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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 7,073 | $214.3K | 0.00% | +7,073 | New |
| J.Safra Asset Management Corp | 7,112 | $215.5K | 0.02% | +2,313+48.2% | Added |
| Larson Financial Group LLC | 7,318 | $221.7K | 0.01% | −632−7.9% | Reduced |
| Elios Financial Group Inc. | 7,336 | $222.3K | 0.11% | −1,829−20.0% | Reduced |
| Tran Capital Management, L.P. | 7,350 | $222.7K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,355 | $222.9K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,359 | $223.0K | 0.00% | −1,425−16.2% | Reduced |
| Cornerstone Wealth Management, LLC | 7,440 | $225.4K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,497 | $227.2K | 0.00% | +7,497 | New |
| Cornerstone Investment Partners, LLC | 7,613 | $230.7K | 0.01% | −668−8.1% | Reduced |
| Ethic Inc. | 7,611 | $234.3K | 0.00% | +7,611 | New |
| Petra Financial Advisors Inc | 7,735 | $234.4K | 0.19% | −9,669−55.6% | Reduced |
| Atticus Wealth Management, LLC | 7,811 | $236.7K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 8,011 | $242.7K | 0.02% | +5+0.1% | Added |
| CI Private Wealth, LLC | 8,033 | $243.4K | 0.00% | −2,560−24.2% | Reduced |
| Foundations Investment Advisors, LLC | 8,068 | $244.5K | 0.00% | −1,246−13.4% | Reduced |
| Soltis Investment Advisors LLC | 8,077 | $244.7K | 0.02% | −138−1.7% | Reduced |
| PEAK6 LLC | 8,163 | $247.3K | 0.01% | −19,363−70.3% | Reduced |
| West Wealth Group, LLC | 8,168 | $251.4K | 0.07% | +68+0.8% | Added |
| S. R. Schill & Associates | 8,339 | $252.7K | 0.20% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,425 | $255.3K | 0.00% | +8,425 | New |
| Gladstone Institutional Advisory LLC | 8,975 | $271.9K | 0.01% | −10,359−53.6% | Reduced |
| Gotham Asset Management, LLC | 9,026 | $273.5K | 0.00% | +9,026 | New |
| BNP Paribas Arbitrage, SA | 9,048 | $274.2K | 0.00% | −89,835−90.8% | Reduced |
| Heritage Family Offices, LLP | 9,080 | $275.1K | 0.14% | −4,801−34.6% | Reduced |
| OneAscent Financial Services LLC | 9,124 | $276.0K | 0.02% | −3,926−30.1% | Reduced |
| Ameriflex Group, Inc. | 9,175 | $278.0K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,199 | $278.6K | 0.00% | −459−4.3% | Reduced |
| PFG Investments, LLC | 9,204 | $278.9K | 0.02% | −39,036−80.9% | Reduced |
| Arete Wealth Advisors, LLC | 9,210 | $279.0K | 0.02% | −48,195−84.0% | Reduced |
| Great Valley Advisor Group, Inc. | 9,230 | $279.7K | 0.01% | −552−5.6% | Reduced |
| Pure Financial Advisors, Inc. | 9,245 | $280.1K | 0.01% | +690+8.1% | Added |
| TownSquare Capital, LLC | 9,311 | $282.1K | 0.00% | −170−1.8% | Reduced |
| Becker Capital Management Inc | 9,381 | $286.6K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 9,482 | $287.3K | 0.16% | −1,804−16.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,505 | $288.0K | 0.00% | +33+0.3% | Added |
| Vontobel Holding Ltd. | 9,583 | $290.4K | 0.00% | −3,892−28.9% | Reduced |
| Ballentine Partners, LLC | 9,654 | $292.5K | 0.01% | +9,654 | New |
| Octavia Wealth Advisors, LLC | 9,625 | $294.0K | 0.04% | 00.0% | Unchanged |
| Fulcrum Equity Management | 9,905 | $300.1K | 0.33% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10,170 | $308.2K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,187 | $308.7K | 0.00% | −390−3.7% | Reduced |
| Medallion Wealth Advisors, LLC | 10,089 | $309.1K | 0.14% | +2,770+37.8% | Added |
| Golden State Wealth Management, LLC | 10,328 | $312.9K | 0.05% | −2,090−16.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,599 | $321.1K | 0.00% | +987+10.3% | Added |
| Landscape Capital Management, L.L.C. | 10,656 | $322.9K | 0.03% | −4,079−27.7% | Reduced |
| Mutual Advisors, LLC | 10,603 | $329.9K | 0.01% | +640+6.4% | Added |
| HRC Wealth Management, LLC | 11,142 | $337.6K | 0.21% | 00.0% | Unchanged |
| FLC Capital Advisors | 11,174 | $338.6K | 0.08% | −2,970−21.0% | Reduced |
| Investmark Advisory Group LLC | 11,316 | $342.9K | 0.17% | −1,015−8.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $346.6K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 11,489 | $348.1K | 0.00% | +470+4.3% | Added |
| Accel Wealth Management | 11,494 | $348.3K | 0.13% | +1,188+11.5% | Added |
| Anson Capital, Inc. | 11,523 | $349.1K | 0.30% | −915−7.4% | Reduced |
| RSM US Wealth Management LLC | 11,578 | $353.8K | 0.01% | +11,578 | New |
| Spire Wealth Management | 11,755 | $356.2K | 0.01% | −2,989−20.3% | Reduced |
| Harvest Fund Management Co., Ltd | 11,830 | $358.0K | 0.02% | −2,926−19.8% | Reduced |
| Mackenzie Financial Corp | 11,852 | $359.1K | 0.00% | +12+0.1% | Added |
| Kingsview Wealth Management, LLC | 12,002 | $363.7K | 0.01% | +12,002 | New |
| Change Path, LLC | 12,271 | $371.8K | 0.01% | −1,583−11.4% | Reduced |
| Accurate Wealth Management, LLC | 12,980 | $379.9K | 0.07% | −25−0.2% | Reduced |
| SageView Advisory Group, LLC | 12,551 | $380.3K | 0.02% | −2,043−14.0% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $384.3K | 0.17% | 00.0% | Unchanged |
| Castleview Partners, LLC | 13,043 | $395.2K | 0.27% | −7−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 13,512 | $395.6K | 0.02% | +931+7.4% | Added |
| Golden State Equity Partners | 13,082 | $396.4K | 0.08% | −1,063−7.5% | Reduced |
| M&T Bank Corp | 13,110 | $397.6K | 0.00% | +1,481+12.7% | Added |
| Harbour Investments, Inc. | 13,173 | $399.1K | 0.01% | −6,241−32.1% | Reduced |
| Panoramic Investment Advisors, LLC | 13,199 | $399.9K | 0.27% | −1,423−9.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,241 | $401.2K | 0.03% | +13,241 | New |
| Creative Financial Designs Inc | 13,636 | $413.2K | 0.03% | +35+0.3% | Added |
| United Capital Financial Advisers, LLC | 13,704 | $415.2K | 0.00% | −3,256−19.2% | Reduced |
| Wealthcare Advisory Partners LLC | 13,718 | $415.6K | 0.01% | +3,987+41.0% | Added |
| CIBC World Markets Inc. | 13,849 | $419.6K | 0.00% | −263−1.9% | Reduced |
| RFG Advisory, LLC | 13,955 | $422.8K | 0.01% | −6,964−33.3% | Reduced |
| Truist Financial Corp | 14,222 | $430.9K | 0.00% | −70.0% | Reduced |
| Benjamin Edwards Inc | 14,368 | $435.3K | 0.01% | +444+3.2% | Added |
| Westwood Holdings Group Inc. | 14,386 | $435.9K | 0.00% | −4,122−22.3% | Reduced |
| Allstate Corp | 14,447 | $437.7K | 0.01% | +6,871+90.7% | Added |
| Brinker Capital Investments, LLC | 14,929 | $452.4K | 0.00% | −1,519−9.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,929 | $452.4K | 0.00% | −1,519−9.2% | Reduced |
| BCJ Capital Management, LLC | 15,101 | $457.6K | 0.03% | −2,864−15.9% | Reduced |
| Ameritas Investment Partners, Inc. | 15,382 | $466.1K | 0.02% | −525−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 15,726 | $476.5K | 0.00% | +15,726 | New |
| Stratos Wealth Partners, LTD. | 16,070 | $486.9K | 0.01% | +5,891+57.9% | Added |
| Baldwin Brothers Inc | 17,373 | $526.4K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,493 | $530.0K | 0.00% | +3,578+25.7% | Added |
| Elo Mutual Pension Insurance Co | 17,740 | $537.5K | 0.01% | +17,740 | New |
| WCG Wealth Advisors LLC | 18,547 | $562.0K | 0.04% | +2,376+14.7% | Added |
| Seven Springs Wealth Group, LLC | 18,669 | $565.7K | 0.20% | −7,413−28.4% | Reduced |
| Victory Capital Management Inc | 18,834 | $570.7K | 0.00% | +78+0.4% | Added |
| Quantbot Technologies LP | 19,044 | $577.0K | 0.02% | −105,795−84.7% | Reduced |
| Cypress Wealth Services, LLC | 19,239 | $582.9K | 0.12% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 19,391 | $587.5K | 0.02% | +2,299+13.5% | Added |
| Allworth Financial LP | 19,398 | $602.9K | 0.00% | +4,470+29.9% | Added |
| Gamco Investors, Inc. Et Al | 20,000 | $606.0K | 0.01% | −20,500−50.6% | Reduced |
| FORA Capital, LLC | 20,077 | $608.3K | 0.06% | +20,077 | New |
| Zacks Investment Management | 20,271 | $614.2K | 0.01% | −23,773−54.0% | Reduced |
| Cresset Asset Management, LLC | 20,399 | $623.2K | 0.00% | +50.0% | Added |
| Beacon Capital Management, LLC | 20,700 | $627.2K | 0.08% | −6,749−24.6% | Reduced |