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