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American Healthcare REIT

527 hedge funds and large institutions have $8.41B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 120 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
527
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
CAS
401
Coppell Advisory Solutions
Texas
$211K
MMA
402
Miracle Mile Advisors
California
$210K
LS
403
Leelyn Smith
Illinois
$209K
NWA
404
Navis Wealth Advisors
New York
$208K
AFAL
405
Amicus Financial Advisors, LLC
Texas
$206K
1C
406
111 Capital
France
$205K
BWP
407
Balboa Wealth Partners
Arizona
$200K
PNC Financial Services Group
408
PNC Financial Services Group
Pennsylvania
$178K
CFD
409
Creative Financial Designs
Indiana
$177K
HCA
410
Harbor Capital Advisors
Illinois
$174K
GRP
411
Global Retirement Partners
California
$167K
SA
412
Strategic Advocates
Utah
$165K
SAM
413
Smartleaf Asset Management
Massachusetts
$164K
ETC
414
Exchange Traded Concepts
Oklahoma
$162K
CI
415
CX Institutional
Indiana
$161K
T
416
Tidemark
California
$151K
NWM
417
Nova Wealth Management
Florida
$147K
PIS
418
POM Investment Strategies
North Carolina
$145K
FIA
419
FNY Investment Advisers
New York
$141K
WA
420
WPG Advisers
Maryland
$138K
GFM
421
GF Fund Management
China
$131K
NFSG
422
Newbridge Financial Services Group
Florida
$129K
TCM
423
Triumph Capital Management
Colorado
$123K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$122K
FG
425
Franchise GP
$121K