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American Healthcare REIT

526 hedge funds and large institutions have $8.41B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 185 increasing their positions, 160 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:

16% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 160

11.34% more ownership

Funds ownership: 89.53%100.87% (+11%)

Holders
526
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
CA
251
COFG Advisors
Illinois
$751K
ARG
252
Advisory Resource Group
Oklahoma
$749K
OL
253
Odyssean LLC
Connecticut
$746K
SWM
254
SeaCrest Wealth Management
New York
$745K
QCM
255
Quantinno Capital Management
New York
$745K
AWM
256
Accel Wealth Management
Iowa
$725K
Robeco Institutional Asset Management
257
Robeco Institutional Asset Management
Netherlands
$722K
SPC
258
Sigma Planning Corp
Michigan
$704K
UCFA
259
United Capital Financial Advisors
Texas
$672K
AWA
260
Arete Wealth Advisors
Illinois
$671K
CP
261
Castleview Partners
Texas
$662K
AIP
262
Ameritas Investment Partners
Nebraska
$658K
CIM
263
Cambria Investment Management
California
$654K
SWM
264
Selective Wealth Management
Virginia
$630K
X
265
Xponance
Pennsylvania
$629K
TF
266
Trek Financial
Arizona
$626K
HI
267
Harbour Investments
Wisconsin
$623K
SOW
268
State of Wyoming
Wyoming
$618K
BCMLT
269
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K
OCA
270
OpenArc Corporate Advisory
Georgia
$616K
Man Group
271
Man Group
United Kingdom
$611K
SLAM
272
Swiss Life Asset Management
$606K
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$605K
SWP
274
Stratos Wealth Partners
Ohio
$604K
CAM
275
Cresset Asset Management
Illinois
$599K