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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 %
CWM
201
CIBC World Markets
New York
$721K -$518K -14,112 -42%
AWM
202
AE Wealth Management
Kansas
$706K -$78.8K -2,144 -10%
PCIA
203
Prime Capital Investment Advisors
Kansas
$704K -$217K -5,918 -24%
Two Sigma Investments
204
Two Sigma Investments
New York
$701K -$3.07M -83,585 -81%
MCP
205
Militia Capital Partners
Nevada
$691K +$143K +3,900 +26%
ARG
206
Advisory Resource Group
Oklahoma
$688K -$245K -6,663 -26%
CAG
207
Csenge Advisory Group
Florida
$681K -$119K -3,418 -15%
SSWG
208
Seven Springs Wealth Group
Tennessee
$671K -$14.5K -395 -2%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$652K -$1.89M -51,321 -74%
WWA
210
WCG Wealth Advisors
Nevada
$647K -$34K -926 -5%
GCM
211
Gallacher Capital Management
Colorado
$639K +$639K +17,405 New
BWP
212
Baldwin Wealth Partners
Massachusetts
$638K
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K -$133K -3,625 -18%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$607K -$35.3K -962 -5%
QT
215
Quantbot Technologies
New York
$601K -$98.4K -2,677 -14%
AIP
216
Ameritas Investment Partners
Nebraska
$598K +$32.4K +882 +6%
KWM
217
Kingsview Wealth Management
Oregon
$597K +$156K +4,252 +35%
Truist Financial
218
Truist Financial
North Carolina
$585K +$62.1K +1,691 +12%
SFA
219
Sequoia Financial Advisors
Ohio
$580K +$2.09K +57 +0.4%
AWM
220
Accel Wealth Management
Iowa
$580K +$158K +4,287 +37%
SWM
221
Spire Wealth Management
Virginia
$575K +$143K +3,893 +33%
NF
222
Nvest Financial
New Hampshire
$571K +$571K +15,536 New
SPC
223
Sigma Planning Corp
Michigan
$562K -$327K -8,899 -37%
AWS
224
Atria Wealth Solutions
New York
$542K -$300K -8,120 -36%
IWC
225
Integrated Wealth Concepts
Massachusetts
$539K +$295K +8,019 +120%