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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
LAM
301
Lifestyle Asset Management
Texas
$446K
AWM
302
Apollon Wealth Management
South Carolina
$441K
RA
303
RFG Advisory
Alabama
$435K
SAG
304
SageView Advisory Group
California
$431K
GVAG
305
Great Valley Advisor Group
Delaware
$418K
IC
306
Inscription Capital
Texas
$418K
VPIM
307
Vanguard Personalized Indexing Management
California
$417K
EI
308
Ethic Inc
New York
$416K
CAM
309
Concorde Asset Management
Michigan
$414K
BFA
310
Beacon Financial Advisory
Ohio
$408K
FIA
311
Foundations Investment Advisors
Arizona
$404K
SSWM
312
Sheets Smith Wealth Management
North Carolina
$401K
FCM
313
Fieldview Capital Management
Michigan
$399K
WIM
314
Warwick Investment Management
Texas
$397K
SRSA
315
S.R. Schill & Associates
Washington
$392K
WWG
316
West Wealth Group
California
$392K
HFO
317
Heritage Family Offices
Arizona
$390K
NB
318
Norinchukin Bank
Japan
$381K
IAG
319
Investmark Advisory Group
Connecticut
$377K
PIA
320
Panoramic Investment Advisors
Colorado
$377K
DTL
321
Dynamic Technology Lab
Singapore
$372K
AWM
322
Atticus Wealth Management
Florida
$368K
AAS
323
Ameritas Advisory Services
Nebraska
$367K
MA
324
Mutual Advisors
Nebraska
$367K
MAM
325
Meeder Asset Management
Ohio
$367K