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American Healthcare REIT

528 hedge funds and large institutions have $8.43B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 186 increasing their positions, 161 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: 186 | Existing positions reduced: 161

11.54% more ownership

Funds ownership: 89.53%101.07% (+12%)

Holders
528
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
SWM
251
Spire Wealth Management
Virginia
$759K
CA
252
COFG Advisors
Illinois
$751K
ARG
253
Advisory Resource Group
Oklahoma
$749K
OL
254
Odyssean LLC
Connecticut
$746K
SWM
255
SeaCrest Wealth Management
New York
$745K
QCM
256
Quantinno Capital Management
New York
$745K
Corient Private Wealth
257
Corient Private Wealth
Florida
$732K
AWM
258
Accel Wealth Management
Iowa
$725K
Robeco Institutional Asset Management
259
Robeco Institutional Asset Management
Netherlands
$722K
SPC
260
Sigma Planning Corp
Michigan
$704K
UCFA
261
United Capital Financial Advisors
Texas
$672K
AWA
262
Arete Wealth Advisors
Illinois
$671K
CP
263
Castleview Partners
Texas
$662K
AIP
264
Ameritas Investment Partners
Nebraska
$658K
CIM
265
Cambria Investment Management
California
$654K
SWM
266
Selective Wealth Management
Virginia
$630K
X
267
Xponance
Pennsylvania
$629K
TF
268
Trek Financial
Arizona
$626K
HI
269
Harbour Investments
Wisconsin
$623K
SOW
270
State of Wyoming
Wyoming
$618K
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K
OCA
272
OpenArc Corporate Advisory
Georgia
$616K
Man Group
273
Man Group
United Kingdom
$611K
SLAM
274
Swiss Life Asset Management
$606K
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$605K