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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
Optiver Holding
401
Optiver Holding
Netherlands
$27.4K
GWP
402
Gen-Wealth Partners
Michigan
$24.6K
TCM
403
Tradewinds Capital Management
Washington
$23.7K
SVCP
404
Silicon Valley Capital Partners
California
$21.4K
FGAM
405
Financial Gravity Asset Management
Texas
$20.2K
AIC
406
Archer Investment Corporation
Indiana
$19.5K
CFFP
407
Center for Financial Planning
Michigan
$18.1K
SAM
408
Shell Asset Management
Netherlands
$18K
MWPCG
409
Measured Wealth Private Client Group
New Hampshire
$16.5K
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$16K
RA
411
Rise Advisors
New York
$14.6K
EWA
412
EverSource Wealth Advisors
Alabama
$14.4K
C
413
Covestor
United Kingdom
$14K
SAM
414
Smartleaf Asset Management
Massachusetts
$13.5K
AG
415
AmeriFlex Group
Nevada
$12.3K
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$12.2K
CA
417
Clearstead Advisors
Ohio
$10.7K
RIL
418
Rothschild Investment LLC
Illinois
$9.91K
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$9.45K
HIM
420
Hillsdale Investment Management
Ontario, Canada
$9.24K
WT
421
Whittier Trust
California
$8.43K
Bessemer Group
422
Bessemer Group
New Jersey
$8K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$7.23K
PWAM
424
Private Wealth Asset Management
Iowa
$6.6K
BTI
425
Blue Trust Inc
Georgia
$6.47K