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 |
|---|---|---|---|---|---|
| KBC Group NV | 6,916 | $210.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 7,243 | $209.8K | 0.02% | +7,243 | New |
| Coppell Advisory Solutions LLC | 6,565 | $209.8K | 0.03% | −5,006−43.3% | Reduced |
| Jain Global LLC | 6,831 | $207.0K | 0.00% | −3,000−30.5% | Reduced |
| Smith, Moore & Co. | 6,719 | $203.6K | 0.02% | +6,719 | New |
| Integrated Wealth Concepts LLC | 6,655 | $201.7K | 0.00% | −4,766−41.7% | Reduced |
| Nova Wealth Management, Inc. | 6,122 | $185.5K | 0.16% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,130 | $185.0K | 0.00% | +6,130 | New |
| AdvisorNet Financial, Inc | 5,739 | $173.9K | 0.01% | +1,106+23.9% | Added |
| The PNC Financial Services Group, Inc. | 5,323 | $161.3K | 0.00% | +5,136+2,746.5% | Added |
| Amalgamated Bank | 5,266 | $160.0K | 0.00% | +81+1.6% | Added |
| Asset Dedication, LLC | 5,141 | $155.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 5,108 | $155.0K | 0.01% | +5,108 | New |
| Sound Income Strategies, LLC | 5,114 | $154.9K | 0.01% | −3,720−42.1% | Reduced |
| US Bancorp | 4,691 | $142.1K | 0.00% | +4,413+1,587.4% | Added |
| Centaurus Financial, Inc. | 4,348 | $132.0K | 0.01% | −345−7.4% | Reduced |
| Jones Financial Companies LLLP | 4,151 | $126.3K | 0.00% | +3,062+281.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,134 | $125.8K | 0.00% | −102−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,147 | $125.7K | 0.00% | +1,507+57.1% | Added |
| Prestige Wealth Management Group LLC | 4,047 | $123.6K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,884 | $118.0K | 0.00% | −2,699−41.0% | Reduced |
| Creekmur Asset Management LLC | 3,882 | $117.6K | 0.02% | +1,804+86.8% | Added |
| Newbridge Financial Services Group, Inc. | 3,423 | $103.7K | 0.03% | −1,242−26.6% | Reduced |
| Meeder Asset Management Inc | 3,209 | $97.2K | 0.01% | +3,209 | New |
| Promus Capital, LLC | 3,009 | $91.2K | 0.07% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 2,899 | $87.8K | 0.00% | +141+5.1% | Added |
| Sterling Capital Management LLC | 2,657 | $80.5K | 0.00% | −2,230−45.6% | Reduced |
| Main Street Group, LTD | 2,537 | $76.9K | 0.03% | +1,624+177.9% | Added |
| Franchise Capital Ltd | 2,475 | $75.0K | 0.04% | +2,475 | New |
| Garde Capital, Inc. | 2,316 | $70.2K | 0.00% | +2,316 | New |
| Lazard Asset Management LLC | 2,326 | $70.0K | 0.00% | −245−9.5% | Reduced |
| Farther Finance Advisors, LLC | 2,240 | $68.9K | 0.00% | +2+0.1% | Added |
| Huntington National Bank | 2,233 | $67.7K | 0.00% | +1,482+197.3% | Added |
| 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 |
| ORG Partners LLC | 2,000 | $61.6K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,012 | $61.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,981 | $60.0K | 0.00% | −2,702−57.7% | Reduced |
| Rakuten Investment Management, Inc. | 1,891 | $57.5K | 0.00% | +1,891 | New |
| Kessler Investment Group, LLC | 1,842 | $55.8K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 1,704 | $51.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,626 | $49.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,595 | $48.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,442 | $44.0K | 0.00% | +971+206.2% | Added |
| GAMMA Investing LLC | 1,405 | $42.6K | 0.00% | +417+42.2% | Added |
| TSFG, LLC | 1,366 | $41.0K | 0.01% | +1,366 | New |
| Decker Retirement Planning Inc. | 1,288 | $39.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,252 | $37.9K | 0.00% | −110−8.1% | Reduced |
| Continuum Advisory, LLC | 1,235 | $37.4K | 0.00% | +1,235 | New |
| TD Capital Management LLC | 1,209 | $36.6K | 0.00% | +10+0.8% | Added |
| Avalon Trust Co | 1,194 | $36.2K | 0.00% | +1,194 | New |
| Kozak & Associates, Inc. | 1,088 | $32.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,059 | $32.0K | 0.00% | −716−40.3% | Reduced |
| Spirit of America Management Corp | 1,000 | $30.3K | 0.01% | +1,000 | New |
| Principal Securities, Inc. | 1,042 | $29.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 968 | $29.3K | 0.00% | +633+189.0% | Added |
| Financial Avengers, Inc. | 926 | $28.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 896 | $27.1K | 0.01% | +8+0.9% | Added |
| Versant Capital Management, Inc | 867 | $26.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 867 | $26.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 832 | $25.2K | 0.02% | +832 | New |
| Darwin Advisors, LLC | 833 | $23.7K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 701 | $21.2K | 0.01% | +6+0.9% | Added |
| Optiver Holding B.V. | 697 | $21.1K | 0.00% | +697 | New |
| Signaturefd, LLC | 661 | $20.0K | 0.00% | −131−16.5% | Reduced |
| Bryn Mawr Trust Co | 654 | $19.8K | 0.00% | −250−27.7% | Reduced |
| Transce3nd, LLC | 635 | $19.2K | 0.01% | −43,361−98.6% | Reduced |
| Group One Trading, L.P. | 634 | $19.2K | 0.00% | −5,570−89.8% | Reduced |
| von Borstel & Associates, Inc. | 594 | $18.0K | 0.01% | +594 | New |
| Dogwood Wealth Management LLC | 579 | $17.5K | 0.01% | −219−27.4% | Reduced |
| CoreCap Advisors, LLC | 572 | $17.3K | 0.00% | +9+1.6% | Added |
| Tradewinds Capital Management, LLC | 563 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 507 | $15.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 502 | $15.3K | 0.00% | −4,829−90.6% | Reduced |
| Sofos Investments, Inc. | 481 | $14.6K | 0.00% | +481 | New |
| Archer Investment Corp | 465 | $14.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 432 | $13.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 327 | $9.91K | 0.00% | +327 | New |
| Rise Advisors, LLC | 312 | $9.45K | 0.00% | +312 | New |
| Hillsdale Investment Management Inc. | 260 | $7.88K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 204 | $6.21K | 0.00% | +204 | New |
| Rothschild Investment LLC | 195 | $5.91K | 0.00% | +95+95.0% | Added |
| Ronald Blue Trust, Inc. | 154 | $4.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $4.10K | 0.00% | +109+419.2% | Added |
| Coldstream Capital Management Inc | 125 | $3.79K | 0.00% | +125 | New |
| Quent Capital, LLC | 100 | $3.03K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 78 | $2.36K | 0.00% | +78 | New |
| Quadrant Capital Group LLC | 37 | $1.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Stephens Consulting, LLC | 30 | $909 | 0.00% | +30 | New |
| Financial Network Wealth Advisors LLC | 30 | $909 | 0.00% | +30 | New |
| Motco | 27 | $818 | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 17 | $516 | 0.00% | +17 | New |
| Iron Horse Wealth Management, LLC | 17 | $515 | 0.00% | +17 | New |
| Lindbrook Capital, LLC | 11 | $333 | 0.00% | +11 | New |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −794,200−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |