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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
WMA
376
West Michigan Advisors
Michigan
$243K
NG
377
Norden Group
Utah
$243K
AWA
378
Aquire Wealth Advisors
Utah
$242K
ADL
379
Asset Dedication LLC
California
$242K
SCM
380
Saxony Capital Management
Missouri
$241K
SHFC
381
Safe Harbor Family Capital
North Carolina
$241K
LFAS
382
Level Four Advisory Services
Texas
$239K
CWMK
383
Caliber Wealth Management (Kansas)
Kansas
$238K
DWM
384
Denver Wealth Management
Colorado
$237K
GPWA
385
Gaddis Premier Wealth Advisors
Oklahoma
$237K
HIP
386
HUB Investment Partners
Texas
$236K
KIM
387
Kestra Investment Management
Texas
$235K
MGP
388
M&G plc
United Kingdom
$233K
WIA
389
World Investment Advisors
California
$233K
BRWA
390
B. Riley Wealth Advisors
Florida
$233K
Mirae Asset Global Investments
391
Mirae Asset Global Investments
South Korea
$232K
MP
392
Mangrove Partners
Connecticut
$232K
KBC Group
393
KBC Group
Belgium
$230K
Lazard Asset Management
394
Lazard Asset Management
New York
$228K
AssetMark Inc
395
AssetMark Inc
California
$226K
CBA
396
Coastal Bridge Advisors
Connecticut
$223K
VVP
397
Venture Visionary Partners
Ohio
$222K
GWSG
398
GPS Wealth Strategies Group
Colorado
$220K
CAGAS
399
Capital Advisory Group Advisory Services
Minnesota
$219K
HFM
400
Harvest Fund Management
China
$213K