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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
AAS
326
Ameritas Advisory Services
Nebraska
$367K
MA
327
Mutual Advisors
Nebraska
$367K
MAM
328
Meeder Asset Management
Ohio
$367K
KA
329
Kovack Advisors
Florida
$365K
CW
330
CreativeOne Wealth
Kansas
$360K
IAN
331
Integrated Advisors Network
Texas
$352K
CWM
332
Cornerstone Wealth Management
Missouri
$350K
AIFS
333
A&I Financial Services
Colorado
$349K
IA
334
Integrity Alliance
Iowa
$348K
BEI
335
Benjamin Edwards Inc
Missouri
$347K
TCM
336
Tran Capital Management
California
$346K
AC
337
Anson Capital
Georgia
$342K
Connor, Clark & Lunn Investment Management (CC&L)
338
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K
EH
339
Equitable Holdings
New York
$339K
PFPG
340
Pinnacle Financial Partners (Georgia)
Georgia
$339K
YCM
341
Yousif Capital Management
Michigan
$338K
SCM
342
Schnieders Capital Management
California
$330K
BCM
343
Brookstone Capital Management
Illinois
$327K
IA
344
IFP Advisors
Florida
$323K
SIA
345
Soltis Investment Advisors
Utah
$321K
SMC
346
Smith, Moore & Co
Missouri
$316K
SCM
347
Sterling Capital Management
North Carolina
$316K
JFG
348
Jefferies Financial Group
New York
$312K
CAU
349
Caxton Associates (UK)
$311K
PAS
350
Park Avenue Securities
New York
$310K