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American Healthcare REIT, Inc.

AHR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001632970

In the last 90 days, American Healthcare REIT, Inc. insiders filed 0 open-market purchases and 2 sales; 573 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q3 2024

Institutional positions in American Healthcare REIT, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
369
+242 vs. Q2 2024
Shares held
118.2M
+51.0M (+75.8%) vs. Q2 2024
Total value
$3.09B
+$2.10B (+214.2%) vs. Q2 2024
New holders
255
81 more added
Sold out
13
30 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 369 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 1 institutionQ1 2024: 104 institutionsQ2 2024: 130 institutionsQ3 2024: 369 institutionsQ4 2024: 391 institutionsQ1 2025: 397 institutionsQ2 2025: 415 institutionsQ3 2025: 449 institutionsQ4 2025: 533 institutionsQ1 2026: 520 institutionsQ2 2026: 573 institutions
Value heldQ3 2024: $3.09B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $546.0KQ1 2024: $999.9MQ2 2024: $1.08BQ3 2024: $3.09BQ4 2024: $3.81BQ1 2025: $4.20BQ2 2025: $5.42BQ3 2025: $6.36BQ4 2025: $8.44BQ1 2026: $8.91BQ2 2026: $11.7B
Institutions holding AHR and their total value by quarter
QuarterHoldersValue
Q2 2026573$11.7B
Q1 2026520$8.91B
Q4 2025533$8.44B
Q3 2025449$6.36B
Q2 2025415$5.42B
Q1 2025397$4.20B
Q4 2024391$3.81B
Q3 2024369$3.09B
Q2 2024130$1.08B
Q1 2024104$999.9M
Q4 20231$546.0K
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q2 2024.

Institutions holding AHR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd6$00.00%+6New
Massmutual Trust Co FSB20$5220.00%+20New
Quadrant Capital Group LLC37$9660.00%+37New
GeoWealth Management, LLC40$1.04K0.00%+40New
Rothschild Investment LLC80$2.09K0.00%+70+700.0%Added
The PNC Financial Services Group, Inc.173$4.52K0.00%+173New
US Bancorp212$5.53K0.00%+212New
Sterling Capital Management LLC283$7.39K0.00%+283New
Center for Financial Planning, Inc.432$11.3K0.00%+432New
Archer Investment Corp465$12.1K0.00%+465New
GAMMA Investing LLC484$12.6K0.00%+484New
Tradewinds Capital Management, LLC563$14.7K0.00%+563New
Sanctuary Wealth Management, L.L.C.579$15.1K0.01%+579New
Assetmark, Inc607$15.8K0.00%+585+2,659.1%Added
CoreCap Advisors, LLC613$16.0K0.00%+613New
Oliver Lagore Vanvalin Investment Group614$16.0K0.00%+614New
Global Retirement Partners, LLC694$18.1K0.00%+694New
Huntington National Bank734$19.2K0.00%+734New
Signaturefd, LLC772$20.1K0.00%+772New
Harbor Capital Advisors, Inc.796$21.0K0.00%+796New
Strategic Investment Solutions, Inc.813$21.2K0.01%+813New
Darwin Advisors, LLC833$21.7K0.01%+833New
Tucker Asset Management LLC848$22.1K0.01%+848New
GHP Investment Advisors, Inc.854$22.3K0.00%+854New
Richard W. Paul & Associates, LLC859$22.4K0.01%+859New
Salem Investment Counselors Inc854$22.5K0.00%+854New
Versant Capital Management, Inc867$22.6K0.01%+867New
New England Capital Financial Advisors LLC879$22.9K0.01%+879New
Principal Securities, Inc.924$24.1K0.00%+115+14.2%Added
Financial Avengers, Inc.926$24.2K0.01%+926New
Kozak & Associates, Inc.1,088$27.6K0.01%+1,088New
Bryn Mawr Trust Co1,060$27.7K0.00%+1,060New
Pineridge Advisors LLC1,110$29.0K0.01%+1,110New
TD Capital Management LLC1,187$31.0K0.00%+1,187New
Quarry LP1,266$33.0K0.01%+1,266New
Aspire Private Capital, LLC1,343$35.1K0.01%+1,343New
Main Street Group, LTD1,363$35.6K0.01%+1,363New
Jones Financial Companies LLLP1,539$40.2K0.00%+1,539New
North Star Investment Management Corp.1,595$41.6K0.00%+1,595New
Tidemark, LLC1,704$44.5K0.02%+1,704New
SOA Wealth Advisors, LLC.1,737$45.3K0.01%+1,737New
Kessler Investment Group, LLC1,842$48.1K0.02%+1,842New
Rakuten Investment Management, Inc.1,891$49.4K0.00%00.0%Unchanged
KBC Group NV1,967$51.0K0.00%+1,967New
Kiely Wealth Advisory Group, Inc.2,032$53.0K0.03%00.0%Unchanged
POM Investment Strategies, LLC2,068$54.0K0.04%+2,068New
Creekmur Asset Management LLC2,078$54.2K0.01%+2,078New
McIlrath & Eck, LLC2,096$54.7K0.01%+2,096New
Loomis Sayles & Co L P2,095$55.0K0.00%+2,095New
Amalgamated Bank2,250$59.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,502$65.3K0.00%+2,502New
Mirae Asset Global Investments Co., Ltd.2,537$66.3K0.00%+654+34.7%Added
J.Safra Asset Management Corp2,668$69.7K0.01%+2,668New
Lazard Asset Management LLC2,733$71.0K0.00%+2,733New
Pathway Financial Advisers, LLC2,911$76.0K0.03%+2,911New
Glen Eagle Advisors, LLC3,113$81.2K0.01%+3,113New
Fortitude Family Office, LLC3,125$81.6K0.03%+3,125New
Prestige Wealth Management Group LLC4,047$106.6K0.02%+4,047New
IFP Advisors, Inc4,092$106.8K0.00%+4,092New
Allworth Financial LP4,112$107.3K0.00%+4,112New
Proequities, Inc.4,330$114.1K0.01%+4,142+2,203.2%Added
AdvisorNet Financial, Inc4,633$120.9K0.01%+4,633New
Farther Finance Advisors, LLC4,725$123.3K0.00%+4,725New
Sandia Investment Management LP5,000$130.5K0.21%+5,000New
Asset Dedication, LLC5,141$134.2K0.01%+5,141New
Sound Income Strategies, LLC5,923$154.6K0.01%+5,923New
Tower Research Capital LLC (TRC)6,009$156.8K0.00%+6,009New
Coppell Advisory Solutions LLC6,217$162.4K0.02%+6,217New
Householder Group Estate & Retirement Specialist, LLC6,470$168.0K0.05%+6,470New
Gen-Wealth Partners Inc6,617$178.5K0.08%+6,617New
Mather Group, LLC.6,965$181.8K0.00%+6,965New
Silicon Valley Capital Partners7,326$191.2K0.02%+7,326New
Harvest Fund Management Co., Ltd7,796$203.0K0.01%+7,796New
Atticus Wealth Management, LLC7,811$203.9K0.07%+7,811New
Brookstone Capital Management8,007$209.0K0.00%+8,007New
Ameritas Investment Partners, Inc.8,065$210.5K0.01%+1,695+26.6%Added
Atria Investments LLC8,148$212.7K0.00%−2,281−21.9%Reduced
Soltis Investment Advisors LLC8,203$214.1K0.02%+8,203New
Cornerstone Investment Partners, LLC8,270$215.8K0.01%+8,270New
S. R. Schill & Associates8,339$217.6K0.15%+8,339New
Keystone Wealth Services, LLC8,548$223.1K0.06%+8,548New
SageView Advisory Group, LLC8,686$226.7K0.01%+8,686New
Kovack Advisors, Inc.8,791$229.4K0.02%+8,791New
M&T Bank Corp8,854$231.1K0.00%+8,854New
Nwam LLC8,868$231.5K0.01%+8,868New
Retirement Financial Solutions, LLC8,973$234.2K0.10%+8,973New
Integrated Wealth Concepts LLC9,035$235.8K0.00%+9,035New
Two Sigma Advisers, LP9,400$245.3K0.00%+9,400New
Fiduciary Alliance LLC9,416$245.8K0.03%+9,416New
Becker Capital Management Inc9,381$247.2K0.01%+9,381New
Ameritas Advisory Services, LLC9,471$247.2K0.01%+9,471New
Envestnet Portfolio Solutions, Inc.9,576$249.9K0.00%+9,576New
Octavia Wealth Advisors, LLC9,625$253.6K0.03%+9,625New
Mutual Advisors, LLC9,903$256.4K0.01%+9,903New
Fulcrum Equity Management9,905$258.5K0.22%+9,905New
Lion Street Advisors, LLC10,185$265.8K0.09%+10,185New
Creative Financial Designs Inc10,229$267.0K0.02%+10,229New
West Wealth Group, LLC10,312$269.1K0.09%+10,312New
NorthRock Partners, LLC10,412$274.4K0.01%+10,412New
Investmark Advisory Group LLC10,563$275.7K0.13%+10,563New