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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
PFA
176
Petra Financial Advisors
Colorado
$946K
II
177
IFM Investors
Australia
$938K
SWGC
178
Summit Wealth Group (Colorado)
Colorado
$902K
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$900K
SPIA
180
Steward Partners Investment Advisory
New York
$892K
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$873K
NAM
182
Nissay Asset Management
Japan
$873K
FWM
183
Focused Wealth Management
New York
$872K
MML Investors Services
184
MML Investors Services
Massachusetts
$870K
CG
185
Cynosure Group
Utah
$852K
TRCT
186
Tower Research Capital (TRC)
New York
$845K
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$827K
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$826K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$808K
SOS
190
Silver Oak Securities
Tennessee
$802K
PWM
191
Perigon Wealth Management
California
$789K
AWM
192
Apollon Wealth Management
South Carolina
$789K
Empower Advisory Group
193
Empower Advisory Group
Colorado
$776K
WG
194
Winton Group
United Kingdom
$775K
TPA
195
Trivium Point Advisory
Connecticut
$765K
CAM
196
Cresset Asset Management
Illinois
$760K
NEWAS
197
N.E.W. Advisory Services
Wisconsin
$754K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$754K
SB
199
Strategic Blueprint
Georgia
$738K
GI
200
GAMCO Investors
Connecticut
$735K