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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
TRCT
301
Tower Research Capital (TRC)
New York
$455K +$219K +4,722 +95%
CAG
302
Csenge Advisory Group
Florida
$454K -$1.34K -29 -0.3%
PFA
303
Pure Financial Advisors
California
$449K +$31.9K +689 +8%
LAM
304
Lifestyle Asset Management
Texas
$446K
MWA
305
Medallion Wealth Advisors
Connecticut
$444K +$5.43K +117 +1%
AWM
306
Apollon Wealth Management
South Carolina
$441K -$13.6K -294 -3%
RA
307
RFG Advisory
Alabama
$435K -$31.8K -686 -7%
SAG
308
SageView Advisory Group
California
$431K -$8.58K -185 -2%
GVAG
309
Great Valley Advisor Group
Delaware
$418K +$649 +14 +0.2%
IC
310
Inscription Capital
Texas
$418K -$12.8K -276 -3%
VPIM
311
Vanguard Personalized Indexing Management
California
$417K +$20.2K +436 +5%
EI
312
Ethic Inc
New York
$416K -$16.6K -359 -4%
CAM
313
Concorde Asset Management
Michigan
$414K -$190K -4,100 -32%
BFA
314
Beacon Financial Advisory
Ohio
$408K -$98K -2,114 -20%
FIA
315
Foundations Investment Advisors
Arizona
$404K -$53.7K -1,157 -12%
SSWM
316
Sheets Smith Wealth Management
North Carolina
$401K +$93.4K +2,014 +31%
FCM
317
Fieldview Capital Management
Michigan
$399K +$118K +2,540 +43%
WIM
318
Warwick Investment Management
Texas
$397K
SRSA
319
S.R. Schill & Associates
Washington
$392K
WWG
320
West Wealth Group
California
$392K +$2.18K +47 +0.6%
WIA
321
World Investment Advisors
California
$390K +$158K +3,409 +70%
HFO
322
Heritage Family Offices
Arizona
$390K -$5.7K -123 -1%
NB
323
Norinchukin Bank
Japan
$381K +$5.84K +126 +2%
IAG
324
Investmark Advisory Group
Connecticut
$377K +$417 +9 +0.1%
PIA
325
Panoramic Investment Advisors
Colorado
$377K -$31.8K -686 -8%