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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
CGIM
276
Cannon Global Investment Management
Florida
$598K
PFA
277
Peak Financial Advisors
Colorado
$596K
WA
278
Waverly Advisors
Alabama
$574K
VH
279
VVR Holdings
Washington
$571K
BWP
280
Baldwin Wealth Partners
Massachusetts
$570K
GAM
281
Gotham Asset Management
New York
$565K
Baird Financial Group
282
Baird Financial Group
Wisconsin
$542K
Envestnet Portfolio Solutions
283
Envestnet Portfolio Solutions
Illinois
$536K
CWM
284
CIBC World Markets
New York
$527K
Stifel Financial
285
Stifel Financial
Missouri
$526K
HCM
286
HMS Capital Management
Tennessee
$526K
VT
287
Vise Technologies
New York
$524K
BPA
288
Beacon Pointe Advisors
California
$512K
BP
289
Ballentine Partners
Massachusetts
$495K
HWM
290
HRC Wealth Management
Idaho
$491K
AWM
291
Accurate Wealth Management
Florida
$489K
AC
292
Allstate Corporation
Illinois
$475K
WEG
293
World Equity Group
Illinois
$473K
CFGA
294
Cambridge Financial Group (Arizona)
Arizona
$473K
FEM
295
Fulcrum Equity Management
Texas
$466K
Jones Financial Companies
296
Jones Financial Companies
Missouri
$463K
GSWM
297
Golden State Wealth Management
California
$462K
TRCT
298
Tower Research Capital (TRC)
New York
$455K
CAG
299
Csenge Advisory Group
Florida
$454K
PFA
300
Pure Financial Advisors
California
$449K