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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 22,128 | $628.9K | 0.01% | +6,425+40.9% | Added |
| Nissay Asset Management Corp | 22,120 | $630.0K | 0.00% | +3,152+16.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 22,278 | $633.1K | 0.06% | +22,278 | New |
| Captrust Financial Advisors | 22,645 | $643.6K | 0.00% | −6,194−21.5% | Reduced |
| Perigon Wealth Management, LLC | 23,114 | $663.4K | 0.02% | −9,904−30.0% | Reduced |
| RFG Holdings, Inc. | 23,502 | $667.9K | 0.22% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 23,645 | $672.0K | 0.00% | +23,645 | New |
| Focused Wealth Management, Inc | 23,681 | $673.0K | 0.09% | −108−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,901 | $679.3K | 0.01% | −5,075−17.5% | Reduced |
| Silver Oak Securities, Inc | 24,690 | $699.5K | 0.06% | +20.0% | Added |
| Empower Advisory Group, LLC | 24,733 | $702.9K | 0.00% | −1,297−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 24,820 | $705.4K | 0.02% | +213+0.9% | Added |
| Peak Financial Advisors LLC | 25,113 | $713.7K | 0.37% | −1,814−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,241 | $717.3K | 0.01% | +13,215+109.9% | Added |
| Csenge Advisory Group | 25,322 | $719.7K | 0.04% | +1,554+6.5% | Added |
| Schonfeld Strategic Advisors LLC | 25,400 | $721.9K | 0.00% | −27,300−51.8% | Reduced |
| Seven Springs Wealth Group, LLC | 26,082 | $741.3K | 0.28% | +10,770+70.3% | Added |
| Geneos Wealth Management Inc. | 26,680 | $758.2K | 0.03% | +26,680 | New |
| Beacon Capital Management, LLC | 27,449 | $780.1K | 0.10% | −8,276−23.2% | Reduced |
| PEAK6 LLC | 27,526 | $782.3K | 0.03% | +27,526 | New |
| Avantax Advisory Services, Inc. | 27,545 | $782.8K | 0.00% | +1,024+3.9% | Added |
| Colony Group, LLC | 27,590 | $784.1K | 0.00% | −15,510−36.0% | Reduced |
| Advisory Resource Group | 27,947 | $794.3K | 0.17% | −938−3.2% | Reduced |
| Van Eck Associates Corp | 28,800 | $818.0K | 0.00% | +14,652+103.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,946 | $822.6K | 0.00% | −22,615−43.9% | Reduced |
| Jane Street Group, LLC | 29,266 | $831.7K | 0.00% | −25,218−46.3% | Reduced |
| Fortis Group Advisors, LLC | 29,751 | $845.5K | 0.16% | +7,693+34.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,895 | $878.0K | 0.01% | +4,090+15.3% | Added |
| Private Advisor Group, LLC | 30,972 | $880.2K | 0.00% | −14,726−32.2% | Reduced |
| Cerity Partners LLC | 32,109 | $912.2K | 0.00% | +20,516+177.0% | Added |
| KLP Kapitalforvaltning AS | 31,900 | $913.4K | 0.00% | +31,900 | New |
| Police & Firemen's Retirement System of New Jersey | 32,193 | $914.9K | 0.01% | +32,193 | New |
| Prospera Financial Services Inc | 32,333 | $918.9K | 0.02% | +13,631+72.9% | Added |
| Squarepoint Ops LLC | 33,031 | $938.7K | 0.00% | −31,276−48.6% | Reduced |
| Sigma Planning Corp | 33,273 | $945.6K | 0.03% | −38,632−53.7% | Reduced |
| Harbour Capital Advisors, LLC | 33,715 | $949.8K | 0.21% | +16,920+100.7% | Added |
| Diversify Advisory Services, LLC | 35,070 | $954.6K | 0.05% | +436+1.3% | Added |
| Pensionmark Financial Group, LLC | 33,717 | $958.2K | 0.03% | −2,521−7.0% | Reduced |
| New York State Common Retirement Fund | 34,100 | $969.1K | 0.00% | +12,600+58.6% | Added |
| FJ Capital Management LLC | 34,131 | $970.0K | 0.11% | +12,068+54.7% | Added |
| IFM Investors Pty Ltd | 35,005 | $994.8K | 0.01% | +16,017+84.4% | Added |
| Creative Planning | 35,618 | $1.01M | 0.00% | −4,429−11.1% | Reduced |
| J.W. Cole Advisors, Inc. | 36,714 | $1.04M | 0.04% | −4,648−11.2% | Reduced |
| Paradigm Financial Partners, LLC | 36,948 | $1.05M | 0.13% | −8,378−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 37,405 | $1.07M | 0.00% | +16,948+82.8% | Added |
| Handelsbanken Fonder AB | 38,800 | $1.10M | 0.00% | +38,800 | New |
| Rik Saylor Financial, Inc. | 39,953 | $1.14M | 1.05% | +39,953 | New |
| Gamco Investors, Inc. Et Al | 40,500 | $1.15M | 0.01% | +40,500 | New |
| N.E.W. Advisory Services LLC | 41,543 | $1.18M | 0.11% | −4,177−9.1% | Reduced |
| UniSuper Management Pty Ltd | 42,400 | $1.21M | 0.01% | +24,200+133.0% | Added |
| Voya Investment Management LLC | 42,534 | $1.21M | 0.00% | +15,910+59.8% | Added |
| ProShare Advisors LLC | 42,824 | $1.22M | 0.00% | +27,213+174.3% | Added |
| Journey Strategic Wealth LLC | 42,890 | $1.22M | 0.05% | −953−2.2% | Reduced |
| Intech Investment Management LLC | 43,155 | $1.23M | 0.01% | +30,409+238.6% | Added |
| Zacks Investment Management | 44,044 | $1.25M | 0.01% | +774+1.8% | Added |
| Arizona State Retirement System | 44,049 | $1.25M | 0.01% | +24,138+121.2% | Added |
| Transce3nd, LLC | 43,996 | $1.28M | 0.43% | +43,996 | New |
| Arkadios Wealth Advisors | 45,451 | $1.29M | 0.07% | +14,464+46.7% | Added |
| Pictet Asset Management Holding SA | 46,479 | $1.32M | 0.00% | +13,208+39.7% | Added |
| PFG Investments, LLC | 48,240 | $1.37M | 0.09% | −3,879−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 48,586 | $1.38M | 0.00% | +26,378+118.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,089 | $1.40M | 0.01% | +34,779+243.0% | Added |
| Uniplan Investment Counsel, Inc. | 53,455 | $1.52M | 0.14% | +53,455 | New |
| Cosner Financial Group, LLC | 55,276 | $1.57M | 1.00% | −9,713−14.9% | Reduced |
| Dynamic Advisor Solutions LLC | 55,401 | $1.57M | 0.07% | −3,982−6.7% | Reduced |
| Arete Wealth Advisors, LLC | 57,405 | $1.63M | 0.12% | +5,145+9.8% | Added |
| Cobblestone Asset Management LLC | 57,324 | $1.63M | 1.06% | −17,073−22.9% | Reduced |
| Westpac Banking Corp | 58,978 | $1.68M | 0.11% | +18,328+45.1% | Added |
| Mariner, LLC | 60,461 | $1.72M | 0.00% | +6,599+12.3% | Added |
| Resona Asset Management Co.,Ltd. | 61,236 | $1.74M | 0.01% | +3,306+5.7% | Added |
| GPS Wealth Strategies Group, LLC | 63,569 | $1.81M | 0.23% | +7,376+13.1% | Added |
| Glass Jacobson Investment Advisors llc | 68,666 | $1.95M | 0.64% | −37,358−35.2% | Reduced |
| HighTower Advisors, LLC | 69,983 | $1.99M | 0.00% | +16,383+30.6% | Added |
| State of Alaska, Department of Revenue | 72,799 | $2.07M | 0.02% | +36,625+101.2% | Added |
| Corebridge Financial, Inc. | 75,598 | $2.15M | 0.01% | +31,577+71.7% | Added |
| Capstone Investment Advisors, LLC | 76,418 | $2.17M | 0.02% | +76,418 | New |
| Teachers Retirement System of the State of Kentucky | 76,715 | $2.18M | 0.02% | +29,792+63.5% | Added |
| Prelude Capital Management, LLC | 79,881 | $2.27M | 0.19% | +11,447+16.7% | Added |
| Greenland Capital Management LP | 80,000 | $2.27M | 0.45% | −156,001−66.1% | Reduced |
| Amundi | 81,145 | $2.30M | 0.00% | +36,881+83.3% | Added |
| WPG Advisers, LLC | 84,610 | $2.40M | 2.23% | +84,610 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 86,567 | $2.46M | 0.01% | +41,598+92.5% | Added |
| HighPoint Advisor Group LLC | 92,739 | $2.56M | 0.14% | −49,577−34.8% | Reduced |
| MetLife Investment Management | 95,956 | $2.73M | 0.01% | +43,612+83.3% | Added |
| Ameriprise Financial Inc | 95,974 | $2.73M | 0.00% | +20,366+26.9% | Added |
| Modern Wealth Management, LLC | 97,618 | $2.77M | 0.10% | −2,019−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 98,883 | $2.81M | 0.00% | +81,848+480.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100,817 | $2.84M | 0.00% | +4,653+4.8% | Added |
| First Trust Advisors LP | 100,930 | $2.87M | 0.00% | +5,666+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101,595 | $2.89M | 0.01% | +70,185+223.4% | Added |
| Price T Rowe Associates Inc | 101,764 | $2.89M | 0.00% | +55,651+120.7% | Added |
| Raymond James Financial Inc | 111,290 | $3.16M | 0.00% | +111,290 | New |
| Two Sigma Investments, LP | 111,338 | $3.16M | 0.01% | +12,717+12.9% | Added |
| EAM Investors, LLC | 119,213 | $3.39M | 0.48% | −2,777−2.3% | Reduced |
| Quantbot Technologies LP | 124,839 | $3.55M | 0.13% | −171,978−57.9% | Reduced |
| HSBC Holdings PLC | 125,244 | $3.56M | 0.00% | +63,762+103.7% | Added |
| Janus Henderson Group PLC | 128,545 | $3.65M | 0.00% | +34,433+36.6% | Added |
| Algert Global LLC | 131,314 | $3.73M | 0.09% | +131,314 | New |
| Citigroup Inc | 131,540 | $3.74M | 0.00% | +64,903+97.4% | Added |
| Employees Retirement System of Texas | 135,000 | $3.84M | 0.03% | +135,000 | New |