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American Healthcare REIT

532 hedge funds and large institutions have $8.44B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 187 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

15% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 163

11.53% more ownership

Funds ownership: 89.62%101.15% (+12%)

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.29M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$276M
2 +$158M
3 +$79.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$77.9M
5
BlackRock
BlackRock
New York
+$77.1M

Top Sellers

1 -$80.5M
2 -$62.2M
3 -$40M
4
UBS AM
UBS AM
Illinois
-$39M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$994K
CIA
227
Concurrent Investment Advisors
Florida
$983K
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$980K
GI
229
GAMCO Investors
Connecticut
$941K
S
230
Storgate
Texas
$924K
Mariner
231
Mariner
Kansas
$924K
FFA
232
Florida Financial Advisors
Florida
$919K
LWAM
233
Legacy Wealth Asset Management
Minnesota
$918K
FAM
234
Fred Alger Management
New York
$905K
TPA
235
Trivium Point Advisory
Connecticut
$897K
GCM
236
Gallacher Capital Management
Colorado
$882K
SPIA
237
Steward Partners Investment Advisory
New York
$880K
CIP
238
Convergence Investment Partners
Florida
$880K
M&T Bank
239
M&T Bank
New York
$840K
SB
240
Strategic Blueprint
Georgia
$835K
PCM
241
Polymer Capital Management
New York
$831K
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$830K
FRM
243
Fox Run Management
Connecticut
$821K
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$821K
SFA
245
Sequoia Financial Advisors
Ohio
$817K
MCP
246
Militia Capital Partners
Nevada
$805K
PCIA
247
Prime Capital Investment Advisors
Kansas
$802K
NF
248
Nvest Financial
New Hampshire
$800K
AWM
249
AE Wealth Management
Kansas
$782K
NEWAS
250
N.E.W. Advisory Services
Wisconsin
$764K