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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
WWM
401
Wolff Wiese Magana
California
$35K
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$32K
PS
403
Principal Securities
Iowa
$31.1K
TCOV
404
Trust Company of Vermont
Vermont
$27.6K
Optiver Holding
405
Optiver Holding
Netherlands
$27.4K
GWP
406
Gen-Wealth Partners
Michigan
$24.6K
TCM
407
Tradewinds Capital Management
Washington
$23.7K
SVCP
408
Silicon Valley Capital Partners
California
$21.4K
FGAM
409
Financial Gravity Asset Management
Texas
$20.2K
AIC
410
Archer Investment Corporation
Indiana
$19.5K
CFFP
411
Center for Financial Planning
Michigan
$18.1K
SAM
412
Shell Asset Management
Netherlands
$18K
MWPCG
413
Measured Wealth Private Client Group
New Hampshire
$16.5K
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$16K
RA
415
Rise Advisors
New York
$14.6K
EWA
416
EverSource Wealth Advisors
Alabama
$14.4K
C
417
Covestor
United Kingdom
$14K
SAM
418
Smartleaf Asset Management
Massachusetts
$13.5K
AG
419
AmeriFlex Group
Nevada
$12.3K
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$12.2K
CA
421
Clearstead Advisors
Ohio
$10.7K
RIL
422
Rothschild Investment LLC
Illinois
$9.91K
MSFP
423
Mark Sheptoff Financial Planning
Connecticut
$9.45K
HIM
424
Hillsdale Investment Management
Ontario, Canada
$9.24K
WT
425
Whittier Trust
California
$8.43K