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, Q4 2024
Institutional positions in American Healthcare REIT, Inc. as of Dec 31, 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
- 391
- +29 vs. Q3 2024
- Shares held
- 133.9M
- +16.4M (+13.9%) vs. Q3 2024
- Total value
- $3.81B
- +$736.9M (+24.0%) vs. Q3 2024
- New holders
- 76
- 142 more added
- Sold out
- 47
- 133 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $28 | 0.00% | +1 | New |
| GeoWealth Management, LLC | 17 | $483 | 0.00% | −23−57.5% | Reduced |
| Parallel Advisors, LLC | 26 | $739 | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 33 | $938 | 0.00% | +33 | New |
| Quadrant Capital Group LLC | 37 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $2.84K | 0.00% | +20+25.0% | Added |
| Ronald Blue Trust, Inc. | 154 | $4.38K | 0.00% | +154 | New |
| The PNC Financial Services Group, Inc. | 187 | $5.32K | 0.00% | +14+8.1% | Added |
| Hillsdale Investment Management Inc. | 260 | $7.39K | 0.00% | +260 | New |
| US Bancorp | 278 | $7.90K | 0.00% | +66+31.1% | Added |
| Massmutual Trust Co FSB | 335 | $9.52K | 0.00% | +315+1,575.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 387 | $11.0K | 0.00% | −227−37.0% | Reduced |
| GHP Investment Advisors, Inc. | 427 | $12.1K | 0.00% | −427−50.0% | Reduced |
| Center for Financial Planning, Inc. | 432 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 471 | $13.0K | 0.00% | −325−40.8% | Reduced |
| Archer Investment Corp | 465 | $13.2K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 507 | $13.2K | 0.00% | +507 | New |
| CoreCap Advisors, LLC | 563 | $16.0K | 0.00% | −50−8.2% | Reduced |
| Tradewinds Capital Management, LLC | 563 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 579 | $16.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 694 | $19.7K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 695 | $19.7K | 0.01% | +695 | New |
| Huntington National Bank | 751 | $21.3K | 0.00% | +17+2.3% | Added |
| Signaturefd, LLC | 792 | $22.5K | 0.00% | +20+2.6% | Added |
| Dogwood Wealth Management LLC | 798 | $22.7K | 0.01% | +798 | New |
| Van Hulzen Asset Management, LLC | 810 | $23.0K | 0.00% | +810 | New |
| Darwin Advisors, LLC | 833 | $23.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 848 | $24.1K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 859 | $24.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 854 | $24.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 867 | $24.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 867 | $24.6K | 0.01% | +867 | New |
| New England Capital Financial Advisors LLC | 888 | $25.2K | 0.01% | +9+1.0% | Added |
| Bryn Mawr Trust Co | 904 | $25.7K | 0.00% | −156−14.7% | Reduced |
| Main Street Group, LTD | 913 | $25.9K | 0.01% | −450−33.0% | Reduced |
| Financial Avengers, Inc. | 926 | $26.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 988 | $28.1K | 0.00% | +504+104.1% | Added |
| Richardson Capital Management LLC | 1,013 | $28.8K | 0.02% | +1,013 | New |
| Carolina Wealth Advisors, LLC | 1,035 | $29.4K | 0.02% | +1,035 | New |
| Principal Securities, Inc. | 1,042 | $29.6K | 0.00% | +118+12.8% | Added |
| Kozak & Associates, Inc. | 1,088 | $30.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,089 | $30.9K | 0.00% | −450−29.2% | Reduced |
| TD Capital Management LLC | 1,199 | $34.1K | 0.00% | +12+1.0% | Added |
| Fortitude Family Office, LLC | 1,250 | $35.5K | 0.01% | −1,875−60.0% | Reduced |
| Decker Retirement Planning Inc. | 1,288 | $36.6K | 0.02% | +1,288 | New |
| Fifth Third Bancorp | 1,362 | $38.7K | 0.00% | +1,362 | New |
| North Star Investment Management Corp. | 1,595 | $45.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,626 | $46.2K | 0.01% | −470−22.4% | Reduced |
| Militia Capital Partners, LP | 1,700 | $48.3K | 0.02% | +1,700 | New |
| Tidemark, LLC | 1,704 | $48.4K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,775 | $50.0K | 0.00% | −320−15.3% | Reduced |
| Kessler Investment Group, LLC | 1,842 | $52.4K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 2,000 | $56.8K | 0.01% | +2,000 | New |
| Indiana Trust & Investment Management CO | 2,012 | $57.2K | 0.02% | +2,012 | New |
| Kiely Wealth Advisory Group, Inc. | 2,032 | $57.9K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2,068 | $58.8K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,078 | $59.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,209 | $62.8K | 0.00% | +2,209 | New |
| Farther Finance Advisors, LLC | 2,238 | $63.6K | 0.00% | −2,487−52.6% | Reduced |
| Sandia Investment Management LP | 2,500 | $71.0K | 0.13% | −2,500−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,502 | $71.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,571 | $73.0K | 0.00% | −162−5.9% | Reduced |
| Assetmark, Inc | 2,615 | $74.3K | 0.00% | +2,008+330.8% | Added |
| Tower Research Capital LLC (TRC) | 2,640 | $75.0K | 0.00% | −3,369−56.1% | Reduced |
| GF Fund Management Co. Ltd. | 2,758 | $78.4K | 0.00% | +2,758 | New |
| Promus Capital, LLC | 3,009 | $85.5K | 0.07% | +3,009 | New |
| FIL Ltd | 3,377 | $96.0K | 0.00% | +3,377 | New |
| Gen-Wealth Partners Inc | 3,744 | $106.4K | 0.05% | −2,873−43.4% | Reduced |
| Proequities, Inc. | 3,972 | $112.2K | 0.01% | −358−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 4,047 | $116.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,207 | $119.0K | 0.09% | −2,263−35.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,236 | $120.6K | 0.00% | +1,699+67.0% | Added |
| AdvisorNet Financial, Inc | 4,633 | $131.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,665 | $132.6K | 0.03% | +4,665 | New |
| Centaurus Financial, Inc. | 4,693 | $133.0K | 0.01% | +4,693 | New |
| IFP Advisors, Inc | 4,683 | $134.4K | 0.00% | +591+14.4% | Added |
| J.Safra Asset Management Corp | 4,799 | $136.0K | 0.01% | +2,131+79.9% | Added |
| Sterling Capital Management LLC | 4,887 | $138.9K | 0.00% | +4,604+1,626.9% | Added |
| Asset Dedication, LLC | 5,141 | $146.1K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 5,185 | $147.0K | 0.00% | +2,935+130.4% | Added |
| Silicon Valley Capital Partners | 5,331 | $151.5K | 0.02% | −1,995−27.2% | Reduced |
| State of Wyoming | 5,900 | $167.7K | 0.02% | −10,185−63.3% | Reduced |
| Nova Wealth Management, Inc. | 6,122 | $174.0K | 0.15% | +6,122 | New |
| Group One Trading, L.P. | 6,204 | $176.3K | 0.01% | +6,204 | New |
| SG Americas Securities, LLC | 6,583 | $187.0K | 0.00% | −30,195−82.1% | Reduced |
| KBC Group NV | 6,916 | $197.0K | 0.00% | +4,949+251.6% | Added |
| Mather Group, LLC. | 6,965 | $197.9K | 0.00% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 7,229 | $205.4K | 0.04% | +7,229 | New |
| EP Wealth Advisors, LLC | 7,254 | $206.2K | 0.00% | +7,254 | New |
| Dark Forest Capital Management LP | 7,345 | $208.7K | 0.03% | −66,709−90.1% | Reduced |
| Tran Capital Management, L.P. | 7,350 | $208.9K | 0.02% | +7,350 | New |
| Onyx Bridge Wealth Group LLC | 7,355 | $209.0K | 0.03% | +7,355 | New |
| Cornerstone Wealth Management, LLC | 7,440 | $211.4K | 0.01% | +7,440 | New |
| Medallion Wealth Advisors, LLC | 7,319 | $213.6K | 0.11% | +7,319 | New |
| Allstate Corp | 7,576 | $215.3K | 0.01% | +7,576 | New |
| Lakeview Capital Partners, LLC | 7,752 | $220.3K | 0.05% | −8,021−50.9% | Reduced |
| Atticus Wealth Management, LLC | 7,811 | $222.0K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,971 | $224.5K | 0.01% | −10,647−57.2% | Reduced |
| Larson Financial Group LLC | 7,950 | $225.9K | 0.01% | −4,702−37.2% | Reduced |