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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
CAG
301
Csenge Advisory Group
Florida
$454K
PFA
302
Pure Financial Advisors
California
$449K
LAM
303
Lifestyle Asset Management
Texas
$446K
AWM
304
Apollon Wealth Management
South Carolina
$441K
RA
305
RFG Advisory
Alabama
$435K
SAG
306
SageView Advisory Group
California
$431K
GVAG
307
Great Valley Advisor Group
Delaware
$418K
IC
308
Inscription Capital
Texas
$418K
VPIM
309
Vanguard Personalized Indexing Management
California
$417K
EI
310
Ethic Inc
New York
$416K
CAM
311
Concorde Asset Management
Michigan
$414K
BFA
312
Beacon Financial Advisory
Ohio
$408K
FIA
313
Foundations Investment Advisors
Arizona
$404K
SSWM
314
Sheets Smith Wealth Management
North Carolina
$401K
FCM
315
Fieldview Capital Management
Michigan
$399K
WIM
316
Warwick Investment Management
Texas
$397K
SRSA
317
S.R. Schill & Associates
Washington
$392K
WWG
318
West Wealth Group
California
$392K
WIA
319
World Investment Advisors
California
$390K
HFO
320
Heritage Family Offices
Arizona
$390K
NB
321
Norinchukin Bank
Japan
$381K
IAG
322
Investmark Advisory Group
Connecticut
$377K
PIA
323
Panoramic Investment Advisors
Colorado
$377K
DTL
324
Dynamic Technology Lab
Singapore
$372K
AWM
325
Atticus Wealth Management
Florida
$368K