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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
CIA
201
Concurrent Investment Advisors
Florida
$830K
SPIA
202
Steward Partners Investment Advisory
New York
$828K
Marshall Wace
203
Marshall Wace
United Kingdom
$827K
NEWAS
204
N.E.W. Advisory Services
Wisconsin
$826K
MCP
205
Militia Capital Partners
Nevada
$802K
TPA
206
Trivium Point Advisory
Connecticut
$799K
GCM
207
Gallacher Capital Management
Colorado
$795K
ARG
208
Advisory Resource Group
Oklahoma
$780K
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$775K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$736K
BHCM
211
Brevan Howard Capital Management
Jersey
$720K
PCIA
212
Prime Capital Investment Advisors
Kansas
$716K
Citadel Advisors
213
Citadel Advisors
Florida
$714K
CBU
214
CIBC Bancorp USA
Illinois
$713K
AWM
215
AE Wealth Management
Kansas
$695K
CIP
216
Convergence Investment Partners
Florida
$684K
SFA
217
Sequoia Financial Advisors
Ohio
$684K
SWM
218
Spire Wealth Management
Virginia
$666K
IWC
219
Integrated Wealth Concepts
Massachusetts
$661K
SSIM
220
Sheets Smith Investment Management
Texas
$648K
FPAS
221
Focus Partners Advisor Solutions
Missouri
$640K
BWP
222
Baldwin Wealth Partners
Massachusetts
$631K
DFCM
223
Dark Forest Capital Management
Puerto Rico
$628K
Empower Advisory Group
224
Empower Advisory Group
Colorado
$626K
FFA
225
Florida Financial Advisors
Florida
$623K