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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
Householder Group Estate & Retirement Specialist, LLC6,470$168.0K0.05%+6,470New
Coppell Advisory Solutions LLC6,217$162.4K0.02%+6,217New
Tower Research Capital LLC (TRC)6,009$156.8K0.00%+6,009New
Sound Income Strategies, LLC5,923$154.6K0.01%+5,923New
Asset Dedication, LLC5,141$134.2K0.01%+5,141New
Sandia Investment Management LP5,000$130.5K0.21%+5,000New
Farther Finance Advisors, LLC4,725$123.3K0.00%+4,725New
AdvisorNet Financial, Inc4,633$120.9K0.01%+4,633New
Proequities, Inc.4,330$114.1K0.01%+4,142+2,203.2%Added
Allworth Financial LP4,112$107.3K0.00%+4,112New
IFP Advisors, Inc4,092$106.8K0.00%+4,092New
Prestige Wealth Management Group LLC4,047$106.6K0.02%+4,047New
Fortitude Family Office, LLC3,125$81.6K0.03%+3,125New
Glen Eagle Advisors, LLC3,113$81.2K0.01%+3,113New
Pathway Financial Advisers, LLC2,911$76.0K0.03%+2,911New
Lazard Asset Management LLC2,733$71.0K0.00%+2,733New
J.Safra Asset Management Corp2,668$69.7K0.01%+2,668New
Mirae Asset Global Investments Co., Ltd.2,537$66.3K0.00%+654+34.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,502$65.3K0.00%+2,502New
Amalgamated Bank2,250$59.0K0.00%00.0%Unchanged
Loomis Sayles & Co L P2,095$55.0K0.00%+2,095New
McIlrath & Eck, LLC2,096$54.7K0.01%+2,096New
Creekmur Asset Management LLC2,078$54.2K0.01%+2,078New
POM Investment Strategies, LLC2,068$54.0K0.04%+2,068New
Kiely Wealth Advisory Group, Inc.2,032$53.0K0.03%00.0%Unchanged
KBC Group NV1,967$51.0K0.00%+1,967New
Rakuten Investment Management, Inc.1,891$49.4K0.00%00.0%Unchanged
Kessler Investment Group, LLC1,842$48.1K0.02%+1,842New
SOA Wealth Advisors, LLC.1,737$45.3K0.01%+1,737New
Tidemark, LLC1,704$44.5K0.02%+1,704New
North Star Investment Management Corp.1,595$41.6K0.00%+1,595New
Jones Financial Companies LLLP1,539$40.2K0.00%+1,539New
Main Street Group, LTD1,363$35.6K0.01%+1,363New
Aspire Private Capital, LLC1,343$35.1K0.01%+1,343New
Quarry LP1,266$33.0K0.01%+1,266New
TD Capital Management LLC1,187$31.0K0.00%+1,187New
Pineridge Advisors LLC1,110$29.0K0.01%+1,110New
Bryn Mawr Trust Co1,060$27.7K0.00%+1,060New
Kozak & Associates, Inc.1,088$27.6K0.01%+1,088New
Financial Avengers, Inc.926$24.2K0.01%+926New
Principal Securities, Inc.924$24.1K0.00%+115+14.2%Added
New England Capital Financial Advisors LLC879$22.9K0.01%+879New
Versant Capital Management, Inc867$22.6K0.01%+867New
Salem Investment Counselors Inc854$22.5K0.00%+854New
Richard W. Paul & Associates, LLC859$22.4K0.01%+859New
GHP Investment Advisors, Inc.854$22.3K0.00%+854New
Tucker Asset Management LLC848$22.1K0.01%+848New
Darwin Advisors, LLC833$21.7K0.01%+833New
Strategic Investment Solutions, Inc.813$21.2K0.01%+813New
Harbor Capital Advisors, Inc.796$21.0K0.00%+796New
Signaturefd, LLC772$20.1K0.00%+772New
Huntington National Bank734$19.2K0.00%+734New
Global Retirement Partners, LLC694$18.1K0.00%+694New
Oliver Lagore Vanvalin Investment Group614$16.0K0.00%+614New
CoreCap Advisors, LLC613$16.0K0.00%+613New
Assetmark, Inc607$15.8K0.00%+585+2,659.1%Added
Sanctuary Wealth Management, L.L.C.579$15.1K0.01%+579New
Tradewinds Capital Management, LLC563$14.7K0.00%+563New
GAMMA Investing LLC484$12.6K0.00%+484New
Archer Investment Corp465$12.1K0.00%+465New
Center for Financial Planning, Inc.432$11.3K0.00%+432New
Sterling Capital Management LLC283$7.39K0.00%+283New
US Bancorp212$5.53K0.00%+212New
The PNC Financial Services Group, Inc.173$4.52K0.00%+173New
Rothschild Investment LLC80$2.09K0.00%+70+700.0%Added
GeoWealth Management, LLC40$1.04K0.00%+40New
Quadrant Capital Group LLC37$9660.00%+37New
Massmutual Trust Co FSB20$5220.00%+20New
Covestor Ltd6$00.00%+6New
Lasalle Investment Management Securities LLC0$00.00%−1,376,021−100.0%Sold out
Adelante Capital Management LLC0$00.00%−835,832−100.0%Sold out
Marshall Wace, LLP0$00.00%−310,677−100.0%Sold out
AXA S.A.0$00.00%−171,191−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−82,242−100.0%Sold out
Alpine Global Management, LLC0$00.00%−63,798−100.0%Sold out
Shay Capital LLC0$00.00%−60,000−100.0%Sold out
Vestcor Inc0$00.00%−54,400−100.0%Sold out
Quadrature Capital Ltd0$00.00%−24,978−100.0%Sold out
Harbert Fund Advisors, Inc.0$00.00%−12,500−100.0%Sold out
Semmax Financial Advisors Inc.0$00.00%−3,096−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−987−100.0%Sold out
Concord Wealth Partners0$00.00%−22−100.0%Sold out
BlackRock Inc.––––Not filed
Hazelview Securities Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed