AHR icon

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
S
376
SignatureFD
Georgia
$64K
Simplex Trading
377
Simplex Trading
Illinois
$63K
KFG
378
Kelly Financial Group
Connecticut
$57.3K
DRP
379
Decker Retirement Planning
Utah
$54.1K
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$52.6K
KA
381
Kozak & Associates
Colorado
$52.1K
TCM
382
TD Capital Management
Tennessee
$51.6K
GRP
383
Global Retirement Partners
California
$48.6K
HCA
384
Harbor Capital Advisors
Illinois
$46K
US Bancorp
385
US Bancorp
Minnesota
$45.6K
MSG
386
Main Street Group
Virginia
$43.2K
SOAMC
387
Spirit of America Management Corp
New York
$42K
PWA
388
Physician Wealth Advisors
Utah
$39.3K
FA
389
Financial Avengers
California
$38.9K
NECFA
390
New England Capital Financial Advisors
Connecticut
$38.2K
VCM
391
Versant Capital Management
Arizona
$36.5K
LFG
392
Larson Financial Group
Missouri
$36.3K
DWM
393
Darwin Wealth Management
Florida
$35K
WWM
394
Wolff Wiese Magana
California
$35K
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$32K
PS
396
Principal Securities
Iowa
$31.1K
TCOV
397
Trust Company of Vermont
Vermont
$27.6K
Optiver Holding
398
Optiver Holding
Netherlands
$27.4K
GWP
399
Gen-Wealth Partners
Michigan
$24.6K
TCM
400
Tradewinds Capital Management
Washington
$23.7K