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American Healthcare REIT

413 hedge funds and large institutions have $5.39B invested in American Healthcare REIT in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 138 increasing their positions, 154 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+21
Holders Change %
+5.36%
% of All Funds
5.54%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
73
Increased
138
Reduced
154
Closed
46
Calls
$635K
Puts
Net Calls
+$635K
Net Calls Change
+$131K
Name Holding Trade Value Shares
Change
Shares
Change %
II
176
IFM Investors
Australia
$938K -$184K -5,007 -16%
SWGC
177
Summit Wealth Group (Colorado)
Colorado
$902K +$902K +24,387 New
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$900K -$48.6K -1,322 -5%
SPIA
179
Steward Partners Investment Advisory
New York
$892K -$35.7K -973 -4%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$873K -$425K -11,576 -33%
NAM
181
Nissay Asset Management
Japan
$873K +$39.9K +1,085 +5%
FWM
182
Focused Wealth Management
New York
$872K +$735 +20 +0.1%
MML Investors Services
183
MML Investors Services
Massachusetts
$870K +$61.6K +1,677 +8%
CG
184
Cynosure Group
Utah
$852K +$852K +23,202 New
TRCT
185
Tower Research Capital (TRC)
New York
$845K +$692K +18,842 +454%
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$827K +$495K +13,472 +149%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$826K -$43.1K -1,172 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$808K -$5.4M -147,000 -87%
SOS
189
Silver Oak Securities
Tennessee
$802K -$64.6K -1,757 -7%
PWM
190
Perigon Wealth Management
California
$789K -$407K -11,083 -34%
AWM
191
Apollon Wealth Management
South Carolina
$789K +$2.09K +57 +0.3%
Empower Advisory Group
192
Empower Advisory Group
Colorado
$776K -$132K -3,605 -15%
WG
193
Winton Group
United Kingdom
$775K +$775K +21,095 New
TPA
194
Trivium Point Advisory
Connecticut
$765K -$214K -5,833 -22%
CAM
195
Cresset Asset Management
Illinois
$760K +$6.39K +173 +0.8%
NEWAS
196
N.E.W. Advisory Services
Wisconsin
$754K -$269K -7,317 -26%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$754K -$35.1K -954 -4%
SB
198
Strategic Blueprint
Georgia
$738K -$46.4K -1,264 -6%
GI
199
GAMCO Investors
Connecticut
$735K
CIA
200
Concurrent Investment Advisors
Florida
$727K -$194K -5,271 -21%