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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
Corient Private Wealth
326
Corient Private Wealth
Florida
$366K
KA
327
Kovack Advisors
Florida
$365K
CW
328
CreativeOne Wealth
Kansas
$360K
IAN
329
Integrated Advisors Network
Texas
$352K
CWM
330
Cornerstone Wealth Management
Missouri
$350K
AIFS
331
A&I Financial Services
Colorado
$349K
IA
332
Integrity Alliance
Iowa
$348K
BEI
333
Benjamin Edwards Inc
Missouri
$347K
TCM
334
Tran Capital Management
California
$346K
AC
335
Anson Capital
Georgia
$342K
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K
EH
337
Equitable Holdings
New York
$339K
PFPG
338
Pinnacle Financial Partners (Georgia)
Georgia
$339K
YCM
339
Yousif Capital Management
Michigan
$338K
SCM
340
Schnieders Capital Management
California
$330K
BCM
341
Brookstone Capital Management
Illinois
$327K
IA
342
IFP Advisors
Florida
$323K
SIA
343
Soltis Investment Advisors
Utah
$321K
SMC
344
Smith, Moore & Co
Missouri
$316K
SCM
345
Sterling Capital Management
North Carolina
$316K
JFG
346
Jefferies Financial Group
New York
$312K
CAU
347
Caxton Associates (UK)
$311K
PAS
348
Park Avenue Securities
New York
$310K
OWA
349
Octavia Wealth Advisors
Ohio
$309K
BFO
350
Biltmore Family Office
North Carolina
$307K