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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
AF
176
Allworth Financial
California
$2.03M
AWA
177
Arkadios Wealth Advisors
Georgia
$1.99M
MGP
178
Metis Global Partners
California
$1.97M
Creative Planning
179
Creative Planning
Kansas
$1.91M
SOS
180
Silver Oak Securities
Tennessee
$1.9M
SMDAM
181
Sumitomo Mitsui DS Asset Management
Japan
$1.9M
GJIA
182
Glass Jacobson Investment Advisors
Maryland
$1.89M
NA
183
NewEdge Advisors
Louisiana
$1.84M
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$1.82M
WBC
185
Westpac Banking Corp
Australia
$1.8M
KK
186
KLP Kapitalforvaltning
Norway
$1.79M
LM
187
Lincluden Management
Ontario, Canada
$1.77M
PFS
188
Prospera Financial Services
Texas
$1.72M
WG
189
Winton Group
United Kingdom
$1.66M
UM
190
UniSuper Management
Australia
$1.63M
DAS
191
Diversify Advisory Services
Utah
$1.59M
Marshall Wace
192
Marshall Wace
United Kingdom
$1.58M
VAS
193
Vestmark Advisory Solutions
Massachusetts
$1.57M
SC
194
Scotia Capital
Ontario, Canada
$1.52M
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$1.47M
PAG
196
Private Advisor Group
New Jersey
$1.46M
ProShare Advisors
197
ProShare Advisors
Maryland
$1.46M
EAM
198
Erste Asset Management
Austria
$1.4M
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$1.38M
VOYA Investment Management
200
VOYA Investment Management
Georgia
$1.38M