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American Healthcare REIT

515 hedge funds and large institutions have $8.89B invested in American Healthcare REIT in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 144 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
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
$1.1M
Puts
$47K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$756K
PCM
252
Polymer Capital Management
New York
$753K
ARG
253
Advisory Resource Group
Oklahoma
$751K
SLAM
254
Swiss Life Asset Management
$749K
TF
255
Trek Financial
Arizona
$747K
AWA
256
A4 Wealth Advisors
North Carolina
$736K
AWM
257
Accel Wealth Management
Iowa
$729K
TRCT
258
Tower Research Capital (TRC)
New York
$727K
Robeco Institutional Asset Management
259
Robeco Institutional Asset Management
Netherlands
$724K
Baird Financial Group
260
Baird Financial Group
Wisconsin
$723K
SPC
261
Sigma Planning Corp
Michigan
$716K
AWA
262
Arete Wealth Advisors
Illinois
$682K
BPA
263
Beacon Pointe Advisors
California
$664K
SCM
264
Schnieders Capital Management
California
$661K
SWM
265
Selective Wealth Management
Virginia
$659K
CA
266
COFG Advisors
Illinois
$657K
VPIM
267
Vanguard Personalized Indexing Management
California
$657K
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$655K
GVAG
269
Great Valley Advisor Group
Delaware
$639K
WA
270
Waverly Advisors
Alabama
$625K
SAM
271
Securian Asset Management
Minnesota
$617K
Vontobel Holding
272
Vontobel Holding
Switzerland
$599K
PFA
273
Peak Financial Advisors
Colorado
$585K
WEG
274
World Equity Group
Illinois
$571K
Stifel Financial
275
Stifel Financial
Missouri
$571K