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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
SWP
276
Stratos Wealth Partners
Ohio
$604K
CAM
277
Cresset Asset Management
Illinois
$599K
CGIM
278
Cannon Global Investment Management
Florida
$598K
PFA
279
Peak Financial Advisors
Colorado
$596K
WA
280
Waverly Advisors
Alabama
$574K
VH
281
VVR Holdings
Washington
$571K
BWP
282
Baldwin Wealth Partners
Massachusetts
$570K
GAM
283
Gotham Asset Management
New York
$565K
Baird Financial Group
284
Baird Financial Group
Wisconsin
$542K
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$536K
CWM
286
CIBC World Markets
New York
$527K
Stifel Financial
287
Stifel Financial
Missouri
$526K
HCM
288
HMS Capital Management
Tennessee
$526K
VT
289
Vise Technologies
New York
$524K
BPA
290
Beacon Pointe Advisors
California
$512K
BP
291
Ballentine Partners
Massachusetts
$495K
HWM
292
HRC Wealth Management
Idaho
$491K
AWM
293
Accurate Wealth Management
Florida
$489K
AC
294
Allstate Corporation
Illinois
$475K
WEG
295
World Equity Group
Illinois
$473K
CFGA
296
Cambridge Financial Group (Arizona)
Arizona
$473K
FEM
297
Fulcrum Equity Management
Texas
$466K
Jones Financial Companies
298
Jones Financial Companies
Missouri
$463K
GSWM
299
Golden State Wealth Management
California
$462K
TRCT
300
Tower Research Capital (TRC)
New York
$455K