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 |
|---|---|---|---|---|---|
| Peak Financial Advisors LLC | 26,927 | $702.8K | 0.36% | −4,199−13.5% | Reduced |
| Neo Ivy Capital Management | 27,858 | $728.0K | 0.24% | +27,858 | New |
| Deerfield Management Company, L.P. (Series C) | 28,623 | $747.1K | 0.01% | +28,623 | New |
| Captrust Financial Advisors | 28,839 | $752.7K | 0.00% | +28,839 | New |
| Advisory Resource Group | 28,885 | $753.9K | 0.16% | +28,885 | New |
| Prime Capital Investment Advisors, LLC | 28,976 | $756.3K | 0.01% | +28,976 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29,052 | $758.3K | 0.06% | +2,504+9.4% | Added |
| RFG Advisory, LLC | 29,673 | $774.5K | 0.02% | +29,673 | New |
| Mercer Global Advisors Inc | 31,165 | $791.0K | 0.00% | +31,165 | New |
| Arkadios Wealth Advisors | 30,987 | $808.8K | 0.05% | +30,987 | New |
| Beacon Pointe Advisors, LLC | 31,280 | $816.4K | 0.01% | +31,280 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,410 | $819.8K | 0.00% | +23,903+318.4% | Added |
| Perigon Wealth Management, LLC | 33,018 | $861.8K | 0.02% | +33,018 | New |
| Diversify Advisory Services, LLC | 34,634 | $862.0K | 0.05% | +34,634 | New |
| Pictet Asset Management Holding SA | 33,271 | $868.4K | 0.00% | +33,271 | New |
| AE Wealth Management LLC | 33,785 | $881.8K | 0.01% | +33,785 | New |
| Penserra Capital Management LLC | 34,790 | $908.0K | 0.02% | +3,066+9.7% | Added |
| Beacon Capital Management, LLC | 35,725 | $932.4K | 0.13% | +35,725 | New |
| State of Alaska, Department of Revenue | 36,174 | $944.0K | 0.01% | +4,975+15.9% | Added |
| Pensionmark Financial Group, LLC | 36,238 | $945.8K | 0.03% | +36,238 | New |
| SG Americas Securities, LLC | 36,778 | $960.0K | 0.00% | +23,827+184.0% | Added |
| Petra Financial Advisors Inc | 38,684 | $1.01M | 0.67% | +38,684 | New |
| Teacher Retirement System of Texas | 39,905 | $1.04M | 0.00% | +39,905 | New |
| Creative Planning | 40,047 | $1.05M | 0.00% | +40,047 | New |
| Westpac Banking Corp | 40,650 | $1.06M | 0.07% | +40,650 | New |
| J.W. Cole Advisors, Inc. | 41,362 | $1.08M | 0.05% | +41,362 | New |
| Amundi | 44,264 | $1.10M | 0.00% | +44,264 | New |
| Colony Group, LLC | 43,100 | $1.12M | 0.00% | +43,100 | New |
| Zacks Investment Management | 43,270 | $1.13M | 0.01% | +43,270 | New |
| Journey Strategic Wealth LLC | 43,843 | $1.14M | 0.04% | +43,843 | New |
| Corebridge Financial, Inc. | 44,021 | $1.15M | 0.01% | +9,039+25.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,969 | $1.17M | 0.00% | +44,969 | New |
| Private Advisor Group, LLC | 45,698 | $1.19M | 0.01% | +45,698 | New |
| N.E.W. Advisory Services LLC | 45,720 | $1.19M | 0.12% | +45,720 | New |
| Price T Rowe Associates Inc | 46,113 | $1.20M | 0.00% | +25,421+122.9% | Added |
| Systematic Financial Management LP | 46,362 | $1.21M | 0.03% | +46,362 | New |
| Paradigm Financial Partners, LLC | 45,326 | $1.21M | 0.17% | +45,326 | New |
| Teachers Retirement System of the State of Kentucky | 46,923 | $1.23M | 0.01% | +46,923 | New |
| Inscription Capital, LLC | 47,382 | $1.24M | 0.18% | +47,382 | New |
| Twinbeech Capital LP | 47,526 | $1.24M | 0.02% | +47,526 | New |
| Raymond James & Associates | 50,603 | $1.32M | 0.00% | +28,685+130.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 51,561 | $1.35M | 0.00% | +51,561 | New |
| Arete Wealth Advisors, LLC | 52,260 | $1.35M | 0.12% | +52,260 | New |
| PFG Investments, LLC | 52,119 | $1.36M | 0.09% | +52,119 | New |
| Entropy Technologies, LP | 52,234 | $1.36M | 0.14% | +52,234 | New |
| MetLife Investment Management | 52,344 | $1.37M | 0.01% | +33,760+181.7% | Added |
| Schonfeld Strategic Advisors LLC | 52,700 | $1.38M | 0.01% | +52,700 | New |
| HighTower Advisors, LLC | 53,600 | $1.40M | 0.00% | +53,600 | New |
| Mariner, LLC | 53,862 | $1.41M | 0.00% | +53,862 | New |
| Jane Street Group, LLC | 54,484 | $1.42M | 0.00% | +54,484 | New |
| GPS Wealth Strategies Group, LLC | 56,193 | $1.47M | 0.20% | +56,193 | New |
| Raymond James Financial Services Advisors, Inc. | 56,312 | $1.47M | 0.00% | +56,312 | New |
| Resona Asset Management Co.,Ltd. | 57,930 | $1.51M | 0.01% | +31,300+117.5% | Added |
| Dynamic Advisor Solutions LLC | 59,383 | $1.55M | 0.05% | +59,383 | New |
| HSBC Holdings PLC | 61,482 | $1.60M | 0.00% | +61,482 | New |
| Squarepoint Ops LLC | 64,307 | $1.68M | 0.01% | +64,307 | New |
| Cosner Financial Group, LLC | 64,989 | $1.70M | 1.09% | +64,989 | New |
| Citigroup Inc | 66,637 | $1.74M | 0.00% | −148,097−69.0% | Reduced |
| Prelude Capital Management, LLC | 68,434 | $1.79M | 0.14% | −63,262−48.0% | Reduced |
| State of Wisconsin Investment Board | 69,141 | $1.80M | 0.00% | +24,125+53.6% | Added |
| Sigma Planning Corp | 71,905 | $1.88M | 0.06% | +71,905 | New |
| Dark Forest Capital Management LP | 74,054 | $1.93M | 0.25% | +74,054 | New |
| Nicola Wealth Management Ltd. | 55,000 | $1.94M | 0.15% | −10,300−15.8% | Reduced |
| Cobblestone Asset Management LLC | 74,397 | $1.94M | 1.17% | +74,397 | New |
| Ameriprise Financial Inc | 75,608 | $1.97M | 0.00% | +1,308+1.8% | Added |
| Atom Investors LP | 78,187 | $2.04M | 0.21% | +78,187 | New |
| Cetera Investment Advisers | 79,308 | $2.07M | 0.00% | +79,308 | New |
| Invesco Ltd. | 83,611 | $2.18M | 0.00% | +43,458+108.2% | Added |
| Nishkama Capital, LLC | 91,000 | $2.38M | 0.37% | +91,000 | New |
| Janus Henderson Group PLC | 94,112 | $2.46M | 0.00% | +41,755+79.8% | Added |
| First Trust Advisors LP | 95,264 | $2.49M | 0.00% | +95,264 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96,164 | $2.51M | 0.00% | +53,547+125.6% | Added |
| Two Sigma Investments, LP | 98,621 | $2.57M | 0.01% | −36,906−27.2% | Reduced |
| Modern Wealth Management, LLC | 99,637 | $2.60M | 0.16% | +99,637 | New |
| Glass Jacobson Investment Advisors llc | 106,024 | $2.77M | 0.92% | +106,024 | New |
| Rhumbline Advisers | 112,174 | $2.93M | 0.00% | +9,283+9.0% | Added |
| Wells Fargo & Company | 112,869 | $2.95M | 0.00% | +26,837+31.2% | Added |
| EAM Investors, LLC | 121,990 | $3.18M | 0.48% | +121,990 | New |
| State of New Jersey Common Pension Fund D | 132,000 | $3.45M | 0.01% | +48,000+57.1% | Added |
| EverSource Wealth Advisors, LLC | 136,279 | $3.56M | 0.23% | +136,279 | New |
| Resources Investment Advisors, LLC. | 136,331 | $3.56M | 0.04% | +136,331 | New |
| California State Teachers Retirement System | 137,898 | $3.60M | 0.00% | +74,181+116.4% | Added |
| HighPoint Advisor Group LLC | 142,316 | $3.72M | 0.22% | +142,316 | New |
| UBS Group AG | 153,303 | $4.00M | 0.00% | +58,980+62.5% | Added |
| Franklin Resources Inc | 167,185 | $4.13M | 0.00% | +20,174+13.7% | Added |
| Renaissance Technologies LLC | 158,800 | $4.14M | 0.01% | −102,700−39.3% | Reduced |
| Great West Life Assurance Co | 166,050 | $4.33M | 0.01% | +166,050 | New |
| JB Capital LLC | 170,144 | $4.44M | 0.25% | +170,144 | New |
| CWM, LLC | 170,600 | $4.45M | 0.02% | +166,600+4,165.0% | Added |
| Barclays PLC | 178,316 | $4.65M | 0.00% | +102,588+135.5% | Added |
| Merit Financial Group, LLC | 181,237 | $4.73M | 0.11% | +181,237 | New |
| Hilton Capital Management, LLC | 183,039 | $4.78M | 0.37% | +183,039 | New |
| Manning & Napier Advisors LLC | 191,092 | $4.99M | 0.05% | −35,939−15.8% | Reduced |
| Seven Grand Managers, LLC | 200,000 | $5.22M | 1.16% | +130,000+185.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 202,766 | $5.29M | 0.15% | +13,257+7.0% | Added |
| Nomura Asset Management Co Ltd | 204,000 | $5.32M | 0.02% | +123,800+154.4% | Added |
| Gillson Capital LP | 208,872 | $5.45M | 0.50% | +208,872 | New |
| Public Employees Retirement System of Ohio | 212,718 | $5.55M | 0.02% | +212,718 | New |
| Asset Management One Co.,Ltd. | 213,125 | $5.56M | 0.02% | +117,746+123.5% | Added |
| Jump Financial, LLC | 223,193 | $5.83M | 0.12% | +223,193 | New |