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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 7,345 | $208.7K | 0.03% | −66,709−90.1% | Reduced |
| EP Wealth Advisors, LLC | 7,254 | $206.2K | 0.00% | +7,254 | New |
| Brass Tax Wealth Management, Inc | 7,229 | $205.4K | 0.04% | +7,229 | New |
| Mather Group, LLC. | 6,965 | $197.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 6,916 | $197.0K | 0.00% | +4,949+251.6% | Added |
| SG Americas Securities, LLC | 6,583 | $187.0K | 0.00% | −30,195−82.1% | Reduced |
| Group One Trading, L.P. | 6,204 | $176.3K | 0.01% | +6,204 | New |
| Nova Wealth Management, Inc. | 6,122 | $174.0K | 0.15% | +6,122 | New |
| State of Wyoming | 5,900 | $167.7K | 0.02% | −10,185−63.3% | Reduced |
| Silicon Valley Capital Partners | 5,331 | $151.5K | 0.02% | −1,995−27.2% | Reduced |
| Amalgamated Bank | 5,185 | $147.0K | 0.00% | +2,935+130.4% | Added |
| Asset Dedication, LLC | 5,141 | $146.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,887 | $138.9K | 0.00% | +4,604+1,626.9% | Added |
| J.Safra Asset Management Corp | 4,799 | $136.0K | 0.01% | +2,131+79.9% | Added |
| IFP Advisors, Inc | 4,683 | $134.4K | 0.00% | +591+14.4% | Added |
| Centaurus Financial, Inc. | 4,693 | $133.0K | 0.01% | +4,693 | New |
| Newbridge Financial Services Group, Inc. | 4,665 | $132.6K | 0.03% | +4,665 | New |
| AdvisorNet Financial, Inc | 4,633 | $131.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,236 | $120.6K | 0.00% | +1,699+67.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,207 | $119.0K | 0.09% | −2,263−35.0% | Reduced |
| Prestige Wealth Management Group LLC | 4,047 | $116.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,972 | $112.2K | 0.01% | −358−8.3% | Reduced |
| Gen-Wealth Partners Inc | 3,744 | $106.4K | 0.05% | −2,873−43.4% | Reduced |
| FIL Ltd | 3,377 | $96.0K | 0.00% | +3,377 | New |
| Promus Capital, LLC | 3,009 | $85.5K | 0.07% | +3,009 | New |
| GF Fund Management Co. Ltd. | 2,758 | $78.4K | 0.00% | +2,758 | New |
| Tower Research Capital LLC (TRC) | 2,640 | $75.0K | 0.00% | −3,369−56.1% | Reduced |
| Assetmark, Inc | 2,615 | $74.3K | 0.00% | +2,008+330.8% | Added |
| Lazard Asset Management LLC | 2,571 | $73.0K | 0.00% | −162−5.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,502 | $71.1K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 2,500 | $71.0K | 0.13% | −2,500−50.0% | Reduced |
| Farther Finance Advisors, LLC | 2,238 | $63.6K | 0.00% | −2,487−52.6% | Reduced |
| MAI Capital Management | 2,209 | $62.8K | 0.00% | +2,209 | New |
| Creekmur Asset Management LLC | 2,078 | $59.1K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2,068 | $58.8K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 2,032 | $57.9K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,012 | $57.2K | 0.02% | +2,012 | New |
| ORG Partners LLC | 2,000 | $56.8K | 0.01% | +2,000 | New |
| Kessler Investment Group, LLC | 1,842 | $52.4K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,775 | $50.0K | 0.00% | −320−15.3% | Reduced |
| Tidemark, LLC | 1,704 | $48.4K | 0.02% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 1,700 | $48.3K | 0.02% | +1,700 | New |
| McIlrath & Eck, LLC | 1,626 | $46.2K | 0.01% | −470−22.4% | Reduced |
| North Star Investment Management Corp. | 1,595 | $45.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,362 | $38.7K | 0.00% | +1,362 | New |
| Decker Retirement Planning Inc. | 1,288 | $36.6K | 0.02% | +1,288 | New |
| Fortitude Family Office, LLC | 1,250 | $35.5K | 0.01% | −1,875−60.0% | Reduced |
| TD Capital Management LLC | 1,199 | $34.1K | 0.00% | +12+1.0% | Added |
| Jones Financial Companies LLLP | 1,089 | $30.9K | 0.00% | −450−29.2% | Reduced |
| Kozak & Associates, Inc. | 1,088 | $30.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,042 | $29.6K | 0.00% | +118+12.8% | Added |
| Carolina Wealth Advisors, LLC | 1,035 | $29.4K | 0.02% | +1,035 | New |
| Richardson Capital Management LLC | 1,013 | $28.8K | 0.02% | +1,013 | New |
| GAMMA Investing LLC | 988 | $28.1K | 0.00% | +504+104.1% | Added |
| Financial Avengers, Inc. | 926 | $26.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 913 | $25.9K | 0.01% | −450−33.0% | Reduced |
| Bryn Mawr Trust Co | 904 | $25.7K | 0.00% | −156−14.7% | Reduced |
| New England Capital Financial Advisors LLC | 888 | $25.2K | 0.01% | +9+1.0% | Added |
| Versant Capital Management, Inc | 867 | $24.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 867 | $24.6K | 0.01% | +867 | New |
| Salem Investment Counselors Inc | 854 | $24.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 859 | $24.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 848 | $24.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 833 | $23.7K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 810 | $23.0K | 0.00% | +810 | New |
| Dogwood Wealth Management LLC | 798 | $22.7K | 0.01% | +798 | New |
| Signaturefd, LLC | 792 | $22.5K | 0.00% | +20+2.6% | Added |
| Huntington National Bank | 751 | $21.3K | 0.00% | +17+2.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 695 | $19.7K | 0.01% | +695 | New |
| Global Retirement Partners, LLC | 694 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 579 | $16.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 563 | $16.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 563 | $16.0K | 0.00% | −50−8.2% | Reduced |
| Mattson Financial Services, LLC | 507 | $13.2K | 0.00% | +507 | New |
| Archer Investment Corp | 465 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 471 | $13.0K | 0.00% | −325−40.8% | Reduced |
| Center for Financial Planning, Inc. | 432 | $12.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 427 | $12.1K | 0.00% | −427−50.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 387 | $11.0K | 0.00% | −227−37.0% | Reduced |
| Massmutual Trust Co FSB | 335 | $9.52K | 0.00% | +315+1,575.0% | Added |
| US Bancorp | 278 | $7.90K | 0.00% | +66+31.1% | Added |
| Hillsdale Investment Management Inc. | 260 | $7.39K | 0.00% | +260 | New |
| The PNC Financial Services Group, Inc. | 187 | $5.32K | 0.00% | +14+8.1% | Added |
| Ronald Blue Trust, Inc. | 154 | $4.38K | 0.00% | +154 | New |
| Rothschild Investment LLC | 100 | $2.84K | 0.00% | +20+25.0% | Added |
| Quadrant Capital Group LLC | 37 | $1.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $938 | 0.00% | +33 | New |
| Parallel Advisors, LLC | 26 | $739 | 0.00% | +26 | New |
| GeoWealth Management, LLC | 17 | $483 | 0.00% | −23−57.5% | Reduced |
| Clear Street Markets LLC | 1 | $28 | 0.00% | +1 | New |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −411,245−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −375,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −352,286−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −173,539−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −253,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −208,872−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −191,092−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −170,144−100.0% | Sold out |