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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
SSWM
376
Smith Salley Wealth Management
North Carolina
$246K
FHC
377
First Heartland Consultants
Missouri
$246K
P
378
&Partners
Tennessee
$245K +$241K +5,199 New
A
379
AlphaQuest
New York
$244K -$381K -8,216 -61%
WMA
380
West Michigan Advisors
Michigan
$243K
NG
381
Norden Group
Utah
$243K +$8.07K +174 +3%
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 +$237K +5,115 New
SHFC
386
Safe Harbor Family Capital
North Carolina
$241K +$237K +5,115 New
LFAS
387
Level Four Advisory Services
Texas
$239K +$235K +5,078 New
CWMK
388
Caliber Wealth Management (Kansas)
Kansas
$238K
DWM
389
Denver Wealth Management
Colorado
$237K -$17.3K -372 -7%
GPWA
390
Gaddis Premier Wealth Advisors
Oklahoma
$237K +$234K +5,045 New
HIP
391
HUB Investment Partners
Texas
$236K
KIM
392
Kestra Investment Management
Texas
$235K +$231K +4,990 New
MGP
393
M&G plc
United Kingdom
$233K -$6.86K -148 -3%
BRWA
394
B. Riley Wealth Advisors
Florida
$233K +$229K +4,945 New
Mirae Asset Global Investments
395
Mirae Asset Global Investments
South Korea
$232K +$66.5K +1,433 +41%
MP
396
Mangrove Partners
Connecticut
$232K +$228K +4,923 New
KBC Group
397
KBC Group
Belgium
$230K
Lazard Asset Management
398
Lazard Asset Management
New York
$228K -$1.65M -35,510 -88%
AssetMark Inc
399
AssetMark Inc
California
$226K -$79.6K -1,717 -26%
CBA
400
Coastal Bridge Advisors
Connecticut
$223K -$11K -237 -5%