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, Q2 2025
Institutional positions in American Healthcare REIT, Inc. as of Jun 30, 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
- 415
- +24 vs. Q1 2025
- Shares held
- 147.3M
- +8.93M (+6.5%) vs. Q1 2025
- Total value
- $5.42B
- +$1.23B (+29.2%) vs. Q1 2025
- New holders
- 72
- 139 more added
- Sold out
- 48
- 157 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1 | $25 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $37 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $162 | 0.00% | +4 | New |
| Armstrong Advisory Group, Inc | 11 | $405 | 0.00% | +11 | New |
| GeoWealth Management, LLC | 13 | $478 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 17 | $625 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20 | $735 | 0.00% | −115−85.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 20 | $735 | 0.00% | +20 | New |
| NBC Securities, Inc. | 44 | $1.00K | 0.00% | +8+22.2% | Added |
| Motco | 27 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $1.47K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 75 | $2.76K | 0.00% | −3−3.8% | Reduced |
| High Note Wealth, LLC | 103 | $3.78K | 0.00% | +103 | New |
| Mount Yale Investment Advisors, LLC | 122 | $4.48K | 0.00% | +122 | New |
| Ronald Blue Trust, Inc. | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 157 | $5.77K | 0.00% | +157 | New |
| Whittier Trust Co | 206 | $7.57K | 0.00% | +206 | New |
| Hillsdale Investment Management Inc. | 240 | $8.82K | 0.00% | −20−7.7% | Reduced |
| Rothschild Investment LLC | 260 | $9.55K | 0.00% | +65+33.3% | Added |
| EverSource Wealth Advisors, LLC | 275 | $10.1K | 0.00% | −145,242−99.8% | Reduced |
| National Bank of Canada | 286 | $10.5K | 0.00% | +286 | New |
| Mid-American Wealth Advisory Group, Inc. | 289 | $10.6K | 0.01% | +289 | New |
| Global Retirement Partners, LLC | 317 | $11.6K | 0.00% | +317 | New |
| Covestor Ltd | 336 | $12.0K | 0.01% | +330+5,500.0% | Added |
| Rise Advisors, LLC | 347 | $12.7K | 0.01% | +35+11.2% | Added |
| Ci Investments Inc. | 367 | $13.0K | 0.00% | +367 | New |
| Optiver Holding B.V. | 356 | $13.1K | 0.00% | −341−48.9% | Reduced |
| Center for Financial Planning, Inc. | 432 | $15.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 465 | $17.1K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 481 | $17.7K | 0.00% | +481 | New |
| Silicon Valley Capital Partners | 506 | $18.6K | 0.00% | +4+0.8% | Added |
| Aster Capital Management (DIFC) Ltd | 529 | $19.4K | 0.00% | +529 | New |
| CoreCap Advisors, LLC | 563 | $20.7K | 0.00% | −9−1.6% | Reduced |
| Tradewinds Capital Management, LLC | 563 | $20.7K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 588 | $21.2K | 0.01% | −8,587−93.6% | Reduced |
| Gen-Wealth Partners Inc | 585 | $21.5K | 0.01% | −1,483−71.7% | Reduced |
| US Bancorp | 587 | $21.6K | 0.00% | −4,104−87.5% | Reduced |
| Bryn Mawr Trust Co | 628 | $23.1K | 0.00% | −26−4.0% | Reduced |
| Transce3nd, LLC | 635 | $23.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 719 | $26.4K | 0.00% | −9,480−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 788 | $29.0K | 0.00% | +788 | New |
| Principal Securities, Inc. | 824 | $30.3K | 0.00% | −218−20.9% | Reduced |
| Wolff Wiese Magana LLC | 832 | $30.6K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 833 | $30.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 870 | $32.0K | 0.00% | +3+0.3% | Added |
| Total Investment Management Inc | 884 | $32.5K | 0.00% | +884 | New |
| Signaturefd, LLC | 901 | $33.1K | 0.00% | +240+36.3% | Added |
| New England Capital Financial Advisors LLC | 903 | $33.2K | 0.02% | +7+0.8% | Added |
| Loomis Sayles & Co L P | 911 | $33.5K | 0.00% | −148−14.0% | Reduced |
| Financial Avengers, Inc. | 926 | $34.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 936 | $34.4K | 0.01% | +936 | New |
| Spirit of America Management Corp | 1,000 | $36.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,003 | $36.9K | 0.00% | +35+3.6% | Added |
| United Community Bank | 1,021 | $37.5K | 0.01% | +1,021 | New |
| Main Street Group, LTD | 1,029 | $37.8K | 0.01% | −1,508−59.4% | Reduced |
| Kozak & Associates, Inc. | 1,088 | $39.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,219 | $44.8K | 0.00% | +10+0.8% | Added |
| Fifth Third Bancorp | 1,252 | $46.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1,288 | $47.3K | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,341 | $49.0K | 0.00% | +1,341 | New |
| Harbor Capital Advisors, Inc. | 1,432 | $53.0K | 0.00% | −10−0.7% | Reduced |
| North Star Investment Management Corp. | 1,595 | $58.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,610 | $59.2K | 0.00% | −3,504−68.5% | Reduced |
| McIlrath & Eck, LLC | 1,626 | $59.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,648 | $60.5K | 0.01% | +1,648 | New |
| GAMMA Investing LLC | 1,716 | $63.0K | 0.00% | +311+22.1% | Added |
| Kelly Financial Group LLC | 14,373 | $66.1K | 0.02% | +14,373 | New |
| Kessler Investment Group, LLC | 1,842 | $67.7K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,012 | $73.9K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2,068 | $76.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,133 | $78.4K | 0.01% | +2,133 | New |
| Huntington National Bank | 2,233 | $82.0K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,316 | $85.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2,345 | $86.2K | 0.03% | +641+37.6% | Added |
| Farther Finance Advisors, LLC | 2,477 | $91.0K | 0.00% | +237+10.6% | Added |
| GF Fund Management Co. Ltd. | 2,799 | $102.8K | 0.00% | −100−3.4% | Reduced |
| Sterling Capital Management LLC | 2,915 | $107.1K | 0.00% | +258+9.7% | Added |
| IFP Advisors, Inc | 1,938 | $107.3K | 0.00% | −43−2.2% | Reduced |
| Promus Capital, LLC | 3,009 | $110.6K | 0.07% | 00.0% | Unchanged |
| FIL Ltd | 3,251 | $119.4K | 0.00% | +3,251 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,287 | $120.8K | 0.00% | −847−20.5% | Reduced |
| Prestige Wealth Management Group LLC | 3,267 | $120.8K | 0.02% | −780−19.3% | Reduced |
| Creative Financial Designs Inc | 3,332 | $122.4K | 0.01% | −10,304−75.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,423 | $125.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,542 | $130.1K | 0.02% | +3,542 | New |
| Larson Financial Group LLC | 3,606 | $132.5K | 0.01% | −3,712−50.7% | Reduced |
| Creekmur Asset Management LLC | 3,882 | $142.6K | 0.03% | 00.0% | Unchanged |
| Franchise Capital Ltd | 4,375 | $160.7K | 0.08% | +1,900+76.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,409 | $162.0K | 0.00% | −6,190−58.4% | Reduced |
| Jones Financial Companies LLLP | 4,526 | $163.3K | 0.00% | +375+9.0% | Added |
| KBC Group NV | 4,890 | $180.0K | 0.00% | −2,026−29.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,105 | $187.6K | 0.00% | −218−4.1% | Reduced |
| Asset Dedication, LLC | 5,141 | $188.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,157 | $189.0K | 0.01% | +809+18.6% | Added |
| Amalgamated Bank | 5,266 | $193.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5,262 | $193.0K | 0.01% | +154+3.0% | Added |
| Vident Advisory, LLC | 5,549 | $203.9K | 0.00% | −1,948−26.0% | Reduced |