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American Healthcare REIT

532 hedge funds and large institutions have $8.44B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 187 increasing their positions, 163 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:

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
532
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
TRCT
301
Tower Research Capital (TRC)
New York
$455K
CAG
302
Csenge Advisory Group
Florida
$454K
PFA
303
Pure Financial Advisors
California
$449K
LAM
304
Lifestyle Asset Management
Texas
$446K
MWA
305
Medallion Wealth Advisors
Connecticut
$444K
AWM
306
Apollon Wealth Management
South Carolina
$441K
RA
307
RFG Advisory
Alabama
$435K
SAG
308
SageView Advisory Group
California
$431K
GVAG
309
Great Valley Advisor Group
Delaware
$418K
IC
310
Inscription Capital
Texas
$418K
VPIM
311
Vanguard Personalized Indexing Management
California
$417K
EI
312
Ethic Inc
New York
$416K
CAM
313
Concorde Asset Management
Michigan
$414K
BFA
314
Beacon Financial Advisory
Ohio
$408K
FIA
315
Foundations Investment Advisors
Arizona
$404K
SSWM
316
Sheets Smith Wealth Management
North Carolina
$401K
FCM
317
Fieldview Capital Management
Michigan
$399K
WIM
318
Warwick Investment Management
Texas
$397K
SRSA
319
S.R. Schill & Associates
Washington
$392K
WWG
320
West Wealth Group
California
$392K
WIA
321
World Investment Advisors
California
$390K
HFO
322
Heritage Family Offices
Arizona
$390K
NB
323
Norinchukin Bank
Japan
$381K
IAG
324
Investmark Advisory Group
Connecticut
$377K
PIA
325
Panoramic Investment Advisors
Colorado
$377K