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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
CAU
351
Caxton Associates (UK)
$311K +$307K +6,611 New
PAS
352
Park Avenue Securities
New York
$310K -$72.9K -1,572 -19%
OWA
353
Octavia Wealth Advisors
Ohio
$309K -$121K -2,612 -29%
BFO
354
Biltmore Family Office
North Carolina
$307K +$301K +6,488 New
Vontobel Holding
355
Vontobel Holding
Switzerland
$303K +$298K +6,432 New
BC
356
BDFS Capital
Delaware
$295K +$289K +6,231 New
IAIM
357
International Assets Investment Management
Florida
$294K -$50.1K -1,080 -15%
PMG
358
ProVise Management Group
Florida
$291K -$5.15K -111 -2%
WWM
359
Western Wealth Management
Colorado
$286K +$41.7K +900 +17%
AA
360
Apriem Advisors
California
$281K -$2.64K -57 -0.9%
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$273K -$7.65K -165 -3%
FA
362
Fiduciary Alliance
South Carolina
$271K -$74.7K -1,610 -22%
SA
363
Sanctuary Advisors
Indiana
$268K +$16.8K +363 +7%
NAS
364
Nicolet Advisory Services
Wisconsin
$267K -$15.8K -340 -6%
AF
365
Advisornet Financial
Minnesota
$266K
CF
366
Centaurus Financial
California
$266K +$6.68K +144 +3%
PCA
367
Prosperity Capital Advisors
Ohio
$266K -$91.6K -1,976 -26%
PWS
368
Proactive Wealth Strategies
Georgia
$263K +$259K +5,585 New
MOS
369
MGO One Seven
Ohio
$258K -$4.64K -100 -2%
EWA
370
EP Wealth Advisors
California
$257K +$253K +5,455 New
PI
371
PFG Investments
New York
$252K -$40K -863 -14%
AB
372
Amalgamated Bank
New York
$250K +$2.32K +50 +0.9%
ECM
373
Everence Capital Management
Indiana
$250K +$246K +5,311 New
AB
374
ANB Bank
Colorado
$249K +$245K +5,289 New
SAI
375
Savvy Advisors Inc
New York
$249K +$556 +12 +0.2%