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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
DWM
176
Diversify Wealth Management
Utah
$1.11M
PFA
177
Petra Financial Advisors
Colorado
$1.1M
GWM
178
Geneos Wealth Management
Colorado
$1.09M
II
179
IFM Investors
Australia
$1.08M
BC
180
Bridgefront Capital
Texas
$1.07M
EAM
181
Erste Asset Management
Austria
$1.06M
Two Sigma Investments
182
Two Sigma Investments
New York
$1.05M
NAM
183
Nissay Asset Management
Japan
$1.03M
WA
184
WPG Advisers
Maryland
$1.03M
FWM
185
Focused Wealth Management
New York
$1.02M
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$999K
MML Investors Services
187
MML Investors Services
Massachusetts
$990K
CG
188
Cynosure Group
Utah
$975K
WWA
189
WCG Wealth Advisors
Nevada
$960K
FFA
190
Farther Finance Advisors
California
$953K
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$944K
OAC
192
OMERS Administration Corp
Ontario, Canada
$924K
SOS
193
Silver Oak Securities
Tennessee
$916K
Truist Financial
194
Truist Financial
North Carolina
$908K
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$906K
PWM
196
Perigon Wealth Management
California
$900K
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$875K
CAM
198
Cresset Asset Management
Illinois
$869K
SB
199
Strategic Blueprint
Georgia
$844K
GI
200
GAMCO Investors
Connecticut
$840K