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American Healthcare REIT

532 hedge funds and large institutions have $8.44B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 187 increasing their positions, 163 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:

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
532
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
CAU
351
Caxton Associates (UK)
$311K
PAS
352
Park Avenue Securities
New York
$310K
OWA
353
Octavia Wealth Advisors
Ohio
$309K
BFO
354
Biltmore Family Office
North Carolina
$307K
Vontobel Holding
355
Vontobel Holding
Switzerland
$303K
BC
356
BDFS Capital
Delaware
$295K
IAIM
357
International Assets Investment Management
Florida
$294K
PMG
358
ProVise Management Group
Florida
$291K
WWM
359
Western Wealth Management
Colorado
$286K
AA
360
Apriem Advisors
California
$281K
HCMT
361
Highland Capital Management (Tennessee)
Tennessee
$273K
FA
362
Fiduciary Alliance
South Carolina
$271K
SA
363
Sanctuary Advisors
Indiana
$268K
NAS
364
Nicolet Advisory Services
Wisconsin
$267K
AF
365
Advisornet Financial
Minnesota
$266K
CF
366
Centaurus Financial
California
$266K
PCA
367
Prosperity Capital Advisors
Ohio
$266K
PWS
368
Proactive Wealth Strategies
Georgia
$263K
MOS
369
MGO One Seven
Ohio
$258K
EWA
370
EP Wealth Advisors
California
$257K
PI
371
PFG Investments
New York
$252K
AB
372
Amalgamated Bank
New York
$250K
ECM
373
Everence Capital Management
Indiana
$250K
AB
374
ANB Bank
Colorado
$249K
SAI
375
Savvy Advisors Inc
New York
$249K