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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 20,077 | $608.3K | 0.06% | +20,077 | New |
| Gamco Investors, Inc. Et Al | 20,000 | $606.0K | 0.01% | −20,500−50.6% | Reduced |
| Allworth Financial LP | 19,398 | $602.9K | 0.00% | +4,470+29.9% | Added |
| Metis Global Partners, LLC | 19,391 | $587.5K | 0.02% | +2,299+13.5% | Added |
| Cypress Wealth Services, LLC | 19,239 | $582.9K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 19,044 | $577.0K | 0.02% | −105,795−84.7% | Reduced |
| Victory Capital Management Inc | 18,834 | $570.7K | 0.00% | +78+0.4% | Added |
| Seven Springs Wealth Group, LLC | 18,669 | $565.7K | 0.20% | −7,413−28.4% | Reduced |
| WCG Wealth Advisors LLC | 18,547 | $562.0K | 0.04% | +2,376+14.7% | Added |
| Elo Mutual Pension Insurance Co | 17,740 | $537.5K | 0.01% | +17,740 | New |
| Janney Montgomery Scott LLC | 17,493 | $530.0K | 0.00% | +3,578+25.7% | Added |
| Baldwin Brothers Inc | 17,373 | $526.4K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,070 | $486.9K | 0.01% | +5,891+57.9% | Added |
| Sequoia Financial Advisors, LLC | 15,726 | $476.5K | 0.00% | +15,726 | New |
| Ameritas Investment Partners, Inc. | 15,382 | $466.1K | 0.02% | −525−3.3% | Reduced |
| BCJ Capital Management, LLC | 15,101 | $457.6K | 0.03% | −2,864−15.9% | Reduced |
| 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 |
| Allstate Corp | 14,447 | $437.7K | 0.01% | +6,871+90.7% | Added |
| Westwood Holdings Group Inc. | 14,386 | $435.9K | 0.00% | −4,122−22.3% | Reduced |
| Benjamin Edwards Inc | 14,368 | $435.3K | 0.01% | +444+3.2% | Added |
| Truist Financial Corp | 14,222 | $430.9K | 0.00% | −70.0% | Reduced |
| RFG Advisory, LLC | 13,955 | $422.8K | 0.01% | −6,964−33.3% | Reduced |
| CIBC World Markets Inc. | 13,849 | $419.6K | 0.00% | −263−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 13,718 | $415.6K | 0.01% | +3,987+41.0% | Added |
| United Capital Financial Advisers, LLC | 13,704 | $415.2K | 0.00% | −3,256−19.2% | Reduced |
| Creative Financial Designs Inc | 13,636 | $413.2K | 0.03% | +35+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,241 | $401.2K | 0.03% | +13,241 | New |
| Panoramic Investment Advisors, LLC | 13,199 | $399.9K | 0.27% | −1,423−9.7% | Reduced |
| Harbour Investments, Inc. | 13,173 | $399.1K | 0.01% | −6,241−32.1% | Reduced |
| M&T Bank Corp | 13,110 | $397.6K | 0.00% | +1,481+12.7% | Added |
| Golden State Equity Partners | 13,082 | $396.4K | 0.08% | −1,063−7.5% | Reduced |
| Ameritas Advisory Services, LLC | 13,512 | $395.6K | 0.02% | +931+7.4% | Added |
| Castleview Partners, LLC | 13,043 | $395.2K | 0.27% | −7−0.1% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $384.3K | 0.17% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 12,551 | $380.3K | 0.02% | −2,043−14.0% | Reduced |
| Accurate Wealth Management, LLC | 12,980 | $379.9K | 0.07% | −25−0.2% | Reduced |
| Change Path, LLC | 12,271 | $371.8K | 0.01% | −1,583−11.4% | Reduced |
| Kingsview Wealth Management, LLC | 12,002 | $363.7K | 0.01% | +12,002 | New |
| Mackenzie Financial Corp | 11,852 | $359.1K | 0.00% | +12+0.1% | Added |
| Harvest Fund Management Co., Ltd | 11,830 | $358.0K | 0.02% | −2,926−19.8% | Reduced |
| Spire Wealth Management | 11,755 | $356.2K | 0.01% | −2,989−20.3% | Reduced |
| RSM US Wealth Management LLC | 11,578 | $353.8K | 0.01% | +11,578 | New |
| Anson Capital, Inc. | 11,523 | $349.1K | 0.30% | −915−7.4% | Reduced |
| Accel Wealth Management | 11,494 | $348.3K | 0.13% | +1,188+11.5% | Added |
| Xponance, Inc. | 11,489 | $348.1K | 0.00% | +470+4.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $346.6K | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 11,316 | $342.9K | 0.17% | −1,015−8.2% | Reduced |
| FLC Capital Advisors | 11,174 | $338.6K | 0.08% | −2,970−21.0% | Reduced |
| HRC Wealth Management, LLC | 11,142 | $337.6K | 0.21% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,603 | $329.9K | 0.01% | +640+6.4% | Added |
| Landscape Capital Management, L.L.C. | 10,656 | $322.9K | 0.03% | −4,079−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,599 | $321.1K | 0.00% | +987+10.3% | Added |
| Golden State Wealth Management, LLC | 10,328 | $312.9K | 0.05% | −2,090−16.8% | Reduced |
| Medallion Wealth Advisors, LLC | 10,089 | $309.1K | 0.14% | +2,770+37.8% | Added |
| Mercer Global Advisors Inc | 10,187 | $308.7K | 0.00% | −390−3.7% | Reduced |
| Fiduciary Alliance LLC | 10,170 | $308.2K | 0.03% | 00.0% | Unchanged |
| Fulcrum Equity Management | 9,905 | $300.1K | 0.33% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 9,625 | $294.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,654 | $292.5K | 0.01% | +9,654 | New |
| Vontobel Holding Ltd. | 9,583 | $290.4K | 0.00% | −3,892−28.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,505 | $288.0K | 0.00% | +33+0.3% | Added |
| Lifestyle Asset Management, Inc. | 9,482 | $287.3K | 0.16% | −1,804−16.0% | Reduced |
| Becker Capital Management Inc | 9,381 | $286.6K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,311 | $282.1K | 0.00% | −170−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 9,245 | $280.1K | 0.01% | +690+8.1% | Added |
| Great Valley Advisor Group, Inc. | 9,230 | $279.7K | 0.01% | −552−5.6% | Reduced |
| Arete Wealth Advisors, LLC | 9,210 | $279.0K | 0.02% | −48,195−84.0% | Reduced |
| PFG Investments, LLC | 9,204 | $278.9K | 0.02% | −39,036−80.9% | Reduced |
| CIBC Private Wealth Group, LLC | 10,199 | $278.6K | 0.00% | −459−4.3% | Reduced |
| Ameriflex Group, Inc. | 9,175 | $278.0K | 0.11% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,124 | $276.0K | 0.02% | −3,926−30.1% | Reduced |
| Heritage Family Offices, LLP | 9,080 | $275.1K | 0.14% | −4,801−34.6% | Reduced |
| BNP Paribas Arbitrage, SA | 9,048 | $274.2K | 0.00% | −89,835−90.8% | Reduced |
| Gotham Asset Management, LLC | 9,026 | $273.5K | 0.00% | +9,026 | New |
| Gladstone Institutional Advisory LLC | 8,975 | $271.9K | 0.01% | −10,359−53.6% | Reduced |
| Brookstone Capital Management | 8,425 | $255.3K | 0.00% | +8,425 | New |
| S. R. Schill & Associates | 8,339 | $252.7K | 0.20% | 00.0% | Unchanged |
| West Wealth Group, LLC | 8,168 | $251.4K | 0.07% | +68+0.8% | Added |
| PEAK6 LLC | 8,163 | $247.3K | 0.01% | −19,363−70.3% | Reduced |
| Soltis Investment Advisors LLC | 8,077 | $244.7K | 0.02% | −138−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 8,068 | $244.5K | 0.00% | −1,246−13.4% | Reduced |
| CI Private Wealth, LLC | 8,033 | $243.4K | 0.00% | −2,560−24.2% | Reduced |
| Nwam LLC | 8,011 | $242.7K | 0.02% | +5+0.1% | Added |
| Atticus Wealth Management, LLC | 7,811 | $236.7K | 0.08% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 7,735 | $234.4K | 0.19% | −9,669−55.6% | Reduced |
| Ethic Inc. | 7,611 | $234.3K | 0.00% | +7,611 | New |
| Cornerstone Investment Partners, LLC | 7,613 | $230.7K | 0.01% | −668−8.1% | Reduced |
| Vident Advisory, LLC | 7,497 | $227.2K | 0.00% | +7,497 | New |
| Cornerstone Wealth Management, LLC | 7,440 | $225.4K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 7,359 | $223.0K | 0.00% | −1,425−16.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,355 | $222.9K | 0.03% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,350 | $222.7K | 0.03% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 7,336 | $222.3K | 0.11% | −1,829−20.0% | Reduced |
| Larson Financial Group LLC | 7,318 | $221.7K | 0.01% | −632−7.9% | Reduced |
| J.Safra Asset Management Corp | 7,112 | $215.5K | 0.02% | +2,313+48.2% | Added |
| Norinchukin Bank, The | 7,073 | $214.3K | 0.00% | +7,073 | New |
| A&I Financial Services, LLC | 6,985 | $211.6K | 0.14% | +6,985 | New |
| Assetmark, Inc | 6,978 | $211.4K | 0.00% | +4,363+166.8% | Added |
| Lion Street Advisors, LLC | 6,943 | $210.4K | 0.07% | −1,389−16.7% | Reduced |