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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 5,555 | $204.1K | 0.03% | +5,555 | New |
| Envestnet Portfolio Solutions, Inc. | 5,625 | $206.7K | 0.00% | +5,625 | New |
| Harvest Fund Management Co., Ltd | 5,630 | $207.0K | 0.01% | −6,200−52.4% | Reduced |
| AdvisorNet Financial, Inc | 5,653 | $207.7K | 0.01% | −86−1.5% | Reduced |
| Davenport & Co LLC | 5,674 | $208.5K | 0.00% | +5,674 | New |
| Turtle Creek Wealth Advisors, LLC | 5,735 | $210.7K | 0.02% | +5,735 | New |
| Denver Wealth Management, Inc. | 5,815 | $213.7K | 0.09% | +5,815 | New |
| Highland Capital Management, LLC | 6,037 | $221.8K | 0.01% | +6,037 | New |
| Apriem Advisors | 6,038 | $221.8K | 0.02% | +6,038 | New |
| Beacon Financial Advisory LLC | 6,254 | $229.8K | 0.06% | +6,254 | New |
| ProVise Management Group, LLC | 6,298 | $231.4K | 0.02% | +6,298 | New |
| Secure Asset Management, LLC | 6,449 | $236.9K | 0.04% | +6,449 | New |
| David Loasby | 6,133 | $238.5K | 0.02% | −1,110−15.3% | Reduced |
| Assetmark, Inc | 6,583 | $241.9K | 0.00% | −395−5.7% | Reduced |
| Meeder Asset Management Inc | 6,643 | $244.1K | 0.01% | +3,434+107.0% | Added |
| Smith, Moore & Co. | 6,719 | $246.9K | 0.02% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 6,847 | $251.6K | 0.14% | −138−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,095 | $260.7K | 0.00% | +7,095 | New |
| Wealthcare Advisory Partners LLC | 7,208 | $264.8K | 0.01% | −6,510−47.5% | Reduced |
| International Assets Investment Management, LLC | 7,317 | $268.8K | 0.02% | +7,317 | New |
| Tran Capital Management, L.P. | 7,350 | $270.0K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,355 | $270.2K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,373 | $270.9K | 0.08% | +430+6.2% | Added |
| Cornerstone Wealth Management, LLC | 7,440 | $273.3K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,500 | $275.6K | 0.00% | +7,500 | New |
| Heritage Family Offices, LLP | 9,080 | $276.3K | 0.14% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7,592 | $278.9K | 0.02% | +480+6.7% | Added |
| Norinchukin Bank, The | 7,601 | $279.3K | 0.00% | +528+7.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,623 | $280.1K | 0.02% | +7,623 | New |
| JustInvest LLC | 7,673 | $281.9K | 0.00% | +7,673 | New |
| Kovack Advisors, Inc. | 7,687 | $282.4K | 0.03% | +7,687 | New |
| Atticus Wealth Management, LLC | 7,811 | $287.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,834 | $288.0K | 0.00% | +3,950+101.7% | Added |
| Zacks Investment Management | 7,877 | $289.4K | 0.00% | −12,394−61.1% | Reduced |
| S. R. Schill & Associates | 8,339 | $306.4K | 0.23% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,381 | $307.9K | 0.02% | −823−8.9% | Reduced |
| Investmark Advisory Group LLC | 8,396 | $308.5K | 0.14% | −2,920−25.8% | Reduced |
| Park Avenue Securities LLC | 8,642 | $318.0K | 0.00% | +8,642 | New |
| Pure Financial Advisors, Inc. | 8,830 | $324.4K | 0.01% | −415−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 8,856 | $325.4K | 0.01% | −374−4.1% | Reduced |
| Soltis Investment Advisors LLC | 8,857 | $325.4K | 0.03% | +780+9.7% | Added |
| CI Private Wealth, LLC | 8,909 | $327.3K | 0.00% | +876+10.9% | Added |
| West Wealth Group, LLC | 8,285 | $328.5K | 0.08% | +117+1.4% | Added |
| Vontobel Holding Ltd. | 9,147 | $336.1K | 0.00% | −436−4.5% | Reduced |
| Medallion Wealth Advisors, LLC | 9,310 | $338.1K | 0.13% | −779−7.7% | Reduced |
| Fiduciary Alliance LLC | 9,244 | $339.6K | 0.03% | −926−9.1% | Reduced |
| SageView Advisory Group, LLC | 9,344 | $345.8K | 0.01% | −3,207−25.6% | Reduced |
| Lifestyle Asset Management, Inc. | 9,482 | $348.4K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 9,641 | $354.2K | 0.10% | +9,641 | New |
| Panoramic Investment Advisors, LLC | 9,690 | $356.0K | 0.22% | −3,509−26.6% | Reduced |
| Centiva Capital, LP | 9,873 | $362.7K | 0.02% | +9,873 | New |
| Fulcrum Equity Management | 9,905 | $363.9K | 0.37% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,981 | $366.7K | 0.05% | +9,981 | New |
| Golden State Wealth Management, LLC | 10,346 | $380.1K | 0.05% | +18+0.2% | Added |
| RFG Advisory, LLC | 10,402 | $382.2K | 0.01% | −3,553−25.5% | Reduced |
| VisionPoint Advisory Group, LLC | 10,538 | $387.1K | 0.08% | +10,538 | New |
| Ballentine Partners, LLC | 10,745 | $394.8K | 0.01% | +1,091+11.3% | Added |
| Ethic Inc. | 11,022 | $397.6K | 0.01% | +3,411+44.8% | Added |
| HRC Wealth Management, LLC | 11,142 | $409.4K | 0.22% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,235 | $412.8K | 0.00% | +1,730+18.2% | Added |
| Mercer Global Advisors Inc | 11,351 | $416.3K | 0.00% | +1,164+11.4% | Added |
| Mutual Advisors, LLC | 11,146 | $416.3K | 0.01% | +543+5.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $420.2K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,461 | $421.1K | 0.11% | +11,461 | New |
| RSM US Wealth Management LLC | 11,427 | $422.8K | 0.01% | −151−1.3% | Reduced |
| Anson Capital, Inc. | 11,523 | $423.4K | 0.34% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 11,713 | $430.3K | 0.19% | +11,713 | New |
| Stratos Wealth Partners, LTD. | 11,878 | $436.4K | 0.01% | −4,192−26.1% | Reduced |
| Harbour Investments, Inc. | 11,892 | $436.9K | 0.01% | −1,281−9.7% | Reduced |
| Ameritas Advisory Services, LLC | 11,990 | $440.5K | 0.02% | −1,522−11.3% | Reduced |
| Mackenzie Financial Corp | 12,169 | $447.1K | 0.00% | +317+2.7% | Added |
| Xponance, Inc. | 12,363 | $454.2K | 0.00% | +874+7.6% | Added |
| Squarepoint Ops LLC | 12,438 | $457.0K | 0.00% | +12,438 | New |
| Accurate Wealth Management, LLC | 12,980 | $470.0K | 0.07% | 00.0% | Unchanged |
| Castleview Partners, LLC | 12,828 | $471.3K | 0.30% | −215−1.6% | Reduced |
| Gotham Asset Management, LLC | 12,851 | $472.1K | 0.00% | +3,825+42.4% | Added |
| Foundations Investment Advisors, LLC | 12,852 | $472.2K | 0.01% | +4,784+59.3% | Added |
| Selective Wealth Management, Inc. | 13,128 | $473.1K | 0.17% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 13,039 | $479.0K | 0.25% | −12,074−48.1% | Reduced |
| Arete Wealth Advisors, LLC | 13,465 | $495.0K | 0.04% | +4,255+46.2% | Added |
| CIBC World Markets Inc. | 13,710 | $503.7K | 0.00% | −139−1.0% | Reduced |
| M&T Bank Corp | 13,754 | $505.6K | 0.00% | +644+4.9% | Added |
| Landscape Capital Management, L.L.C. | 13,911 | $511.1K | 0.04% | +3,255+30.5% | Added |
| Convergence Investment Partners, LLC | 14,189 | $521.3K | 0.13% | +14,189 | New |
| United Capital Financial Advisers, LLC | 14,220 | $522.4K | 0.00% | +516+3.8% | Added |
| Benjamin Edwards Inc | 14,430 | $530.2K | 0.01% | +62+0.4% | Added |
| BCJ Capital Management, LLC | 14,447 | $530.8K | 0.04% | −654−4.3% | Reduced |
| Change Path, LLC | 14,528 | $533.8K | 0.01% | +2,257+18.4% | Added |
| Integrated Wealth Concepts LLC | 14,674 | $539.1K | 0.01% | +8,019+120.5% | Added |
| Atria Wealth Solutions, Inc. | 14,646 | $541.9K | 0.01% | −8,120−35.7% | Reduced |
| Sigma Planning Corp | 15,291 | $561.8K | 0.02% | −8,899−36.8% | Reduced |
| Nvest Financial, LLC | 15,536 | $570.8K | 0.30% | +15,536 | New |
| Spire Wealth Management | 15,648 | $574.9K | 0.02% | +3,893+33.1% | Added |
| Accel Wealth Management | 15,781 | $579.8K | 0.19% | +4,287+37.3% | Added |
| Sequoia Financial Advisors, LLC | 15,783 | $579.9K | 0.00% | +57+0.4% | Added |
| Truist Financial Corp | 15,913 | $584.7K | 0.00% | +1,691+11.9% | Added |
| Kingsview Wealth Management, LLC | 16,254 | $597.2K | 0.01% | +4,252+35.4% | Added |
| Ameritas Investment Partners, Inc. | 16,264 | $597.5K | 0.02% | +882+5.7% | Added |
| Quantbot Technologies LP | 16,367 | $601.3K | 0.02% | −2,677−14.1% | Reduced |
| Janney Montgomery Scott LLC | 16,531 | $607.0K | 0.00% | −962−5.5% | Reduced |