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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
SVCP
401
Silicon Valley Capital Partners
California
$21.4K
FGAM
402
Financial Gravity Asset Management
Texas
$20.2K
AIC
403
Archer Investment Corporation
Indiana
$19.5K
CFFP
404
Center for Financial Planning
Michigan
$18.1K
SAM
405
Shell Asset Management
Netherlands
$18K
MWPCG
406
Measured Wealth Private Client Group
New Hampshire
$16.5K
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$16K
RA
408
Rise Advisors
New York
$14.6K
EWA
409
EverSource Wealth Advisors
Alabama
$14.4K
C
410
Covestor
United Kingdom
$14K
SAM
411
Smartleaf Asset Management
Massachusetts
$13.5K
AG
412
AmeriFlex Group
Nevada
$12.3K
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$12.2K
CA
414
Clearstead Advisors
Ohio
$10.7K
RIL
415
Rothschild Investment LLC
Illinois
$9.91K
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$9.45K
HIM
417
Hillsdale Investment Management
Ontario, Canada
$9.24K
WT
418
Whittier Trust
California
$8.43K
Bessemer Group
419
Bessemer Group
New Jersey
$8K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$7.23K
PWAM
421
Private Wealth Asset Management
Iowa
$6.6K
BTI
422
Blue Trust Inc
Georgia
$6.47K
QL
423
Quarry LP
New York
$5.5K
QCG
424
Quadrant Capital Group
Ohio
$4.54K
QC
425
Quent Capital
New York
$4.2K