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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
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$1.38M +$507K +10,941 +59%
VOYA Investment Management
202
VOYA Investment Management
Georgia
$1.38M
HIS
203
Harvest Investment Services
Illinois
$1.31M +$991K +21,381 +331%
AT
204
American Trust
Kentucky
$1.3M -$45K -970 -3%
II
205
IFM Investors
Australia
$1.28M +$75K +1,617 +6%
FGA
206
Fortis Group Advisors
New Jersey
$1.28M -$16.8K -363 -1%
NAM
207
Nissay Asset Management
Japan
$1.27M +$109K +2,341 +10%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$1.22M +$1.2M +25,944 New
MML Investors Services
209
MML Investors Services
Massachusetts
$1.21M +$102K +2,199 +9%
PFA
210
Petra Financial Advisors
Colorado
$1.21M -$28.8K -620 -2%
FFA
211
Farther Finance Advisors
California
$1.19M +$123K +2,661 +12%
GWM
212
Geneos Wealth Management
Colorado
$1.18M -$45.1K -972 -4%
WWA
213
WCG Wealth Advisors
Nevada
$1.16M +$80.8K +1,742 +8%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$1.14M +$128K +2,763 +13%
SWGC
215
Summit Wealth Group (Colorado)
Colorado
$1.13M +$999K +21,551 +874%
XT
216
XTX Topco
Cayman Islands
$1.13M -$1.4M -30,136 -56%
FWM
217
Focused Wealth Management
New York
$1.11M -$35.1K -758 -3%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$1.1M -$142K -3,067 -12%
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
$1.08M +$1.06M +22,966 New
DWM
220
Diversify Wealth Management
Utah
$1.05M -$100K -2,158 -9%
AWA
221
A4 Wealth Advisors
North Carolina
$1.04M -$1.44M -31,031 -58%
Cerity Partners
222
Cerity Partners
New York
$1.03M -$815K -17,568 -45%
JSW
223
Journey Strategic Wealth
New Jersey
$1.02M -$700K -15,103 -41%
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$1.01M +$638K +13,762 +177%
Truist Financial
225
Truist Financial
North Carolina
$997K -$20.4K -439 -2%