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, Q1 2025
Institutional positions in American Healthcare REIT, Inc. as of Mar 31, 2025. 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
- 397
- +14 vs. Q4 2024
- Shares held
- 138.4M
- +6.59M (+5.0%) vs. Q4 2024
- Total value
- $4.20B
- +$448.1M (+12.0%) vs. Q4 2024
- New holders
- 61
- 122 more added
- Sold out
- 47
- 158 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $333 | 0.00% | +11 | New |
| Iron Horse Wealth Management, LLC | 17 | $515 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $516 | 0.00% | +17 | New |
| Motco | 27 | $818 | 0.00% | +27 | New |
| Stephens Consulting, LLC | 30 | $909 | 0.00% | +30 | New |
| Financial Network Wealth Advisors LLC | 30 | $909 | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Quadrant Capital Group LLC | 37 | $1.12K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $2.36K | 0.00% | +78 | New |
| Quent Capital, LLC | 100 | $3.03K | 0.00% | +100 | New |
| Coldstream Capital Management Inc | 125 | $3.79K | 0.00% | +125 | New |
| Parallel Advisors, LLC | 135 | $4.10K | 0.00% | +109+419.2% | Added |
| Ronald Blue Trust, Inc. | 154 | $4.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 195 | $5.91K | 0.00% | +95+95.0% | Added |
| Smartleaf Asset Management LLC | 204 | $6.21K | 0.00% | +204 | New |
| Hillsdale Investment Management Inc. | 260 | $7.88K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 312 | $9.45K | 0.00% | +312 | New |
| Quarry LP | 327 | $9.91K | 0.00% | +327 | New |
| Center for Financial Planning, Inc. | 432 | $13.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 465 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 481 | $14.6K | 0.00% | +481 | New |
| Silicon Valley Capital Partners | 502 | $15.3K | 0.00% | −4,829−90.6% | Reduced |
| Mattson Financial Services, LLC | 507 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 563 | $17.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 572 | $17.3K | 0.00% | +9+1.6% | Added |
| Dogwood Wealth Management LLC | 579 | $17.5K | 0.01% | −219−27.4% | Reduced |
| von Borstel & Associates, Inc. | 594 | $18.0K | 0.01% | +594 | New |
| Group One Trading, L.P. | 634 | $19.2K | 0.00% | −5,570−89.8% | Reduced |
| Transce3nd, LLC | 635 | $19.2K | 0.01% | −43,361−98.6% | Reduced |
| Bryn Mawr Trust Co | 654 | $19.8K | 0.00% | −250−27.7% | Reduced |
| Signaturefd, LLC | 661 | $20.0K | 0.00% | −131−16.5% | Reduced |
| Optiver Holding B.V. | 697 | $21.1K | 0.00% | +697 | New |
| Marshall & Sterling Wealth Advisors Inc. | 701 | $21.2K | 0.01% | +6+0.9% | Added |
| Darwin Advisors, LLC | 833 | $23.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 832 | $25.2K | 0.02% | +832 | New |
| Versant Capital Management, Inc | 867 | $26.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 867 | $26.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 896 | $27.1K | 0.01% | +8+0.9% | Added |
| Financial Avengers, Inc. | 926 | $28.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 968 | $29.3K | 0.00% | +633+189.0% | Added |
| Principal Securities, Inc. | 1,042 | $29.6K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $30.3K | 0.01% | +1,000 | New |
| Loomis Sayles & Co L P | 1,059 | $32.0K | 0.00% | −716−40.3% | Reduced |
| Kozak & Associates, Inc. | 1,088 | $32.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,194 | $36.2K | 0.00% | +1,194 | New |
| TD Capital Management LLC | 1,209 | $36.6K | 0.00% | +10+0.8% | Added |
| Continuum Advisory, LLC | 1,235 | $37.4K | 0.00% | +1,235 | New |
| Fifth Third Bancorp | 1,252 | $37.9K | 0.00% | −110−8.1% | Reduced |
| Decker Retirement Planning Inc. | 1,288 | $39.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,366 | $41.0K | 0.01% | +1,366 | New |
| GAMMA Investing LLC | 1,405 | $42.6K | 0.00% | +417+42.2% | Added |
| Harbor Capital Advisors, Inc. | 1,442 | $44.0K | 0.00% | +971+206.2% | Added |
| North Star Investment Management Corp. | 1,595 | $48.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,626 | $49.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 1,704 | $51.6K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,842 | $55.8K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,891 | $57.5K | 0.00% | +1,891 | New |
| IFP Advisors, Inc | 1,981 | $60.0K | 0.00% | −2,702−57.7% | Reduced |
| Indiana Trust & Investment Management CO | 2,012 | $61.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 2,000 | $61.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,068 | $62.7K | 0.03% | −1,676−44.8% | Reduced |
| POM Investment Strategies, LLC | 2,068 | $62.7K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 2,233 | $67.7K | 0.00% | +1,482+197.3% | Added |
| Farther Finance Advisors, LLC | 2,240 | $68.9K | 0.00% | +2+0.1% | Added |
| Lazard Asset Management LLC | 2,326 | $70.0K | 0.00% | −245−9.5% | Reduced |
| Garde Capital, Inc. | 2,316 | $70.2K | 0.00% | +2,316 | New |
| Franchise Capital Ltd | 2,475 | $75.0K | 0.04% | +2,475 | New |
| Main Street Group, LTD | 2,537 | $76.9K | 0.03% | +1,624+177.9% | Added |
| Sterling Capital Management LLC | 2,657 | $80.5K | 0.00% | −2,230−45.6% | Reduced |
| GF Fund Management Co. Ltd. | 2,899 | $87.8K | 0.00% | +141+5.1% | Added |
| Promus Capital, LLC | 3,009 | $91.2K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,209 | $97.2K | 0.01% | +3,209 | New |
| Newbridge Financial Services Group, Inc. | 3,423 | $103.7K | 0.03% | −1,242−26.6% | Reduced |
| Creekmur Asset Management LLC | 3,882 | $117.6K | 0.02% | +1,804+86.8% | Added |
| SG Americas Securities, LLC | 3,884 | $118.0K | 0.00% | −2,699−41.0% | Reduced |
| Prestige Wealth Management Group LLC | 4,047 | $123.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,147 | $125.7K | 0.00% | +1,507+57.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,134 | $125.8K | 0.00% | −102−2.4% | Reduced |
| Jones Financial Companies LLLP | 4,151 | $126.3K | 0.00% | +3,062+281.2% | Added |
| Centaurus Financial, Inc. | 4,348 | $132.0K | 0.01% | −345−7.4% | Reduced |
| US Bancorp | 4,691 | $142.1K | 0.00% | +4,413+1,587.4% | Added |
| Sound Income Strategies, LLC | 5,114 | $154.9K | 0.01% | −3,720−42.1% | Reduced |
| CX Institutional | 5,108 | $155.0K | 0.01% | +5,108 | New |
| Asset Dedication, LLC | 5,141 | $155.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 5,266 | $160.0K | 0.00% | +81+1.6% | Added |
| The PNC Financial Services Group, Inc. | 5,323 | $161.3K | 0.00% | +5,136+2,746.5% | Added |
| AdvisorNet Financial, Inc | 5,739 | $173.9K | 0.01% | +1,106+23.9% | Added |
| Acadian Asset Management LLC | 6,130 | $185.0K | 0.00% | +6,130 | New |
| Nova Wealth Management, Inc. | 6,122 | $185.5K | 0.16% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,655 | $201.7K | 0.00% | −4,766−41.7% | Reduced |
| Smith, Moore & Co. | 6,719 | $203.6K | 0.02% | +6,719 | New |
| Jain Global LLC | 6,831 | $207.0K | 0.00% | −3,000−30.5% | Reduced |
| Coppell Advisory Solutions LLC | 6,565 | $209.8K | 0.03% | −5,006−43.3% | Reduced |
| David Loasby | 7,243 | $209.8K | 0.02% | +7,243 | New |
| KBC Group NV | 6,916 | $210.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 6,943 | $210.4K | 0.07% | −1,389−16.7% | Reduced |
| Assetmark, Inc | 6,978 | $211.4K | 0.00% | +4,363+166.8% | Added |
| A&I Financial Services, LLC | 6,985 | $211.6K | 0.14% | +6,985 | New |