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American Healthcare REIT

448 hedge funds and large institutions have $6.35B invested in American Healthcare REIT in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 146 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:

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

2.73% 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
448
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 -$50.7M
2 -$34.5M
3 -$32.7M
4
Invesco
Invesco
Georgia
-$18.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
CoreCap Advisors
Michigan
$77.2K
AT
377
Avalon Trust
New Mexico
$72K
VEA
378
Virtus ETF Advisers
New York
$69.7K
GBT
379
Grove Bank & Trust
Florida
$69.2K
ME
380
McIlrath & Eck
Washington
$68.3K
NSIM
381
North Star Investment Management
Illinois
$67K
SIS
382
Sound Income Strategies
Florida
$65.3K
S
383
SignatureFD
Georgia
$64K
Simplex Trading
384
Simplex Trading
Illinois
$63K
KFG
385
Kelly Financial Group
Connecticut
$57.3K
DRP
386
Decker Retirement Planning
Utah
$54.1K
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$52.6K
KA
388
Kozak & Associates
Colorado
$52.1K
TCM
389
TD Capital Management
Tennessee
$51.6K
GRP
390
Global Retirement Partners
California
$48.6K
HCA
391
Harbor Capital Advisors
Illinois
$46K
US Bancorp
392
US Bancorp
Minnesota
$45.6K
MSG
393
Main Street Group
Virginia
$43.2K
SOAMC
394
Spirit of America Management Corp
New York
$42K
PWA
395
Physician Wealth Advisors
Utah
$39.3K
FA
396
Financial Avengers
California
$38.9K
NECFA
397
New England Capital Financial Advisors
Connecticut
$38.2K
VCM
398
Versant Capital Management
Arizona
$36.5K
LFG
399
Larson Financial Group
Missouri
$36.3K
DWM
400
Darwin Wealth Management
Florida
$35K