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American Healthcare REIT

392 hedge funds and large institutions have $4.17B invested in American Healthcare REIT in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 47 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:

0.08% less ownership

Funds ownership: 87.38%87.29% (-0.08%)

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 156

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
392
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
$1.66M
Puts
$1.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$5.95M
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$5.5M
Wells Fargo
78
Wells Fargo
California
$5.48M
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$5.4M
MFG
80
Merit Financial Group
Georgia
$5.33M
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$5.2M
ACA
82
Anchor Capital Advisors
Massachusetts
$5.14M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
83
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.12M
Franklin Resources
84
Franklin Resources
California
$4.96M
Citigroup
85
Citigroup
New York
$4.92M
HCM
86
Hilton Capital Management
New York
$4.82M
ERSOT
87
Employees Retirement System of Texas
Texas
$4.62M
Raymond James Financial
88
Raymond James Financial
Florida
$4.53M
Ameriprise
89
Ameriprise
Minnesota
$4.42M
EWA
90
EverSource Wealth Advisors
Alabama
$4.41M
GCM
91
Greenland Capital Management
New York
$4.39M
HSBC Holdings
92
HSBC Holdings
United Kingdom
$4.34M
First Trust Advisors
93
First Trust Advisors
Illinois
$4.31M
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$4.25M
OIA
95
OneDigital Investment Advisors
Kansas
$3.9M
AG
96
Algert Global
California
$3.73M
EI
97
EAM Investors
California
$3.6M
HighTower Advisors
98
HighTower Advisors
Illinois
$3.58M
JFG
99
Jefferies Financial Group
New York
$3.55M
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$3.5M