA
339
Coastal Bridge Advisors
Connecticut
$209K
TRCT
340
Tower Research Capital (TRC)
New York
$208K
VF
341
Virtu Financial
New York
$207K
WIA
342
World Investment Advisors
California
$205K
CAS
343
Coppell Advisory Solutions
Texas
$202K
LAM
344
Longboard Asset Management
Arizona
$202K
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$184K
FC
346
Franchise Capital
Cayman Islands
$184K
HFM
347
Harvest Fund Management
China
$168K
PNC Financial Services Group
348
PNC Financial Services Group
Pennsylvania
$165K
CAM
349
Creekmur Asset Management
Illinois
$163K
Mirae Asset Global Investments
350
Mirae Asset Global Investments
South Korea
$147K