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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
KFAS
501
Keating Financial Advisory Services
Kansas
$2.35K +$2.32K +50 New
EW
502
Elyxium Wealth
California
$2.02K +$1.99K +43 New
BFS
503
Bare Financial Services
Pennsylvania
$1.98K -$510 -11 -21%
KG
504
Kilter Group
New York
$1.98K +$1.95K +42 New
NS
505
NBC Securities
Alabama
$1.88K +$185 +4 +11%
MAM
506
Marquette Asset Management
Minnesota
$1.79K
Group One Trading
507
Group One Trading
Illinois
$1.65K +$1.62K +35 New
FNWA
508
Financial Network Wealth Advisors
Utah
$1.41K
TPCW
509
TD Private Client Wealth
New York
$1.36K -$185 -4 -12%
M
510
MOTCO
Texas
$1.27K
FC
511
Financial Consulate
Maryland
$1.13K
QL
512
Quarry LP
New York
$1.13K -$4.96K -107 -82%
MCM
513
MAI Capital Management
Ohio
$1.04K +$1.02K +22 New
RF
514
Rossby Financial
Florida
$1.03K +$1.02K +22 New
UB
515
UMB Bank
Missouri
$988
ZBNA
516
Zions Bancorporation, National Association
Utah
$988 +$974 +21 New
PA
517
Parallel Advisors
California
$941
BWA
518
Basecamp Wealth Advisors
Washington
$894 +$881 +19 New
SHIM
519
Stone House Investment Management
Pennsylvania
$847 +$835 +18 New
RWM
520
Rialto Wealth Management
New York
$801
PWA
521
Principia Wealth Advisory
Texas
$706 +$371 +8 +114%
PTC
522
Private Trust Company
Ohio
$659
CPG
523
Cornerstone Planning Group
New Jersey
$649 +$649 +14 New
AAG
524
Armstrong Advisory Group
Massachusetts
$518
CIAM
525
Caitong International Asset Management
Hong Kong
$518 +$510 +11 New