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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 19,334 | $549.5K | 0.03% | +28+0.1% | Added |
| Cypress Wealth Services, LLC | 19,239 | $546.8K | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 18,756 | $533.0K | 0.00% | +2,026+12.1% | Added |
| Westwood Holdings Group Inc. | 18,508 | $526.0K | 0.00% | −462−2.4% | Reduced |
| BCJ Capital Management, LLC | 17,965 | $510.6K | 0.04% | −1,875−9.5% | Reduced |
| Petra Financial Advisors Inc | 17,404 | $494.6K | 0.34% | −21,280−55.0% | Reduced |
| Baldwin Brothers Inc | 17,373 | $493.7K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 17,097 | $485.9K | 0.07% | −1,312−7.1% | Reduced |
| Metis Global Partners, LLC | 17,092 | $485.8K | 0.01% | +3,535+26.1% | Added |
| United Capital Financial Advisers, LLC | 16,960 | $482.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| WCG Wealth Advisors LLC | 16,171 | $460.0K | 0.03% | +16,171 | New |
| Ameritas Investment Partners, Inc. | 15,907 | $452.1K | 0.01% | +7,842+97.2% | Added |
| Jump Financial, LLC | 15,082 | $428.6K | 0.01% | −208,111−93.2% | Reduced |
| Allworth Financial LP | 14,928 | $421.7K | 0.00% | +10,816+263.0% | Added |
| Spire Wealth Management | 14,744 | $419.0K | 0.01% | +14,744 | New |
| Harvest Fund Management Co., Ltd | 14,756 | $419.0K | 0.02% | +6,960+89.3% | Added |
| Landscape Capital Management, L.L.C. | 14,735 | $418.8K | 0.04% | +14,735 | New |
| Panoramic Investment Advisors, LLC | 14,622 | $415.6K | 0.27% | −1,335−8.4% | Reduced |
| SageView Advisory Group, LLC | 14,594 | $414.8K | 0.02% | +5,908+68.0% | Added |
| CIBC World Markets Corp | 14,230 | $404.4K | 0.00% | +14,230 | New |
| Truist Financial Corp | 14,229 | $404.4K | 0.00% | +2,019+16.5% | Added |
| Carlson Capital Management | 14,227 | $404.3K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 14,145 | $402.0K | 0.08% | −1,402−9.0% | Reduced |
| FLC Capital Advisors | 14,144 | $402.0K | 0.09% | −6,500−31.5% | Reduced |
| CIBC World Markets Inc. | 14,112 | $401.0K | 0.00% | −752−5.1% | Reduced |
| Benjamin Edwards Inc | 13,924 | $395.6K | 0.01% | +455+3.4% | Added |
| Janney Montgomery Scott LLC | 13,915 | $395.0K | 0.00% | +533+4.0% | Added |
| Heritage Family Offices, LLP | 13,881 | $394.5K | 0.20% | −9,747−41.3% | Reduced |
| Change Path, LLC | 13,854 | $393.7K | 0.01% | −5,282−27.6% | Reduced |
| Keystone Financial Services | 13,794 | $392.0K | 0.15% | −5,096−27.0% | Reduced |
| Creative Financial Designs Inc | 13,601 | $386.5K | 0.03% | +3,372+33.0% | Added |
| Vontobel Holding Ltd. | 13,475 | $383.0K | 0.00% | +13,475 | New |
| Two Sigma Advisers, LP | 13,100 | $372.3K | 0.00% | +3,700+39.4% | Added |
| OneAscent Financial Services LLC | 13,050 | $371.0K | 0.03% | +13,050 | New |
| Castleview Partners, LLC | 13,050 | $362.1K | 0.19% | −5,885−31.1% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $359.3K | 0.15% | +13,128 | New |
| Ameritas Advisory Services, LLC | 12,581 | $357.6K | 0.01% | +3,110+32.8% | Added |
| Accurate Wealth Management, LLC | 13,005 | $354.0K | 0.07% | +13,005 | New |
| Anson Capital, Inc. | 12,438 | $353.5K | 0.31% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 12,418 | $352.9K | 0.05% | +12,418 | New |
| Investmark Advisory Group LLC | 12,331 | $350.5K | 0.17% | +1,768+16.7% | Added |
| Mackenzie Financial Corp | 11,840 | $336.5K | 0.00% | +11,840 | New |
| Bailard, Inc. | 11,800 | $335.4K | 0.01% | +11,800 | New |
| First Heartland Consultants, Inc. | 11,799 | $335.3K | 0.03% | +1,239+11.7% | Added |
| M&T Bank Corp | 11,629 | $330.5K | 0.00% | +2,775+31.3% | Added |
| Coppell Advisory Solutions LLC | 11,571 | $327.8K | 0.05% | +5,354+86.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $325.1K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,421 | $324.6K | 0.00% | +2,386+26.4% | Added |
| Lifestyle Asset Management, Inc. | 11,286 | $320.7K | 0.17% | −11,022−49.4% | Reduced |
| HRC Wealth Management, LLC | 11,142 | $316.7K | 0.19% | +11,142 | New |
| Xponance, Inc. | 11,019 | $313.2K | 0.00% | +11,019 | New |
| CIBC Private Wealth Group, LLC | 10,658 | $301.9K | 0.00% | +50.0% | Added |
| CI Private Wealth, LLC | 10,593 | $301.1K | 0.00% | −2,061−16.3% | Reduced |
| Mercer Global Advisors Inc | 10,577 | $300.6K | 0.00% | −20,588−66.1% | Reduced |
| Accel Wealth Management | 10,306 | $292.9K | 0.11% | +10,306 | New |
| Stratos Wealth Partners, LTD. | 10,179 | $289.3K | 0.00% | −6,667−39.6% | Reduced |
| Fiduciary Alliance LLC | 10,170 | $289.0K | 0.03% | +754+8.0% | Added |
| Mutual Advisors, LLC | 9,963 | $285.9K | 0.01% | +60+0.6% | Added |
| Fulcrum Equity Management | 9,905 | $281.5K | 0.28% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 9,888 | $281.0K | 0.01% | −6,117−38.2% | Reduced |
| Jain Global LLC | 9,831 | $279.4K | 0.01% | +9,831 | New |
| Pinkerton Retirement Specialists, LLC | 9,805 | $278.7K | 0.04% | −8,596−46.7% | Reduced |
| Great Valley Advisor Group, Inc. | 9,782 | $278.0K | 0.01% | −3,350−25.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,768 | $277.6K | 0.02% | −19,284−66.4% | Reduced |
| Wealthcare Advisory Partners LLC | 9,731 | $276.6K | 0.01% | −7,966−45.0% | Reduced |
| Octavia Wealth Advisors, LLC | 9,625 | $275.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,612 | $273.2K | 0.00% | −8,319−46.4% | Reduced |
| TownSquare Capital, LLC | 9,481 | $269.5K | 0.00% | −1,165−10.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,472 | $269.2K | 0.00% | −21,808−69.7% | Reduced |
| Becker Capital Management Inc | 9,381 | $269.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,357 | $265.9K | 0.00% | +9,357 | New |
| Foundations Investment Advisors, LLC | 9,314 | $264.7K | 0.01% | −12,430−57.2% | Reduced |
| Elios Financial Group Inc. | 9,165 | $260.5K | 0.12% | −1,604−14.9% | Reduced |
| Ameriflex Group, Inc. | 9,175 | $259.6K | 0.12% | +9,175 | New |
| Sanctuary Advisors, LLC | 8,784 | $252.9K | 0.00% | −1,477−14.4% | Reduced |
| Sound Income Strategies, LLC | 8,834 | $251.1K | 0.02% | +2,911+49.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,778 | $249.5K | 0.00% | −798−8.3% | Reduced |
| Cooper Financial Group | 9,546 | $245.9K | 0.03% | +9,546 | New |
| Pure Financial Advisors, Inc. | 8,555 | $243.1K | 0.01% | −4,807−36.0% | Reduced |
| Quadrature Capital Ltd | 8,410 | $238.9K | 0.00% | +8,410 | New |
| Walleye Capital LLC | 8,346 | $237.2K | 0.00% | −12,981−60.9% | Reduced |
| S. R. Schill & Associates | 8,339 | $237.0K | 0.20% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,332 | $236.8K | 0.08% | −1,853−18.2% | Reduced |
| Cornerstone Investment Partners, LLC | 8,281 | $235.3K | 0.01% | +11+0.1% | Added |
| Soltis Investment Advisors LLC | 8,215 | $233.5K | 0.02% | +12+0.1% | Added |
| Park Avenue Securities LLC | 8,161 | $232.0K | 0.00% | −2,796−25.5% | Reduced |
| West Wealth Group, LLC | 8,100 | $230.2K | 0.07% | −2,212−21.5% | Reduced |
| Nwam LLC | 8,006 | $227.5K | 0.01% | −862−9.7% | Reduced |
| Axxcess Wealth Management, LLC | 7,971 | $226.5K | 0.01% | −10,647−57.2% | Reduced |
| Larson Financial Group LLC | 7,950 | $225.9K | 0.01% | −4,702−37.2% | Reduced |
| Capital Asset Advisory Services LLC | 7,971 | $224.5K | 0.01% | −10,647−57.2% | Reduced |
| Atticus Wealth Management, LLC | 7,811 | $222.0K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,752 | $220.3K | 0.05% | −8,021−50.9% | Reduced |
| Allstate Corp | 7,576 | $215.3K | 0.01% | +7,576 | New |
| Medallion Wealth Advisors, LLC | 7,319 | $213.6K | 0.11% | +7,319 | New |
| Cornerstone Wealth Management, LLC | 7,440 | $211.4K | 0.01% | +7,440 | New |
| Onyx Bridge Wealth Group LLC | 7,355 | $209.0K | 0.03% | +7,355 | New |
| Tran Capital Management, L.P. | 7,350 | $208.9K | 0.02% | +7,350 | New |