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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
ME
376
McIlrath & Eck
Washington
$68.3K
NSIM
377
North Star Investment Management
Illinois
$67K
SIS
378
Sound Income Strategies
Florida
$65.3K
S
379
SignatureFD
Georgia
$64K
Simplex Trading
380
Simplex Trading
Illinois
$63K
KFG
381
Kelly Financial Group
Connecticut
$57.3K
DRP
382
Decker Retirement Planning
Utah
$54.1K
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$52.6K
KA
384
Kozak & Associates
Colorado
$52.1K
TCM
385
TD Capital Management
Tennessee
$51.6K
GRP
386
Global Retirement Partners
California
$48.6K
HCA
387
Harbor Capital Advisors
Illinois
$46K
US Bancorp
388
US Bancorp
Minnesota
$45.6K
MSG
389
Main Street Group
Virginia
$43.2K
SOAMC
390
Spirit of America Management Corp
New York
$42K
PWA
391
Physician Wealth Advisors
Utah
$39.3K
FA
392
Financial Avengers
California
$38.9K
NECFA
393
New England Capital Financial Advisors
Connecticut
$38.2K
VCM
394
Versant Capital Management
Arizona
$36.5K
LFG
395
Larson Financial Group
Missouri
$36.3K
DWM
396
Darwin Wealth Management
Florida
$35K
WWM
397
Wolff Wiese Magana
California
$35K
Loomis, Sayles & Company
398
Loomis, Sayles & Company
Massachusetts
$32K
PS
399
Principal Securities
Iowa
$31.1K
TCOV
400
Trust Company of Vermont
Vermont
$27.6K