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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 7,971 | $226.5K | 0.01% | −10,647−57.2% | Reduced |
| Nwam LLC | 8,006 | $227.5K | 0.01% | −862−9.7% | Reduced |
| West Wealth Group, LLC | 8,100 | $230.2K | 0.07% | −2,212−21.5% | Reduced |
| Park Avenue Securities LLC | 8,161 | $232.0K | 0.00% | −2,796−25.5% | Reduced |
| Soltis Investment Advisors LLC | 8,215 | $233.5K | 0.02% | +12+0.1% | Added |
| Cornerstone Investment Partners, LLC | 8,281 | $235.3K | 0.01% | +11+0.1% | Added |
| Lion Street Advisors, LLC | 8,332 | $236.8K | 0.08% | −1,853−18.2% | Reduced |
| S. R. Schill & Associates | 8,339 | $237.0K | 0.20% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,346 | $237.2K | 0.00% | −12,981−60.9% | Reduced |
| Quadrature Capital Ltd | 8,410 | $238.9K | 0.00% | +8,410 | New |
| Pure Financial Advisors, Inc. | 8,555 | $243.1K | 0.01% | −4,807−36.0% | Reduced |
| Cooper Financial Group | 9,546 | $245.9K | 0.03% | +9,546 | New |
| Envestnet Portfolio Solutions, Inc. | 8,778 | $249.5K | 0.00% | −798−8.3% | Reduced |
| Sound Income Strategies, LLC | 8,834 | $251.1K | 0.02% | +2,911+49.1% | Added |
| Sanctuary Advisors, LLC | 8,784 | $252.9K | 0.00% | −1,477−14.4% | Reduced |
| Ameriflex Group, Inc. | 9,175 | $259.6K | 0.12% | +9,175 | New |
| Elios Financial Group Inc. | 9,165 | $260.5K | 0.12% | −1,604−14.9% | Reduced |
| Foundations Investment Advisors, LLC | 9,314 | $264.7K | 0.01% | −12,430−57.2% | Reduced |
| AQR Capital Management LLC | 9,357 | $265.9K | 0.00% | +9,357 | New |
| Becker Capital Management Inc | 9,381 | $269.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,472 | $269.2K | 0.00% | −21,808−69.7% | Reduced |
| TownSquare Capital, LLC | 9,481 | $269.5K | 0.00% | −1,165−10.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,612 | $273.2K | 0.00% | −8,319−46.4% | Reduced |
| Octavia Wealth Advisors, LLC | 9,625 | $275.9K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 9,731 | $276.6K | 0.01% | −7,966−45.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,768 | $277.6K | 0.02% | −19,284−66.4% | Reduced |
| Great Valley Advisor Group, Inc. | 9,782 | $278.0K | 0.01% | −3,350−25.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 9,805 | $278.7K | 0.04% | −8,596−46.7% | Reduced |
| Jain Global LLC | 9,831 | $279.4K | 0.01% | +9,831 | New |
| Integrated Advisors Network LLC | 9,888 | $281.0K | 0.01% | −6,117−38.2% | Reduced |
| Fulcrum Equity Management | 9,905 | $281.5K | 0.28% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,963 | $285.9K | 0.01% | +60+0.6% | Added |
| Fiduciary Alliance LLC | 10,170 | $289.0K | 0.03% | +754+8.0% | Added |
| Stratos Wealth Partners, LTD. | 10,179 | $289.3K | 0.00% | −6,667−39.6% | Reduced |
| Accel Wealth Management | 10,306 | $292.9K | 0.11% | +10,306 | New |
| Mercer Global Advisors Inc | 10,577 | $300.6K | 0.00% | −20,588−66.1% | Reduced |
| CI Private Wealth, LLC | 10,593 | $301.1K | 0.00% | −2,061−16.3% | Reduced |
| CIBC Private Wealth Group, LLC | 10,658 | $301.9K | 0.00% | +50.0% | Added |
| Xponance, Inc. | 11,019 | $313.2K | 0.00% | +11,019 | New |
| HRC Wealth Management, LLC | 11,142 | $316.7K | 0.19% | +11,142 | New |
| Lifestyle Asset Management, Inc. | 11,286 | $320.7K | 0.17% | −11,022−49.4% | Reduced |
| Integrated Wealth Concepts LLC | 11,421 | $324.6K | 0.00% | +2,386+26.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $325.1K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11,571 | $327.8K | 0.05% | +5,354+86.1% | Added |
| M&T Bank Corp | 11,629 | $330.5K | 0.00% | +2,775+31.3% | Added |
| First Heartland Consultants, Inc. | 11,799 | $335.3K | 0.03% | +1,239+11.7% | Added |
| Bailard, Inc. | 11,800 | $335.4K | 0.01% | +11,800 | New |
| Mackenzie Financial Corp | 11,840 | $336.5K | 0.00% | +11,840 | New |
| Investmark Advisory Group LLC | 12,331 | $350.5K | 0.17% | +1,768+16.7% | Added |
| Golden State Wealth Management, LLC | 12,418 | $352.9K | 0.05% | +12,418 | New |
| Anson Capital, Inc. | 12,438 | $353.5K | 0.31% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 13,005 | $354.0K | 0.07% | +13,005 | New |
| Ameritas Advisory Services, LLC | 12,581 | $357.6K | 0.01% | +3,110+32.8% | Added |
| Selective Wealth Management, Inc. | 13,128 | $359.3K | 0.15% | +13,128 | New |
| Castleview Partners, LLC | 13,050 | $362.1K | 0.19% | −5,885−31.1% | Reduced |
| OneAscent Financial Services LLC | 13,050 | $371.0K | 0.03% | +13,050 | New |
| Two Sigma Advisers, LP | 13,100 | $372.3K | 0.00% | +3,700+39.4% | Added |
| Vontobel Holding Ltd. | 13,475 | $383.0K | 0.00% | +13,475 | New |
| Creative Financial Designs Inc | 13,601 | $386.5K | 0.03% | +3,372+33.0% | Added |
| Keystone Financial Services | 13,794 | $392.0K | 0.15% | −5,096−27.0% | Reduced |
| Change Path, LLC | 13,854 | $393.7K | 0.01% | −5,282−27.6% | Reduced |
| Heritage Family Offices, LLP | 13,881 | $394.5K | 0.20% | −9,747−41.3% | Reduced |
| Janney Montgomery Scott LLC | 13,915 | $395.0K | 0.00% | +533+4.0% | Added |
| Benjamin Edwards Inc | 13,924 | $395.6K | 0.01% | +455+3.4% | Added |
| CIBC World Markets Inc. | 14,112 | $401.0K | 0.00% | −752−5.1% | Reduced |
| FLC Capital Advisors | 14,144 | $402.0K | 0.09% | −6,500−31.5% | Reduced |
| Golden State Equity Partners | 14,145 | $402.0K | 0.08% | −1,402−9.0% | Reduced |
| Carlson Capital Management | 14,227 | $404.3K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 14,229 | $404.4K | 0.00% | +2,019+16.5% | Added |
| CIBC World Markets Corp | 14,230 | $404.4K | 0.00% | +14,230 | New |
| SageView Advisory Group, LLC | 14,594 | $414.8K | 0.02% | +5,908+68.0% | Added |
| Panoramic Investment Advisors, LLC | 14,622 | $415.6K | 0.27% | −1,335−8.4% | Reduced |
| Landscape Capital Management, L.L.C. | 14,735 | $418.8K | 0.04% | +14,735 | New |
| Harvest Fund Management Co., Ltd | 14,756 | $419.0K | 0.02% | +6,960+89.3% | Added |
| Spire Wealth Management | 14,744 | $419.0K | 0.01% | +14,744 | New |
| Allworth Financial LP | 14,928 | $421.7K | 0.00% | +10,816+263.0% | Added |
| Jump Financial, LLC | 15,082 | $428.6K | 0.01% | −208,111−93.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,907 | $452.1K | 0.01% | +7,842+97.2% | Added |
| WCG Wealth Advisors LLC | 16,171 | $460.0K | 0.03% | +16,171 | New |
| Brinker Capital Investments, LLC | 16,448 | $467.5K | 0.00% | −2,678−14.0% | Reduced |
| Orion Portfolio Solutions, LLC | 16,448 | $467.5K | 0.00% | −2,678−14.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,960 | $482.0K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 17,092 | $485.8K | 0.01% | +3,535+26.1% | Added |
| Moloney Securities Asset Management, LLC | 17,097 | $485.9K | 0.07% | −1,312−7.1% | Reduced |
| Baldwin Brothers Inc | 17,373 | $493.7K | 0.03% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 17,404 | $494.6K | 0.34% | −21,280−55.0% | Reduced |
| BCJ Capital Management, LLC | 17,965 | $510.6K | 0.04% | −1,875−9.5% | Reduced |
| Westwood Holdings Group Inc. | 18,508 | $526.0K | 0.00% | −462−2.4% | Reduced |
| Victory Capital Management Inc | 18,756 | $533.0K | 0.00% | +2,026+12.1% | Added |
| Cypress Wealth Services, LLC | 19,239 | $546.8K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 19,334 | $549.5K | 0.03% | +28+0.1% | Added |
| Harbour Investments, Inc. | 19,414 | $551.7K | 0.02% | −170−0.9% | Reduced |
| AE Wealth Management LLC | 19,901 | $565.6K | 0.00% | −13,884−41.1% | Reduced |
| Atria Wealth Solutions, Inc. | 20,164 | $575.7K | 0.01% | −2,657−11.6% | Reduced |
| Cresset Asset Management, LLC | 20,394 | $584.7K | 0.00% | +20,394 | New |
| RFG Advisory, LLC | 20,919 | $594.5K | 0.02% | −8,754−29.5% | Reduced |
| Diversify Wealth Management, LLC | 22,175 | $603.6K | 0.05% | −947−4.1% | Reduced |
| MML Investors Services, LLC | 21,452 | $610.0K | 0.00% | −1,485−6.5% | Reduced |
| GWM Advisors LLC | 21,498 | $611.0K | 0.00% | −2,239−9.4% | Reduced |
| Strategic Blueprint, LLC | 21,622 | $614.5K | 0.04% | −3,794−14.9% | Reduced |