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American Healthcare REIT

528 hedge funds and large institutions have $8.43B invested in American Healthcare REIT in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 186 increasing their positions, 161 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: 186 | Existing positions reduced: 161

11.54% more ownership

Funds ownership: 89.53%101.07% (+12%)

Holders
528
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
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M
AF
177
Allworth Financial
California
$2.03M
AWA
178
Arkadios Wealth Advisors
Georgia
$1.99M
MGP
179
Metis Global Partners
California
$1.97M
Creative Planning
180
Creative Planning
Kansas
$1.91M
SOS
181
Silver Oak Securities
Tennessee
$1.9M
SMDAM
182
Sumitomo Mitsui DS Asset Management
Japan
$1.9M
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$1.89M
NA
184
NewEdge Advisors
Louisiana
$1.84M
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$1.82M
WBC
186
Westpac Banking Corp
Australia
$1.8M
KK
187
KLP Kapitalforvaltning
Norway
$1.79M
LM
188
Lincluden Management
Ontario, Canada
$1.77M
PFS
189
Prospera Financial Services
Texas
$1.72M
WG
190
Winton Group
United Kingdom
$1.66M
UM
191
UniSuper Management
Australia
$1.63M
DAS
192
Diversify Advisory Services
Utah
$1.59M
Marshall Wace
193
Marshall Wace
United Kingdom
$1.58M
VAS
194
Vestmark Advisory Solutions
Massachusetts
$1.57M
SC
195
Scotia Capital
Ontario, Canada
$1.52M
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$1.47M
PAG
197
Private Advisor Group
New Jersey
$1.46M
ProShare Advisors
198
ProShare Advisors
Maryland
$1.46M
EAM
199
Erste Asset Management
Austria
$1.4M
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$1.38M