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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
CIA
201
Concurrent Investment Advisors
Florida
$727K
CWM
202
CIBC World Markets
New York
$721K
AWM
203
AE Wealth Management
Kansas
$706K
PCIA
204
Prime Capital Investment Advisors
Kansas
$704K
Two Sigma Investments
205
Two Sigma Investments
New York
$701K
MCP
206
Militia Capital Partners
Nevada
$691K
ARG
207
Advisory Resource Group
Oklahoma
$688K
CAG
208
Csenge Advisory Group
Florida
$681K
SSWG
209
Seven Springs Wealth Group
Tennessee
$671K
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$652K
WWA
211
WCG Wealth Advisors
Nevada
$647K
GCM
212
Gallacher Capital Management
Colorado
$639K
BWP
213
Baldwin Wealth Partners
Massachusetts
$638K
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$627K
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$607K
QT
216
Quantbot Technologies
New York
$601K
AIP
217
Ameritas Investment Partners
Nebraska
$598K
KWM
218
Kingsview Wealth Management
Oregon
$597K
Truist Financial
219
Truist Financial
North Carolina
$585K
SFA
220
Sequoia Financial Advisors
Ohio
$580K
AWM
221
Accel Wealth Management
Iowa
$580K
SWM
222
Spire Wealth Management
Virginia
$575K
NF
223
Nvest Financial
New Hampshire
$571K
SPC
224
Sigma Planning Corp
Michigan
$562K
AWS
225
Atria Wealth Solutions
New York
$542K