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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
Lazard Asset Management
151
Lazard Asset Management
New York
$1.7M
GJIA
152
Glass Jacobson Investment Advisors
Maryland
$1.68M
FAB
153
First American Bank
Illinois
$1.68M
Cerity Partners
154
Cerity Partners
New York
$1.65M
BCI
155
Brinker Capital Investments
Pennsylvania
$1.65M
VanEck Associates
156
VanEck Associates
New York
$1.63M
Creative Planning
157
Creative Planning
Kansas
$1.6M
PFS
158
Prospera Financial Services
Texas
$1.56M
DAS
159
Diversify Advisory Services
Utah
$1.56M
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$1.55M
JSW
161
Journey Strategic Wealth
New Jersey
$1.55M
Natixis Advisors
162
Natixis Advisors
Massachusetts
$1.53M
MGP
163
Metis Global Partners
California
$1.51M
VLKIM
164
Van Lanschot Kempen Investment Management
Netherlands
$1.47M
Mariner
165
Mariner
Kansas
$1.46M
AWA
166
Arkadios Wealth Advisors
Georgia
$1.45M
KK
167
KLP Kapitalforvaltning
Norway
$1.41M
PAG
168
Private Advisor Group
New Jersey
$1.37M
FGA
169
Fortis Group Advisors
New Jersey
$1.23M
VOYA Investment Management
170
VOYA Investment Management
Georgia
$1.23M
AT
171
American Trust
Kentucky
$1.2M
ProShare Advisors
172
ProShare Advisors
Maryland
$1.14M
TC
173
TwinBeech Capital
New York
$1.14M
SC
174
Scotia Capital
Ontario, Canada
$1.13M
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$1.11M