AHR icon

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
KFAS
501
Keating Financial Advisory Services
Kansas
$2.35K
EW
502
Elyxium Wealth
California
$2.02K
BFS
503
Bare Financial Services
Pennsylvania
$1.98K
KG
504
Kilter Group
New York
$1.98K
NS
505
NBC Securities
Alabama
$1.88K
MAM
506
Marquette Asset Management
Minnesota
$1.79K
Group One Trading
507
Group One Trading
Illinois
$1.65K
FNWA
508
Financial Network Wealth Advisors
Utah
$1.41K
TPCW
509
TD Private Client Wealth
New York
$1.36K
M
510
MOTCO
Texas
$1.27K
FC
511
Financial Consulate
Maryland
$1.13K
QL
512
Quarry LP
New York
$1.13K
MCM
513
MAI Capital Management
Ohio
$1.04K
RF
514
Rossby Financial
Florida
$1.03K
UB
515
UMB Bank
Missouri
$988
ZBNA
516
Zions Bancorporation, National Association
Utah
$988
PA
517
Parallel Advisors
California
$941
SHIM
518
Stone House Investment Management
Pennsylvania
$847
RWM
519
Rialto Wealth Management
New York
$801
PWA
520
Principia Wealth Advisory
Texas
$706
PTC
521
Private Trust Company
Ohio
$659
CPG
522
Cornerstone Planning Group
New Jersey
$649
AAG
523
Armstrong Advisory Group
Massachusetts
$518
CIAM
524
Caitong International Asset Management
Hong Kong
$518
DF
525
Dunhill Financial
United Kingdom
$387