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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
AT
451
Avalon Trust
New Mexico
$46.5K -$33.7K -726 -42%
PWA
452
Physician Wealth Advisors
Utah
$44.4K +$325 +7 +0.7%
NSIM
453
North Star Investment Management
Illinois
$43.1K -$31.5K -679 -43%
NECFA
454
New England Capital Financial Advisors
Connecticut
$43K +$232 +5 +0.6%
VCM
455
Versant Capital Management
Arizona
$42.3K +$1.3K +28 +3%
DWM
456
Darwin Wealth Management
Florida
$39.2K
WWM
457
Wolff Wiese Magana
California
$39.2K
IIM
458
IFC & Insurance Marketing
California
$38K +$37.6K +810 New
LFG
459
Larson Financial Group
Missouri
$37.2K -$3.43K -74 -9%
Loomis, Sayles & Company
460
Loomis, Sayles & Company
Massachusetts
$35.8K
Los Angeles Capital Management
461
Los Angeles Capital Management
California
$33.6K +$34.4K +742 New
KAS
462
Kemnay Advisory Services
New York
$29.2K +$28.8K +620 New
GWP
463
Gen-Wealth Partners
Michigan
$27.5K
CA
464
CoreCap Advisors
Michigan
$26.5K -$59.1K -1,274 -69%
TCM
465
Tradewinds Capital Management
Washington
$26.5K
GAFA
466
Garton & Associates Financial Advisors
Kentucky
$26.1K +$25.7K +555 New
SVCP
467
Silicon Valley Capital Partners
California
$24.1K +$139 +3 +0.6%
FA
468
Financial Avengers
California
$23.5K -$19.8K -426 -46%
FGAM
469
Financial Gravity Asset Management
Texas
$22.6K
HIA
470
Harbor Investment Advisory
Maryland
$21.1K +$20.8K +448 New
CFFP
471
Center for Financial Planning
Michigan
$20.3K
UBS AM
472
UBS AM
Illinois
$19.8K -$39M -841,186 -100%
GBT
473
Grove Bank & Trust
Florida
$19.5K -$57.2K -1,234 -75%
MWPCG
474
Measured Wealth Private Client Group
New Hampshire
$18.4K
EB
475
Eastern Bank
Massachusetts
$17.7K +$17.5K +377 New