AHR icon

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
GBT
376
Grove Bank & Trust
Florida
$69.2K
ME
377
McIlrath & Eck
Washington
$68.3K
NSIM
378
North Star Investment Management
Illinois
$67K
SIS
379
Sound Income Strategies
Florida
$65.3K
S
380
SignatureFD
Georgia
$64K
Simplex Trading
381
Simplex Trading
Illinois
$63K
KFG
382
Kelly Financial Group
Connecticut
$57.3K
DRP
383
Decker Retirement Planning
Utah
$54.1K
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$52.6K
KA
385
Kozak & Associates
Colorado
$52.1K
TCM
386
TD Capital Management
Tennessee
$51.6K
GRP
387
Global Retirement Partners
California
$48.6K
HCA
388
Harbor Capital Advisors
Illinois
$46K
US Bancorp
389
US Bancorp
Minnesota
$45.6K
MSG
390
Main Street Group
Virginia
$43.2K
SOAMC
391
Spirit of America Management Corp
New York
$42K
PWA
392
Physician Wealth Advisors
Utah
$39.3K
FA
393
Financial Avengers
California
$38.9K
NECFA
394
New England Capital Financial Advisors
Connecticut
$38.2K
VCM
395
Versant Capital Management
Arizona
$36.5K
LFG
396
Larson Financial Group
Missouri
$36.3K
DWM
397
Darwin Wealth Management
Florida
$35K
WWM
398
Wolff Wiese Magana
California
$35K
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
$32K
PS
400
Principal Securities
Iowa
$31.1K