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American Healthcare REIT

533 hedge funds and large institutions have $8.44B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 187 increasing their positions, 163 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 33

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

33% more capital invested

Capital invested by funds: $6.36B → $8.44B (+$2.08B)

18% more funds holding

Funds holding: 450533 (+83)

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
533
Holders Change
+83
Holders Change %
+18.44%
% of All Funds
6.48%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.1%
New
122
Increased
187
Reduced
163
Closed
33
Calls
$1.29M
Puts
Net Calls
+$1.29M
Net Calls Change
+$668K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$994K -$13.9K -300 -1%
CIA
227
Concurrent Investment Advisors
Florida
$983K +$52.4K +1,129 +6%
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 +$911K +19,642 New
Mariner
231
Mariner
Kansas
$924K -$698K -15,049 -43%
FFA
232
Florida Financial Advisors
Florida
$919K +$219K +4,715 +32%
LWAM
233
Legacy Wealth Asset Management
Minnesota
$918K +$904K +19,503 New
FAM
234
Fred Alger Management
New York
$905K -$1.64M -35,402 -65%
TPA
235
Trivium Point Advisory
Connecticut
$897K +$1.21K +26 +0.1%
GCM
236
Gallacher Capital Management
Colorado
$882K -$8.9K -192 -1%
SPIA
237
Steward Partners Investment Advisory
New York
$880K -$46.4K -1,000 -5%
CIP
238
Convergence Investment Partners
Florida
$880K +$112K +2,408 +15%
M&T Bank
239
M&T Bank
New York
$840K +$828K +17,854 New
SB
240
Strategic Blueprint
Georgia
$835K -$109K -2,347 -12%
PCM
241
Polymer Capital Management
New York
$831K +$819K +17,654 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$830K +$5.52K +119 +0.7%
FRM
243
Fox Run Management
Connecticut
$821K +$809K +17,446 New
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$821K -$292K -6,291 -27%
SFA
245
Sequoia Financial Advisors
Ohio
$817K +$50K +1,078 +7%
MCP
246
Militia Capital Partners
Nevada
$805K -$92.7K -2,000 -10%
PCIA
247
Prime Capital Investment Advisors
Kansas
$802K +$232 +5 +0%
NF
248
Nvest Financial
New Hampshire
$800K +$249K +5,380 +46%
AWM
249
AE Wealth Management
Kansas
$782K +$3.8K +82 +0.5%
NEWAS
250
N.E.W. Advisory Services
Wisconsin
$764K -$159K -3,438 -17%