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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
6.49%
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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$67M +1,444,456 +6%
BlackRock
2
BlackRock
New York
$948M +$77.1M +1,662,474 +9%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$373M -$34.1M -735,792 -8%
Principal Financial Group
4
Principal Financial Group
Iowa
$339M -$80.5M -1,736,874 -19%
State Street
5
State Street
Massachusetts
$335M +$9.67M +208,623 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$290M +$276M +5,961,767 +2,984%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$263M +$22.9M +492,805 +10%
Invesco
8
Invesco
Georgia
$260M +$8.21M +177,033 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$248M +$79.5M +1,715,105 +48%
AllianceBernstein
10
AllianceBernstein
Tennessee
$166M -$62.2M -1,341,287 -28%
WCM Investment Management
11
WCM Investment Management
California
$163M +$158M +3,408,275 New
Prudential Financial
12
Prudential Financial
New Jersey
$162M -$28.8M -620,268 -15%
CIM
13
Centersquare Investment Management
Pennsylvania
$142M -$3.75M -80,971 -3%
Charles Schwab
14
Charles Schwab
California
$138M +$12.8M +276,413 +10%
American Century Companies
15
American Century Companies
Missouri
$126M -$7.31M -157,691 -6%
Norges Bank
16
Norges Bank
Norway
$120M +$119M +2,558,500 New
Federated Hermes
17
Federated Hermes
Pennsylvania
$120M +$67.1M +1,445,987 +130%
Bank of America
18
Bank of America
North Carolina
$119M +$18.5M +399,142 +19%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$112M +$46.3M +999,176 +73%
Deutsche Bank
20
Deutsche Bank
Germany
$111M -$732K -15,777 -0.7%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$101M +$77.9M +1,678,850 +354%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$94.9M +$25.8M +556,603 +38%
N
23
Nuveen
North Carolina
$89.4M +$13.9M +300,200 +19%
Morgan Stanley
24
Morgan Stanley
New York
$85.2M +$23.8M +513,376 +40%
Northern Trust
25
Northern Trust
Illinois
$77.7M -$341K -7,350 -0.4%