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American Healthcare REIT

526 hedge funds and large institutions have $8.41B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 119 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
526
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
MAM
501
Marquette Asset Management
Minnesota
$1.79K
Group One Trading
502
Group One Trading
Illinois
$1.65K
FNWA
503
Financial Network Wealth Advisors
Utah
$1.41K
TPCW
504
TD Private Client Wealth
New York
$1.36K
M
505
MOTCO
Texas
$1.27K
FC
506
Financial Consulate
Maryland
$1.13K
QL
507
Quarry LP
New York
$1.13K
MCM
508
MAI Capital Management
Ohio
$1.04K
RF
509
Rossby Financial
Florida
$1.03K
UB
510
UMB Bank
Missouri
$988
ZBNA
511
Zions Bancorporation, National Association
Utah
$988
PA
512
Parallel Advisors
California
$941
SHIM
513
Stone House Investment Management
Pennsylvania
$847
RWM
514
Rialto Wealth Management
New York
$801
PWA
515
Principia Wealth Advisory
Texas
$706
PTC
516
Private Trust Company
Ohio
$659
CPG
517
Cornerstone Planning Group
New Jersey
$649
AAG
518
Armstrong Advisory Group
Massachusetts
$518
DF
519
Dunhill Financial
United Kingdom
$387
QWM
520
Quaker Wealth Management
New Jersey
$236
ACA
521
American Capital Advisory
Idaho
$236
TFA
522
Transamerica Financial Advisors
Florida
$95
MCM
523
MV Capital Management
Maryland
$48
TC
524
Truvestments Capital
Florida
$33
GFA
525
Godfrey Financial Associates
New York
$18