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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
GI
201
GAMCO Investors
Connecticut
$840K
CIA
202
Concurrent Investment Advisors
Florida
$830K
SPIA
203
Steward Partners Investment Advisory
New York
$828K
Marshall Wace
204
Marshall Wace
United Kingdom
$827K
NEWAS
205
N.E.W. Advisory Services
Wisconsin
$826K
MCP
206
Militia Capital Partners
Nevada
$802K
TPA
207
Trivium Point Advisory
Connecticut
$799K
GCM
208
Gallacher Capital Management
Colorado
$795K
ARG
209
Advisory Resource Group
Oklahoma
$780K
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$775K
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$736K
BHCM
212
Brevan Howard Capital Management
Jersey
$720K
PCIA
213
Prime Capital Investment Advisors
Kansas
$716K
Citadel Advisors
214
Citadel Advisors
Florida
$714K
CBU
215
CIBC Bancorp USA
Illinois
$713K
AWM
216
AE Wealth Management
Kansas
$695K
CIP
217
Convergence Investment Partners
Florida
$684K
SFA
218
Sequoia Financial Advisors
Ohio
$684K
SWM
219
Spire Wealth Management
Virginia
$666K
IWC
220
Integrated Wealth Concepts
Massachusetts
$661K
SSIM
221
Sheets Smith Investment Management
Texas
$648K
FPAS
222
Focus Partners Advisor Solutions
Missouri
$640K
BWP
223
Baldwin Wealth Partners
Massachusetts
$631K
DFCM
224
Dark Forest Capital Management
Puerto Rico
$628K
Empower Advisory Group
225
Empower Advisory Group
Colorado
$626K