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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
TCOV
401
Trust Company of Vermont
Vermont
$27.6K
Optiver Holding
402
Optiver Holding
Netherlands
$27.4K
GWP
403
Gen-Wealth Partners
Michigan
$24.6K
TCM
404
Tradewinds Capital Management
Washington
$23.7K
SVCP
405
Silicon Valley Capital Partners
California
$21.4K
FGAM
406
Financial Gravity Asset Management
Texas
$20.2K
AIC
407
Archer Investment Corporation
Indiana
$19.5K
CFFP
408
Center for Financial Planning
Michigan
$18.1K
SAM
409
Shell Asset Management
Netherlands
$18K
MWPCG
410
Measured Wealth Private Client Group
New Hampshire
$16.5K
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$16K
RA
412
Rise Advisors
New York
$14.6K
EWA
413
EverSource Wealth Advisors
Alabama
$14.4K
C
414
Covestor
United Kingdom
$14K
SAM
415
Smartleaf Asset Management
Massachusetts
$13.5K
AG
416
AmeriFlex Group
Nevada
$12.3K
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$12.2K
CA
418
Clearstead Advisors
Ohio
$10.7K
RIL
419
Rothschild Investment LLC
Illinois
$9.91K
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
$9.45K
HIM
421
Hillsdale Investment Management
Ontario, Canada
$9.24K
WT
422
Whittier Trust
California
$8.43K
Bessemer Group
423
Bessemer Group
New Jersey
$8K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$7.23K
PWAM
425
Private Wealth Asset Management
Iowa
$6.6K