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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
HIS
201
Harvest Investment Services
Illinois
$1.31M
AT
202
American Trust
Kentucky
$1.3M
II
203
IFM Investors
Australia
$1.28M
FGA
204
Fortis Group Advisors
New Jersey
$1.28M
NAM
205
Nissay Asset Management
Japan
$1.27M
Capstone Investment Advisors
206
Capstone Investment Advisors
New York
$1.22M
MML Investors Services
207
MML Investors Services
Massachusetts
$1.21M
PFA
208
Petra Financial Advisors
Colorado
$1.21M
FFA
209
Farther Finance Advisors
California
$1.19M
GWM
210
Geneos Wealth Management
Colorado
$1.18M
WWA
211
WCG Wealth Advisors
Nevada
$1.16M
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$1.14M
SWGC
213
Summit Wealth Group (Colorado)
Colorado
$1.13M
XT
214
XTX Topco
Cayman Islands
$1.13M
FWM
215
Focused Wealth Management
New York
$1.11M
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$1.1M
Tudor Investment Corp
217
Tudor Investment Corp
Connecticut
$1.08M
DWM
218
Diversify Wealth Management
Utah
$1.05M
AWA
219
A4 Wealth Advisors
North Carolina
$1.04M
Cerity Partners
220
Cerity Partners
New York
$1.03M
JSW
221
Journey Strategic Wealth
New Jersey
$1.02M
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$1.01M
Truist Financial
223
Truist Financial
North Carolina
$997K
PWM
224
Perigon Wealth Management
California
$994K
CIA
225
Concurrent Investment Advisors
Florida
$983K