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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 19,318 | $504.2K | 0.18% | +19,318 | New |
| Gladstone Institutional Advisory LLC | 19,306 | $503.9K | 0.02% | +19,306 | New |
| Cypress Wealth Services, LLC | 19,239 | $502.1K | 0.10% | +19,239 | New |
| Change Path, LLC | 19,136 | $499.4K | 0.02% | +19,136 | 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 |
| IFM Investors Pty Ltd | 18,988 | $495.6K | 0.00% | +18,988 | New |
| Westwood Holdings Group Inc. | 18,970 | $495.1K | 0.00% | +18,970 | New |
| Nissay Asset Management Corp | 18,968 | $495.1K | 0.00% | +18,968 | New |
| Castleview Partners, LLC | 18,935 | $494.2K | 0.28% | +18,935 | New |
| Keystone Financial Services | 18,890 | $493.0K | 0.19% | +18,890 | New |
| Prospera Financial Services Inc | 18,702 | $488.1K | 0.01% | +18,702 | New |
| Axxcess Wealth Management, LLC | 18,618 | $485.9K | 0.01% | +18,618 | New |
| Moloney Securities Asset Management, LLC | 18,409 | $480.5K | 0.06% | +18,409 | New |
| Pinkerton Retirement Specialists, LLC | 18,401 | $480.3K | 0.07% | +18,401 | New |
| XTX Topco Ltd | 18,215 | $475.4K | 0.03% | +18,215 | New |
| UniSuper Management Pty Ltd | 18,200 | $475.0K | 0.00% | +18,200 | New |
| Northwestern Mutual Wealth Management Co | 17,931 | $468.0K | 0.00% | +17,931 | New |
| Capital Asset Advisory Services LLC | 18,618 | $462.5K | 0.02% | +18,618 | New |
| Wealthcare Advisory Partners LLC | 17,697 | $461.9K | 0.01% | +17,697 | New |
| Baldwin Brothers Inc | 17,373 | $453.4K | 0.03% | +17,373 | New |
| Regatta Capital Group, LLC | 17,171 | $448.2K | 0.09% | +17,171 | New |
| BNP Paribas Arbitrage, SA | 17,035 | $444.6K | 0.00% | −355,238−95.4% | Reduced |
| United Capital Financial Advisers, LLC | 16,960 | $442.7K | 0.00% | +16,960 | New |
| Concorde Asset Management, LLC | 16,897 | $441.0K | 0.25% | +4,297+34.1% | Added |
| Stratos Wealth Partners, LTD. | 16,846 | $439.7K | 0.01% | +16,846 | New |
| Victory Capital Management Inc | 16,730 | $436.7K | 0.00% | +16,730 | New |
| State of Wyoming | 16,085 | $419.8K | 0.06% | +7,390+85.0% | Added |
| Integrated Advisors Network LLC | 16,005 | $417.7K | 0.02% | +16,005 | New |
| Panoramic Investment Advisors, LLC | 15,957 | $416.5K | 0.29% | +15,957 | New |
| Lakeview Capital Partners, LLC | 15,773 | $411.7K | 0.07% | +15,773 | New |
| Apollon Wealth Management, LLC | 15,703 | $409.8K | 0.01% | +15,703 | New |
| Harbour Capital Advisors, LLC | 16,795 | $409.5K | 0.09% | +16,795 | New |
| ProShare Advisors LLC | 15,611 | $407.4K | 0.00% | +15,611 | New |
| New York Life Investment Management LLC | 15,556 | $406.0K | 0.00% | −4,956−24.2% | Reduced |
| Golden State Equity Partners | 15,547 | $405.8K | 0.06% | +15,547 | New |
| Seven Springs Wealth Group, LLC | 15,312 | $399.6K | 0.15% | +15,312 | New |
| Glassy Mountain Advisors, Inc. | 15,160 | $395.7K | 0.14% | +15,160 | New |
| CIBC World Markets Inc. | 14,864 | $388.0K | 0.00% | −11,547−43.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,310 | $373.5K | 0.00% | +14,310 | New |
| Carlson Capital Management | 14,227 | $371.3K | 0.02% | +14,227 | New |
| Ashton Thomas Private Wealth, LLC | 14,039 | $366.4K | 0.02% | +14,039 | New |
| Van Eck Associates Corp | 14,148 | $363.0K | 0.00% | +14,148 | New |
| Metis Global Partners, LLC | 13,557 | $353.8K | 0.01% | +13,557 | New |
| Benjamin Edwards Inc | 13,469 | $351.5K | 0.01% | +13,469 | New |
| Janney Montgomery Scott LLC | 13,382 | $349.0K | 0.00% | +13,382 | New |
| Pure Financial Advisors, Inc. | 13,362 | $348.7K | 0.01% | +13,362 | New |
| Great Valley Advisor Group, Inc. | 13,132 | $342.7K | 0.01% | +13,132 | New |
| Savant Capital, LLC | 12,940 | $337.7K | 0.00% | +12,940 | New |
| Intech Investment Management LLC | 12,746 | $332.7K | 0.00% | +12,746 | New |
| CI Private Wealth, LLC | 12,654 | $330.3K | 0.00% | +12,654 | New |
| Larson Financial Group LLC | 12,652 | $330.2K | 0.02% | +12,652 | New |
| Anson Capital, Inc. | 12,438 | $324.6K | 0.29% | +12,438 | New |
| Truist Financial Corp | 12,210 | $318.7K | 0.00% | +12,210 | New |
| Nebula Research & Development LLC | 12,080 | $315.3K | 0.04% | −33,067−73.2% | Reduced |
| My Legacy Advisors, LLC | 12,045 | $314.4K | 0.12% | +12,045 | New |
| Steward Partners Investment Advisory, LLC | 12,026 | $313.9K | 0.00% | +12,026 | New |
| Foundry Partners, LLC | 12,024 | $313.8K | 0.02% | +12,024 | New |
| Triumph Capital Management | 11,822 | $311.5K | 0.11% | +11,822 | New |
| Cerity Partners LLC | 11,593 | $302.6K | 0.00% | +11,593 | New |
| West Michigan Advisors, LLC | 11,440 | $301.6K | 0.09% | +11,440 | New |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $298.5K | 0.06% | +11,438 | New |
| Sanctuary Advisors, LLC | 10,261 | $293.3K | 0.00% | +10,261 | New |
| Park Avenue Securities LLC | 10,957 | $286.0K | 0.00% | +10,957 | New |
| Elios Financial Group Inc. | 10,769 | $281.1K | 0.13% | +10,769 | New |
| CIBC Private Wealth Group, LLC | 10,653 | $278.0K | 0.00% | +10,653 | New |
| TownSquare Capital, LLC | 10,646 | $277.9K | 0.00% | +10,646 | New |
| Engineers Gate Manager LP | 10,639 | $277.7K | 0.01% | +10,639 | New |
| First Heartland Consultants, Inc. | 10,560 | $276.0K | 0.03% | +10,560 | New |
| Investmark Advisory Group LLC | 10,563 | $275.7K | 0.13% | +10,563 | New |
| NorthRock Partners, LLC | 10,412 | $274.4K | 0.01% | +10,412 | New |
| West Wealth Group, LLC | 10,312 | $269.1K | 0.09% | +10,312 | New |
| Creative Financial Designs Inc | 10,229 | $267.0K | 0.02% | +10,229 | New |
| Lion Street Advisors, LLC | 10,185 | $265.8K | 0.09% | +10,185 | New |
| Fulcrum Equity Management | 9,905 | $258.5K | 0.22% | +9,905 | New |
| Mutual Advisors, LLC | 9,903 | $256.4K | 0.01% | +9,903 | New |
| Octavia Wealth Advisors, LLC | 9,625 | $253.6K | 0.03% | +9,625 | New |
| Envestnet Portfolio Solutions, Inc. | 9,576 | $249.9K | 0.00% | +9,576 | New |
| Ameritas Advisory Services, LLC | 9,471 | $247.2K | 0.01% | +9,471 | New |
| Becker Capital Management Inc | 9,381 | $247.2K | 0.01% | +9,381 | New |
| Fiduciary Alliance LLC | 9,416 | $245.8K | 0.03% | +9,416 | New |
| Two Sigma Advisers, LP | 9,400 | $245.3K | 0.00% | +9,400 | New |
| Integrated Wealth Concepts LLC | 9,035 | $235.8K | 0.00% | +9,035 | New |
| Retirement Financial Solutions, LLC | 8,973 | $234.2K | 0.10% | +8,973 | New |
| Nwam LLC | 8,868 | $231.5K | 0.01% | +8,868 | New |
| M&T Bank Corp | 8,854 | $231.1K | 0.00% | +8,854 | New |
| Kovack Advisors, Inc. | 8,791 | $229.4K | 0.02% | +8,791 | New |
| SageView Advisory Group, LLC | 8,686 | $226.7K | 0.01% | +8,686 | New |
| Keystone Wealth Services, LLC | 8,548 | $223.1K | 0.06% | +8,548 | New |
| S. R. Schill & Associates | 8,339 | $217.6K | 0.15% | +8,339 | New |
| Cornerstone Investment Partners, LLC | 8,270 | $215.8K | 0.01% | +8,270 | New |
| Soltis Investment Advisors LLC | 8,203 | $214.1K | 0.02% | +8,203 | New |
| Atria Investments LLC | 8,148 | $212.7K | 0.00% | −2,281−21.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,065 | $210.5K | 0.01% | +1,695+26.6% | Added |
| Brookstone Capital Management | 8,007 | $209.0K | 0.00% | +8,007 | New |
| Atticus Wealth Management, LLC | 7,811 | $203.9K | 0.07% | +7,811 | New |
| Harvest Fund Management Co., Ltd | 7,796 | $203.0K | 0.01% | +7,796 | New |
| Silicon Valley Capital Partners | 7,326 | $191.2K | 0.02% | +7,326 | New |
| Mather Group, LLC. | 6,965 | $181.8K | 0.00% | +6,965 | New |
| Gen-Wealth Partners Inc | 6,617 | $178.5K | 0.08% | +6,617 | New |