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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
Mackenzie Financial
276
Mackenzie Financial
Ontario, Canada
$605K +$4.73K +102 +0.8%
SWP
277
Stratos Wealth Partners
Ohio
$604K -$2.32K -50 -0.4%
CAM
278
Cresset Asset Management
Illinois
$599K -$261K -5,633 -31%
CGIM
279
Cannon Global Investment Management
Florida
$598K +$589K +12,700 New
PFA
280
Peak Financial Advisors
Colorado
$596K -$14.7K -317 -2%
WA
281
Waverly Advisors
Alabama
$574K +$566K +12,204 New
VH
282
VVR Holdings
Washington
$571K +$563K +12,139 New
BWP
283
Baldwin Wealth Partners
Massachusetts
$570K -$135K -2,920 -19%
GAM
284
Gotham Asset Management
New York
$565K -$30.2K -652 -5%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$542K +$535K +11,527 New
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$536K +$2.69K +58 +0.5%
CWM
287
CIBC World Markets
New York
$527K +$519K +11,195 New
Stifel Financial
288
Stifel Financial
Missouri
$526K +$274K +5,901 +112%
HCM
289
HMS Capital Management
Tennessee
$526K -$6.63K -143 -1%
VT
290
Vise Technologies
New York
$524K +$516K +11,130 New
BPA
291
Beacon Pointe Advisors
California
$512K -$113K -2,431 -18%
BP
292
Ballentine Partners
Massachusetts
$495K -$12.7K -273 -3%
HWM
293
HRC Wealth Management
Idaho
$491K -$24.6K -530 -5%
AWM
294
Accurate Wealth Management
Florida
$489K -$95.8K -2,065 -17%
AC
295
Allstate Corporation
Illinois
$475K +$468K +10,103 New
WEG
296
World Equity Group
Illinois
$473K -$5.61K -121 -1%
CFGA
297
Cambridge Financial Group (Arizona)
Arizona
$473K
FEM
298
Fulcrum Equity Management
Texas
$466K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$463K +$34.7K +749 +8%
GSWM
300
Golden State Wealth Management
California
$462K +$556 +12 +0.1%