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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
AF
151
Allworth Financial
California
$1.74M
Lazard Asset Management
152
Lazard Asset Management
New York
$1.7M
GJIA
153
Glass Jacobson Investment Advisors
Maryland
$1.68M
FAB
154
First American Bank
Illinois
$1.68M
Cerity Partners
155
Cerity Partners
New York
$1.65M
BCI
156
Brinker Capital Investments
Pennsylvania
$1.65M
VanEck Associates
157
VanEck Associates
New York
$1.63M
Creative Planning
158
Creative Planning
Kansas
$1.6M
PFS
159
Prospera Financial Services
Texas
$1.56M
DAS
160
Diversify Advisory Services
Utah
$1.56M
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$1.55M
JSW
162
Journey Strategic Wealth
New Jersey
$1.55M
Natixis Advisors
163
Natixis Advisors
Massachusetts
$1.53M
MGP
164
Metis Global Partners
California
$1.51M
VLKIM
165
Van Lanschot Kempen Investment Management
Netherlands
$1.47M
Mariner
166
Mariner
Kansas
$1.46M
AWA
167
Arkadios Wealth Advisors
Georgia
$1.45M
KK
168
KLP Kapitalforvaltning
Norway
$1.41M
PAG
169
Private Advisor Group
New Jersey
$1.37M
FGA
170
Fortis Group Advisors
New Jersey
$1.23M
VOYA Investment Management
171
VOYA Investment Management
Georgia
$1.23M
AT
172
American Trust
Kentucky
$1.2M
ProShare Advisors
173
ProShare Advisors
Maryland
$1.14M
TC
174
TwinBeech Capital
New York
$1.14M
SC
175
Scotia Capital
Ontario, Canada
$1.13M