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American Healthcare REIT

528 hedge funds and large institutions have $8.43B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 186 increasing their positions, 161 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: 186 | Existing positions reduced: 161

11.54% more ownership

Funds ownership: 89.53%101.07% (+12%)

Holders
528
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
HFM
401
Harvest Fund Management
China
$213K
CAS
402
Coppell Advisory Solutions
Texas
$211K
MMA
403
Miracle Mile Advisors
California
$210K
LS
404
Leelyn Smith
Illinois
$209K
NWA
405
Navis Wealth Advisors
New York
$208K
AFA
406
Amicus Financial Advisors
Texas
$206K
1C
407
111 Capital
France
$205K
BWP
408
Balboa Wealth Partners
Arizona
$200K
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$178K
CFD
410
Creative Financial Designs
Indiana
$177K
HCA
411
Harbor Capital Advisors
Illinois
$174K
GRP
412
Global Retirement Partners
California
$167K
SA
413
Strategic Advocates
Utah
$165K
SAM
414
Smartleaf Asset Management
Massachusetts
$164K
ETC
415
Exchange Traded Concepts
Oklahoma
$162K
CI
416
CX Institutional
Indiana
$161K
T
417
Tidemark
California
$151K
NWM
418
Nova Wealth Management
Florida
$147K
PIS
419
POM Investment Strategies
North Carolina
$145K
FIA
420
FNY Investment Advisers
New York
$141K
WA
421
WPG Advisers
Maryland
$138K
GFM
422
GF Fund Management
China
$131K
NFSG
423
Newbridge Financial Services Group
Florida
$129K
TCM
424
Triumph Capital Management
Colorado
$123K
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$122K