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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
SAI
326
Savvy Advisors Inc
New York
$222K
AB
327
Amalgamated Bank
New York
$221K
CI
328
CX Institutional
Indiana
$221K
SSWM
329
Smith Salley Wealth Management
North Carolina
$220K
FHC
330
First Heartland Consultants
Missouri
$220K
EF
331
Empowered Funds
Pennsylvania
$217K
WWM
332
Western Wealth Management
Colorado
$217K
WMA
333
West Michigan Advisors
Michigan
$217K
AWA
334
Aquire Wealth Advisors
Utah
$216K
ADL
335
Asset Dedication LLC
California
$216K
SCM
336
Saxony Capital Management
Missouri
$215K
MGP
337
M&G plc
United Kingdom
$215K
CWMK
338
Caliber Wealth Management (Kansas)
Kansas
$212K
HIP
339
HUB Investment Partners
Texas
$211K
NG
340
Norden Group
Utah
$209K
CBA
341
Coastal Bridge Advisors
Connecticut
$209K
TRCT
342
Tower Research Capital (TRC)
New York
$208K
VF
343
Virtu Financial
New York
$207K
WIA
344
World Investment Advisors
California
$205K
CAS
345
Coppell Advisory Solutions
Texas
$202K
LAM
346
Longboard Asset Management
Arizona
$202K
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$184K
FC
348
Franchise Capital
Cayman Islands
$184K
HFM
349
Harvest Fund Management
China
$168K
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$165K