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American Healthcare REIT

414 hedge funds and large institutions have $5.41B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 140 increasing their positions, 153 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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% more ownership

Funds ownership: 87.29%92.29% (+5%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$635K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Diversify Advisory Services
Utah
$1.46M
AAS
152
Avantax Advisory Services
Texas
$1.39M
Creative Planning
153
Creative Planning
Kansas
$1.38M
JSW
154
Journey Strategic Wealth
New Jersey
$1.37M
Lazard Asset Management
155
Lazard Asset Management
New York
$1.36M
PFS
156
Prospera Financial Services
Texas
$1.36M
PFSRSONJ
157
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.32M
VanEck Associates
158
VanEck Associates
New York
$1.28M
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$1.25M
KK
160
KLP Kapitalforvaltning
Norway
$1.22M
ProShare Advisors
161
ProShare Advisors
Maryland
$1.2M
Mariner
162
Mariner
Kansas
$1.19M
GWM
163
Geneos Wealth Management
Colorado
$1.16M
WIA
164
World Investment Advisors
California
$1.15M
PAG
165
Private Advisor Group
New Jersey
$1.13M
Natixis Advisors
166
Natixis Advisors
Massachusetts
$1.13M
SC
167
Scotia Capital
Ontario, Canada
$1.12M
BCI
168
Brinker Capital Investments
Pennsylvania
$1.1M
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$1.09M
FGA
170
Fortis Group Advisors
New Jersey
$1.05M
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$1.04M
Cerity Partners
172
Cerity Partners
New York
$1.03M
DWM
173
Diversify Wealth Management
Utah
$993K
MGP
174
Metis Global Partners
California
$970K
EGM
175
Engineers Gate Manager
New York
$966K