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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
OWA
351
Octavia Wealth Advisors
Ohio
$309K
BFO
352
Biltmore Family Office
North Carolina
$307K
Vontobel Holding
353
Vontobel Holding
Switzerland
$303K
BC
354
BDFS Capital
Delaware
$295K
IAIM
355
International Assets Investment Management
Florida
$294K
PMG
356
ProVise Management Group
Florida
$291K
WWM
357
Western Wealth Management
Colorado
$286K
AA
358
Apriem Advisors
California
$281K
HCMT
359
Highland Capital Management (Tennessee)
Tennessee
$273K
FA
360
Fiduciary Alliance
South Carolina
$271K
SA
361
Sanctuary Advisors
Indiana
$268K
NAS
362
Nicolet Advisory Services
Wisconsin
$267K
AF
363
Advisornet Financial
Minnesota
$266K
CF
364
Centaurus Financial
California
$266K
PCA
365
Prosperity Capital Advisors
Ohio
$266K
PWS
366
Proactive Wealth Strategies
Georgia
$263K
MOS
367
MGO One Seven
Ohio
$258K
EWA
368
EP Wealth Advisors
California
$257K
PI
369
PFG Investments
New York
$252K
AB
370
Amalgamated Bank
New York
$250K
ECM
371
Everence Capital Management
Indiana
$250K
AB
372
ANB Bank
Colorado
$249K
SAI
373
Savvy Advisors Inc
New York
$249K
SSWM
374
Smith Salley Wealth Management
North Carolina
$246K
FHC
375
First Heartland Consultants
Missouri
$246K