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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
SSWM
376
Smith Salley Wealth Management
North Carolina
$246K
FHC
377
First Heartland Consultants
Missouri
$246K
P
378
&Partners
Tennessee
$245K
A
379
AlphaQuest
New York
$244K
WMA
380
West Michigan Advisors
Michigan
$243K
NG
381
Norden Group
Utah
$243K
AWA
382
Aquire Wealth Advisors
Utah
$242K
ADL
383
Asset Dedication LLC
California
$242K
SCM
384
Saxony Capital Management
Missouri
$241K
GHI
385
Gross & Hartman Investments
Pennsylvania
$241K
SHFC
386
Safe Harbor Family Capital
North Carolina
$241K
LFAS
387
Level Four Advisory Services
Texas
$239K
CWMK
388
Caliber Wealth Management (Kansas)
Kansas
$238K
DWM
389
Denver Wealth Management
Colorado
$237K
GPWA
390
Gaddis Premier Wealth Advisors
Oklahoma
$237K
HIP
391
HUB Investment Partners
Texas
$236K
KIM
392
Kestra Investment Management
Texas
$235K
MGP
393
M&G plc
United Kingdom
$233K
BRWA
394
B. Riley Wealth Advisors
Florida
$233K
Mirae Asset Global Investments
395
Mirae Asset Global Investments
South Korea
$232K
MP
396
Mangrove Partners
Connecticut
$232K
KBC Group
397
KBC Group
Belgium
$230K
Lazard Asset Management
398
Lazard Asset Management
New York
$228K
AssetMark Inc
399
AssetMark Inc
California
$226K
CBA
400
Coastal Bridge Advisors
Connecticut
$223K