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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
SA
351
Strategic Advocates
Utah
$146K
SWP
352
Strategic Wealth Partners
Ohio
$141K
CFD
353
Creative Financial Designs
Indiana
$140K
PWMG
354
Prestige Wealth Management Group
New Jersey
$138K
NFSG
355
Newbridge Financial Services Group
Florida
$136K
T
356
Tidemark
California
$134K
PC
357
Promus Capital
Illinois
$126K
AAP
358
Arax Advisory Partners
Colorado
$122K
ETC
359
Exchange Traded Concepts
Oklahoma
$118K
Fidelity International
360
Fidelity International
Bermuda
$112K
WANY
361
Wealthspire Advisors (New York)
New York
$111K
GFM
362
GF Fund Management
China
$111K
TCM
363
Triumph Capital Management
Colorado
$109K
ASN
364
Advisory Services Network
Georgia
$101K
HNB
365
Huntington National Bank
Ohio
$93.8K
PIS
366
POM Investment Strategies
North Carolina
$86.9K
GI
367
GAMMA Investing
California
$86.2K
ITIM
368
Indiana Trust & Investment Management
Indiana
$84.5K
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$78.6K
CA
370
CoreCap Advisors
Michigan
$77.2K
AT
371
Avalon Trust
New Mexico
$72K
GBT
372
Grove Bank & Trust
Florida
$69.2K
ME
373
McIlrath & Eck
Washington
$68.3K
NSIM
374
North Star Investment Management
Illinois
$67K
SIS
375
Sound Income Strategies
Florida
$65.3K