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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
VVP
401
Venture Visionary Partners
Ohio
$222K
GWSG
402
GPS Wealth Strategies Group
Colorado
$220K
CAGAS
403
Capital Advisory Group Advisory Services
Minnesota
$219K
HFM
404
Harvest Fund Management
China
$213K
CAS
405
Coppell Advisory Solutions
Texas
$211K
MMA
406
Miracle Mile Advisors
California
$210K
LS
407
Leelyn Smith
Illinois
$209K
NWA
408
Navis Wealth Advisors
New York
$208K
AFA
409
Amicus Financial Advisors
Texas
$206K
1C
410
111 Capital
France
$205K
BWP
411
Balboa Wealth Partners
Arizona
$200K
PNC Financial Services Group
412
PNC Financial Services Group
Pennsylvania
$178K
CFD
413
Creative Financial Designs
Indiana
$177K
HCA
414
Harbor Capital Advisors
Illinois
$174K
GRP
415
Global Retirement Partners
California
$167K
SA
416
Strategic Advocates
Utah
$165K
SAM
417
Smartleaf Asset Management
Massachusetts
$164K
ETC
418
Exchange Traded Concepts
Oklahoma
$162K
CI
419
CX Institutional
Indiana
$161K
T
420
Tidemark
California
$151K
NWM
421
Nova Wealth Management
Florida
$147K
PIS
422
POM Investment Strategies
North Carolina
$145K
FIA
423
FNY Investment Advisers
New York
$141K
WA
424
WPG Advisers
Maryland
$138K
GFM
425
GF Fund Management
China
$131K