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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
SA
326
Sanctuary Advisors
Indiana
$223K
Stifel Financial
327
Stifel Financial
Missouri
$222K
SAI
328
Savvy Advisors Inc
New York
$222K
AB
329
Amalgamated Bank
New York
$221K
CI
330
CX Institutional
Indiana
$221K
SSWM
331
Smith Salley Wealth Management
North Carolina
$220K
FHC
332
First Heartland Consultants
Missouri
$220K
EF
333
Empowered Funds
Pennsylvania
$217K
WWM
334
Western Wealth Management
Colorado
$217K
WMA
335
West Michigan Advisors
Michigan
$217K
AWA
336
Aquire Wealth Advisors
Utah
$216K
ADL
337
Asset Dedication LLC
California
$216K
SCM
338
Saxony Capital Management
Missouri
$215K
MGP
339
M&G plc
United Kingdom
$215K
CWMK
340
Caliber Wealth Management (Kansas)
Kansas
$212K
HIP
341
HUB Investment Partners
Texas
$211K
NG
342
Norden Group
Utah
$209K
CBA
343
Coastal Bridge Advisors
Connecticut
$209K
TRCT
344
Tower Research Capital (TRC)
New York
$208K
VF
345
Virtu Financial
New York
$207K
WIA
346
World Investment Advisors
California
$205K
CAS
347
Coppell Advisory Solutions
Texas
$202K
LAM
348
Longboard Asset Management
Arizona
$202K
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$184K
FC
350
Franchise Capital
Cayman Islands
$184K