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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
NS
501
NBC Securities
Alabama
$1.88K
MAM
502
Marquette Asset Management
Minnesota
$1.79K
Group One Trading
503
Group One Trading
Illinois
$1.65K
FNWA
504
Financial Network Wealth Advisors
Utah
$1.41K
TPCW
505
TD Private Client Wealth
New York
$1.36K
M
506
MOTCO
Texas
$1.27K
FC
507
Financial Consulate
Maryland
$1.13K
QL
508
Quarry LP
New York
$1.13K
MCM
509
MAI Capital Management
Ohio
$1.04K
RF
510
Rossby Financial
Florida
$1.03K
UB
511
UMB Bank
Missouri
$988
ZBNA
512
Zions Bancorporation, National Association
Utah
$988
PA
513
Parallel Advisors
California
$941
SHIM
514
Stone House Investment Management
Pennsylvania
$847
RWM
515
Rialto Wealth Management
New York
$801
PWA
516
Principia Wealth Advisory
Texas
$706
PTC
517
Private Trust Company
Ohio
$659
CPG
518
Cornerstone Planning Group
New Jersey
$649
AAG
519
Armstrong Advisory Group
Massachusetts
$518
DF
520
Dunhill Financial
United Kingdom
$387
QWM
521
Quaker Wealth Management
New Jersey
$236
ACA
522
American Capital Advisory
Idaho
$236
TFA
523
Transamerica Financial Advisors
Florida
$95
MCM
524
MV Capital Management
Maryland
$48
TC
525
Truvestments Capital
Florida
$33