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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 20,776 | $629.5K | 0.00% | +20,776 | New |
| GWN Securities Inc. | 18,730 | $638.5K | 0.04% | +18,730 | New |
| Strategic Blueprint, LLC | 21,338 | $646.5K | 0.04% | −284−1.3% | Reduced |
| AE Wealth Management LLC | 21,356 | $647.1K | 0.01% | +1,455+7.3% | Added |
| Apollon Wealth Management, LLC | 21,416 | $648.9K | 0.01% | −712−3.2% | Reduced |
| Captrust Financial Advisors | 21,466 | $650.4K | 0.00% | −1,179−5.2% | Reduced |
| MML Investors Services, LLC | 22,007 | $667.0K | 0.00% | +555+2.6% | Added |
| Nissay Asset Management Corp | 22,663 | $686.7K | 0.00% | +543+2.5% | Added |
| Atria Wealth Solutions, Inc. | 22,766 | $693.1K | 0.01% | +2,602+12.9% | Added |
| Csenge Advisory Group | 22,917 | $701.5K | 0.04% | −2,405−9.5% | Reduced |
| Geneos Wealth Management Inc. | 23,365 | $708.0K | 0.02% | −3,315−12.4% | Reduced |
| GWM Advisors LLC | 23,509 | $712.3K | 0.00% | +2,011+9.4% | Added |
| Public Employees Retirement Association of Colorado | 23,645 | $716.0K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 23,584 | $717.7K | 0.07% | −1,106−4.5% | Reduced |
| Focused Wealth Management, Inc | 23,702 | $718.2K | 0.10% | +21+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 23,984 | $726.7K | 0.07% | +1,706+7.7% | Added |
| Sigma Planning Corp | 24,190 | $733.0K | 0.02% | −9,083−27.3% | Reduced |
| Empower Advisory Group, LLC | 24,733 | $749.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,050 | $759.0K | 0.02% | +230+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 25,079 | $759.9K | 0.01% | +1,178+4.9% | Added |
| Peak Financial Advisors LLC | 25,113 | $760.9K | 0.39% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,241 | $764.8K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 25,275 | $765.8K | 0.00% | +15,918+170.1% | Added |
| Advisory Resource Group | 25,395 | $769.5K | 0.16% | −2,552−9.1% | Reduced |
| Colony Group, LLC | 25,809 | $782.0K | 0.00% | −1,781−6.5% | Reduced |
| Paradigm Financial Partners, LLC | 26,653 | $807.6K | 0.10% | −10,295−27.9% | Reduced |
| N.E.W. Advisory Services LLC | 27,839 | $843.5K | 0.06% | −13,704−33.0% | Reduced |
| Kennedy Capital Management, Inc. | 28,179 | $853.8K | 0.02% | +28,179 | New |
| Wealth Enhancement Advisory Services, LLC | 28,907 | $875.9K | 0.00% | −39−0.1% | Reduced |
| Diversify Wealth Management, LLC | 27,480 | $878.0K | 0.07% | +5,305+23.9% | Added |
| Dimensional Fund Advisors LP | 29,354 | $889.4K | 0.00% | +29,354 | New |
| Fortis Group Advisors, LLC | 29,587 | $896.5K | 0.17% | −164−0.6% | Reduced |
| KLP Kapitalforvaltning AS | 29,500 | $900.1K | 0.00% | −2,400−7.5% | Reduced |
| Militia Capital Partners, LP | 29,800 | $902.9K | 0.37% | +28,100+1,652.9% | Added |
| Van Eck Associates Corp | 30,001 | $909.0K | 0.00% | +1,201+4.2% | Added |
| IFM Investors Pty Ltd | 30,540 | $925.4K | 0.01% | −4,465−12.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,895 | $936.1K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 31,050 | $940.8K | 0.00% | −1,059−3.3% | Reduced |
| Perigon Wealth Management, LLC | 32,563 | $986.7K | 0.03% | +9,449+40.9% | Added |
| ProShare Advisors LLC | 32,918 | $997.4K | 0.00% | −9,906−23.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 33,080 | $1.00M | 0.01% | +887+2.8% | Added |
| Harbour Capital Advisors, LLC | 33,375 | $1.01M | 0.25% | −340−1.0% | Reduced |
| Private Advisor Group, LLC | 33,614 | $1.02M | 0.01% | +2,642+8.5% | Added |
| Pensionmark Financial Group, LLC | 33,718 | $1.02M | 0.03% | +10.0% | Added |
| CIBC World Markets Corp | 33,740 | $1.02M | 0.01% | +19,510+137.1% | Added |
| Avantax Advisory Services, Inc. | 34,166 | $1.04M | 0.01% | +6,621+24.0% | Added |
| Pictet Asset Management Holding SA | 35,348 | $1.07M | 0.00% | −11,131−23.9% | Reduced |
| Nisa Investment Advisors, LLC | 35,151 | $1.07M | 0.01% | −2,254−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,665 | $1.08M | 0.01% | +10,265+40.4% | Added |
| Prospera Financial Services Inc | 35,700 | $1.08M | 0.02% | +3,367+10.4% | Added |
| Creative Planning | 35,839 | $1.09M | 0.00% | +221+0.6% | Added |
| Arkadios Wealth Advisors | 36,476 | $1.11M | 0.04% | −8,975−19.7% | Reduced |
| Scotia Capital Inc. | 38,248 | $1.16M | 0.01% | +38,248 | New |
| Journey Strategic Wealth LLC | 39,588 | $1.20M | 0.04% | −3,302−7.7% | Reduced |
| Diversify Advisory Services, LLC | 37,818 | $1.21M | 0.08% | +2,748+7.8% | Added |
| Voya Investment Management LLC | 40,263 | $1.22M | 0.00% | −2,271−5.3% | Reduced |
| Jump Financial, LLC | 42,135 | $1.28M | 0.02% | +27,053+179.4% | Added |
| Federation des caisses Desjardins du Quebec | 42,290 | $1.28M | 0.01% | +42,290 | New |
| UniSuper Management Pty Ltd | 42,400 | $1.28M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 43,905 | $1.33M | 0.01% | −144−0.3% | Reduced |
| Rik Saylor Financial, Inc. | 44,685 | $1.35M | 1.19% | +4,732+11.8% | Added |
| New York State Common Retirement Fund | 47,000 | $1.42M | 0.00% | +12,900+37.8% | Added |
| Mariner, LLC | 47,663 | $1.44M | 0.00% | −12,798−21.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,089 | $1.49M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49,805 | $1.51M | 0.00% | +49,805 | New |
| Cosner Financial Group, LLC | 50,653 | $1.53M | 0.94% | −4,623−8.4% | Reduced |
| Handelsbanken Fonder AB | 51,400 | $1.56M | 0.01% | +12,600+32.5% | Added |
| Uniplan Investment Counsel, Inc. | 51,621 | $1.56M | 0.15% | −1,834−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 53,990 | $1.64M | 0.05% | −1,411−2.5% | Reduced |
| Westpac Banking Corp | 57,228 | $1.73M | 0.13% | −1,750−3.0% | Reduced |
| Citadel Advisors LLC | 57,468 | $1.74M | 0.00% | −88,178−60.5% | Reduced |
| FJ Capital Management LLC | 57,611 | $1.75M | 0.18% | +23,480+68.8% | Added |
| Glass Jacobson Investment Advisors llc | 68,666 | $1.95M | 0.64% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 66,510 | $2.02M | 0.01% | +5,274+8.6% | Added |
| Dark Forest Capital Management LP | 68,465 | $2.07M | 0.10% | +61,120+832.1% | Added |
| Balyasny Asset Management LLC | 69,058 | $2.09M | 0.01% | −203,404−74.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 72,905 | $2.21M | 0.30% | +9,336+14.7% | Added |
| State of Alaska, Department of Revenue | 73,711 | $2.23M | 0.03% | +912+1.3% | Added |
| Corebridge Financial, Inc. | 74,494 | $2.26M | 0.01% | −1,104−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,715 | $2.32M | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 74,023 | $2.37M | 0.14% | −18,716−20.2% | Reduced |
| WPG Advisers, LLC | 81,905 | $2.48M | 2.31% | −2,705−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 86,855 | $2.63M | 0.00% | +38,269+78.8% | Added |
| Allianz Asset Management GmbH | 88,686 | $2.69M | 0.00% | +88,686 | New |
| Amundi | 88,515 | $2.69M | 0.00% | +7,370+9.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 90,521 | $2.74M | 0.01% | +3,954+4.6% | Added |
| Intech Investment Management LLC | 90,725 | $2.75M | 0.03% | +47,570+110.2% | Added |
| Teacher Retirement System of Texas | 90,741 | $2.75M | 0.01% | −59,473−39.6% | Reduced |
| MetLife Investment Management | 94,449 | $2.86M | 0.02% | −1,507−1.6% | Reduced |
| Janus Henderson Group PLC | 95,414 | $2.90M | 0.00% | −33,131−25.8% | Reduced |
| Modern Wealth Management, LLC | 95,879 | $2.91M | 0.09% | −1,739−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 96,936 | $2.94M | 0.09% | +60,222+164.0% | Added |
| Two Sigma Investments, LP | 102,654 | $3.11M | 0.01% | −8,684−7.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,195 | $3.16M | 0.01% | +2,600+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106,155 | $3.22M | 0.00% | +5,338+5.3% | Added |
| Price T Rowe Associates Inc | 115,399 | $3.50M | 0.00% | +13,635+13.4% | Added |
| Jefferies Financial Group Inc. | 117,000 | $3.55M | 0.06% | +117,000 | New |
| HighTower Advisors, LLC | 118,230 | $3.58M | 0.00% | +48,247+68.9% | Added |
| EAM Investors, LLC | 118,718 | $3.60M | 0.62% | −495−0.4% | Reduced |
| Algert Global LLC | 123,024 | $3.73M | 0.09% | −8,290−6.3% | Reduced |