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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 573 | $11.7B |
| Q1 2026 | 520 | $8.91B |
| Q4 2025 | 533 | $8.44B |
| Q3 2025 | 449 | $6.36B |
| Q2 2025 | 415 | $5.42B |
| Q1 2025 | 397 | $4.20B |
| Q4 2024 | 391 | $3.81B |
| Q3 2024 | 369 | $3.09B |
| Q2 2024 | 130 | $1.08B |
| Q1 2024 | 104 | $999.9M |
| Q4 2023 | 1 | $546.0K |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 10,560 | $276.0K | 0.03% | +10,560 | New |
| Engineers Gate Manager LP | 10,639 | $277.7K | 0.01% | +10,639 | New |
| TownSquare Capital, LLC | 10,646 | $277.9K | 0.00% | +10,646 | New |
| CIBC Private Wealth Group, LLC | 10,653 | $278.0K | 0.00% | +10,653 | New |
| Elios Financial Group Inc. | 10,769 | $281.1K | 0.13% | +10,769 | New |
| Park Avenue Securities LLC | 10,957 | $286.0K | 0.00% | +10,957 | New |
| Sanctuary Advisors, LLC | 10,261 | $293.3K | 0.00% | +10,261 | New |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $298.5K | 0.06% | +11,438 | New |
| West Michigan Advisors, LLC | 11,440 | $301.6K | 0.09% | +11,440 | New |
| Cerity Partners LLC | 11,593 | $302.6K | 0.00% | +11,593 | New |
| Triumph Capital Management | 11,822 | $311.5K | 0.11% | +11,822 | New |
| Foundry Partners, LLC | 12,024 | $313.8K | 0.02% | +12,024 | New |
| Steward Partners Investment Advisory, LLC | 12,026 | $313.9K | 0.00% | +12,026 | New |
| My Legacy Advisors, LLC | 12,045 | $314.4K | 0.12% | +12,045 | New |
| Nebula Research & Development LLC | 12,080 | $315.3K | 0.04% | −33,067−73.2% | Reduced |
| Truist Financial Corp | 12,210 | $318.7K | 0.00% | +12,210 | New |
| Anson Capital, Inc. | 12,438 | $324.6K | 0.29% | +12,438 | New |
| Larson Financial Group LLC | 12,652 | $330.2K | 0.02% | +12,652 | New |
| CI Private Wealth, LLC | 12,654 | $330.3K | 0.00% | +12,654 | New |
| Intech Investment Management LLC | 12,746 | $332.7K | 0.00% | +12,746 | New |
| Savant Capital, LLC | 12,940 | $337.7K | 0.00% | +12,940 | New |
| Great Valley Advisor Group, Inc. | 13,132 | $342.7K | 0.01% | +13,132 | New |
| Pure Financial Advisors, Inc. | 13,362 | $348.7K | 0.01% | +13,362 | New |
| Janney Montgomery Scott LLC | 13,382 | $349.0K | 0.00% | +13,382 | New |
| Benjamin Edwards Inc | 13,469 | $351.5K | 0.01% | +13,469 | New |
| Metis Global Partners, LLC | 13,557 | $353.8K | 0.01% | +13,557 | New |
| Van Eck Associates Corp | 14,148 | $363.0K | 0.00% | +14,148 | New |
| Ashton Thomas Private Wealth, LLC | 14,039 | $366.4K | 0.02% | +14,039 | New |
| Carlson Capital Management | 14,227 | $371.3K | 0.02% | +14,227 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,310 | $373.5K | 0.00% | +14,310 | New |
| CIBC World Markets Inc. | 14,864 | $388.0K | 0.00% | −11,547−43.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,160 | $395.7K | 0.14% | +15,160 | New |
| Seven Springs Wealth Group, LLC | 15,312 | $399.6K | 0.15% | +15,312 | New |
| Golden State Equity Partners | 15,547 | $405.8K | 0.06% | +15,547 | New |
| New York Life Investment Management LLC | 15,556 | $406.0K | 0.00% | −4,956−24.2% | Reduced |
| ProShare Advisors LLC | 15,611 | $407.4K | 0.00% | +15,611 | New |
| Harbour Capital Advisors, LLC | 16,795 | $409.5K | 0.09% | +16,795 | New |
| Apollon Wealth Management, LLC | 15,703 | $409.8K | 0.01% | +15,703 | New |
| Lakeview Capital Partners, LLC | 15,773 | $411.7K | 0.07% | +15,773 | New |
| Panoramic Investment Advisors, LLC | 15,957 | $416.5K | 0.29% | +15,957 | New |
| Integrated Advisors Network LLC | 16,005 | $417.7K | 0.02% | +16,005 | New |
| State of Wyoming | 16,085 | $419.8K | 0.06% | +7,390+85.0% | Added |
| Victory Capital Management Inc | 16,730 | $436.7K | 0.00% | +16,730 | New |
| Stratos Wealth Partners, LTD. | 16,846 | $439.7K | 0.01% | +16,846 | New |
| Concorde Asset Management, LLC | 16,897 | $441.0K | 0.25% | +4,297+34.1% | Added |
| United Capital Financial Advisers, LLC | 16,960 | $442.7K | 0.00% | +16,960 | New |
| BNP Paribas Arbitrage, SA | 17,035 | $444.6K | 0.00% | −355,238−95.4% | Reduced |
| Regatta Capital Group, LLC | 17,171 | $448.2K | 0.09% | +17,171 | New |
| Baldwin Brothers Inc | 17,373 | $453.4K | 0.03% | +17,373 | New |
| Wealthcare Advisory Partners LLC | 17,697 | $461.9K | 0.01% | +17,697 | New |
| Capital Asset Advisory Services LLC | 18,618 | $462.5K | 0.02% | +18,618 | New |
| Northwestern Mutual Wealth Management Co | 17,931 | $468.0K | 0.00% | +17,931 | New |
| UniSuper Management Pty Ltd | 18,200 | $475.0K | 0.00% | +18,200 | New |
| XTX Topco Ltd | 18,215 | $475.4K | 0.03% | +18,215 | New |
| Pinkerton Retirement Specialists, LLC | 18,401 | $480.3K | 0.07% | +18,401 | New |
| Moloney Securities Asset Management, LLC | 18,409 | $480.5K | 0.06% | +18,409 | New |
| Axxcess Wealth Management, LLC | 18,618 | $485.9K | 0.01% | +18,618 | New |
| Prospera Financial Services Inc | 18,702 | $488.1K | 0.01% | +18,702 | New |
| Keystone Financial Services | 18,890 | $493.0K | 0.19% | +18,890 | New |
| Castleview Partners, LLC | 18,935 | $494.2K | 0.28% | +18,935 | New |
| Nissay Asset Management Corp | 18,968 | $495.1K | 0.00% | +18,968 | New |
| Westwood Holdings Group Inc. | 18,970 | $495.1K | 0.00% | +18,970 | New |
| IFM Investors Pty Ltd | 18,988 | $495.6K | 0.00% | +18,988 | New |
| Brinker Capital Investments, LLC | 19,126 | $499.2K | 0.00% | +19,126 | New |
| Orion Portfolio Solutions, LLC | 19,126 | $499.2K | 0.00% | +19,126 | New |
| Change Path, LLC | 19,136 | $499.4K | 0.02% | +19,136 | New |
| Cypress Wealth Services, LLC | 19,239 | $502.1K | 0.10% | +19,239 | New |
| Gladstone Institutional Advisory LLC | 19,306 | $503.9K | 0.02% | +19,306 | New |
| Strategic Advocates LLC | 19,318 | $504.2K | 0.18% | +19,318 | New |
| Harbour Investments, Inc. | 19,584 | $511.1K | 0.02% | +19,584 | New |
| BCJ Capital Management, LLC | 19,840 | $517.8K | 0.04% | +19,840 | New |
| Arizona State Retirement System | 19,911 | $519.7K | 0.00% | +1,611+8.8% | Added |
| CIC Wealth, LLC | 20,064 | $523.7K | 0.14% | +20,064 | New |
| Bleakley Financial Group, LLC | 20,123 | $525.2K | 0.02% | +20,123 | New |
| PEAK6 Investments LLC | 20,143 | $525.7K | 0.03% | +20,143 | New |
| Centiva Capital, LP | 20,482 | $534.6K | 0.02% | +20,482 | New |
| FLC Capital Advisors | 20,644 | $538.8K | 0.12% | +20,644 | New |
| Nisa Investment Advisors, LLC | 20,457 | $539.0K | 0.00% | −643−3.0% | Reduced |
| Walleye Capital LLC | 21,327 | $556.6K | 0.01% | −349,603−94.3% | Reduced |
| New York State Common Retirement Fund | 21,500 | $561.1K | 0.00% | −4,800−18.3% | Reduced |
| Foundations Investment Advisors, LLC | 21,744 | $567.5K | 0.01% | +21,744 | New |
| Fortis Group Advisors, LLC | 22,058 | $575.7K | 0.11% | +22,058 | New |
| FJ Capital Management LLC | 22,063 | $575.8K | 0.06% | +7,316+49.6% | Added |
| Manufacturers Life Insurance Company, The | 22,208 | $579.6K | 0.00% | −1,919−8.0% | Reduced |
| Lifestyle Asset Management, Inc. | 22,308 | $582.2K | 0.32% | +22,308 | New |
| Csenge Advisory Group | 23,768 | $584.2K | 0.03% | +23,768 | New |
| Diversify Wealth Management, LLC | 23,122 | $594.0K | 0.06% | −10,580−31.4% | Reduced |
| Atria Wealth Solutions, Inc. | 22,821 | $598.3K | 0.01% | +22,821 | New |
| MML Investors Services, LLC | 22,937 | $599.0K | 0.00% | +22,937 | New |
| RFG Holdings, Inc. | 23,502 | $613.4K | 0.22% | +23,502 | New |
| Heritage Family Offices, LLP | 23,628 | $616.7K | 0.32% | +23,628 | New |
| GWM Advisors LLC | 23,737 | $619.5K | 0.00% | +9,196+63.2% | Added |
| Focused Wealth Management, Inc | 23,789 | $620.9K | 0.09% | +23,789 | New |
| Concurrent Investment Advisors, LLC | 24,607 | $642.2K | 0.02% | +24,607 | New |
| Silver Oak Securities, Inc | 24,688 | $644.9K | 0.07% | +4,108+20.0% | Added |
| Strategic Blueprint, LLC | 25,416 | $663.4K | 0.04% | +25,416 | New |
| Empower Advisory Group, LLC | 26,030 | $679.4K | 0.00% | +26,030 | New |
| Avantax Advisory Services, Inc. | 26,521 | $692.2K | 0.00% | +8,804+49.7% | Added |
| Voya Investment Management LLC | 26,624 | $694.9K | 0.00% | +4,897+22.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,805 | $699.6K | 0.01% | +11,932+80.2% | Added |