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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 19,779 | $726.7K | 0.01% | −5,271−21.0% | Reduced |
| CIBC World Markets Corp | 19,628 | $721.1K | 0.00% | −14,112−41.8% | Reduced |
| AE Wealth Management LLC | 19,212 | $705.9K | 0.01% | −2,144−10.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,161 | $704.0K | 0.01% | −5,918−23.6% | Reduced |
| Two Sigma Investments, LP | 19,069 | $700.6K | 0.00% | −83,585−81.4% | Reduced |
| Militia Capital Partners, LP | 18,800 | $690.7K | 0.33% | −11,000−36.9% | Reduced |
| Advisory Resource Group | 18,732 | $688.2K | 0.13% | −6,663−26.2% | Reduced |
| Csenge Advisory Group | 19,499 | $681.3K | 0.04% | −3,418−14.9% | Reduced |
| Cresset Asset Management, LLC | 18,302 | $677.0K | 0.00% | −2,097−10.3% | Reduced |
| Seven Springs Wealth Group, LLC | 18,274 | $671.4K | 0.17% | −395−2.1% | Reduced |
| Balyasny Asset Management LLC | 17,737 | $651.7K | 0.00% | −51,321−74.3% | Reduced |
| WCG Wealth Advisors LLC | 17,621 | $647.4K | 0.04% | −926−5.0% | Reduced |
| Gallacher Capital Management LLC | 17,405 | $639.5K | 0.30% | +17,405 | New |
| Baldwin Brothers Inc | 17,373 | $638.3K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17,075 | $627.3K | 0.08% | −3,625−17.5% | Reduced |
| Janney Montgomery Scott LLC | 16,531 | $607.0K | 0.00% | −962−5.5% | Reduced |
| Quantbot Technologies LP | 16,367 | $601.3K | 0.02% | −2,677−14.1% | Reduced |
| Ameritas Investment Partners, Inc. | 16,264 | $597.5K | 0.02% | +882+5.7% | Added |
| Kingsview Wealth Management, LLC | 16,254 | $597.2K | 0.01% | +4,252+35.4% | Added |
| Truist Financial Corp | 15,913 | $584.7K | 0.00% | +1,691+11.9% | Added |
| Sequoia Financial Advisors, LLC | 15,783 | $579.9K | 0.00% | +57+0.4% | Added |
| Accel Wealth Management | 15,781 | $579.8K | 0.19% | +4,287+37.3% | Added |
| Spire Wealth Management | 15,648 | $574.9K | 0.02% | +3,893+33.1% | Added |
| Nvest Financial, LLC | 15,536 | $570.8K | 0.30% | +15,536 | New |
| Sigma Planning Corp | 15,291 | $561.8K | 0.02% | −8,899−36.8% | Reduced |
| Atria Wealth Solutions, Inc. | 14,646 | $541.9K | 0.01% | −8,120−35.7% | Reduced |
| Integrated Wealth Concepts LLC | 14,674 | $539.1K | 0.01% | +8,019+120.5% | Added |
| Change Path, LLC | 14,528 | $533.8K | 0.01% | +2,257+18.4% | Added |
| BCJ Capital Management, LLC | 14,447 | $530.8K | 0.04% | −654−4.3% | Reduced |
| Benjamin Edwards Inc | 14,430 | $530.2K | 0.01% | +62+0.4% | Added |
| United Capital Financial Advisers, LLC | 14,220 | $522.4K | 0.00% | +516+3.8% | Added |
| Convergence Investment Partners, LLC | 14,189 | $521.3K | 0.13% | +14,189 | New |
| Landscape Capital Management, L.L.C. | 13,911 | $511.1K | 0.04% | +3,255+30.5% | Added |
| M&T Bank Corp | 13,754 | $505.6K | 0.00% | +644+4.9% | Added |
| CIBC World Markets Inc. | 13,710 | $503.7K | 0.00% | −139−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 13,465 | $495.0K | 0.04% | +4,255+46.2% | Added |
| Peak Financial Advisors LLC | 13,039 | $479.0K | 0.25% | −12,074−48.1% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $473.1K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 12,852 | $472.2K | 0.01% | +4,784+59.3% | Added |
| Gotham Asset Management, LLC | 12,851 | $472.1K | 0.00% | +3,825+42.4% | Added |
| Castleview Partners, LLC | 12,828 | $471.3K | 0.30% | −215−1.6% | Reduced |
| Accurate Wealth Management, LLC | 12,980 | $470.0K | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,438 | $457.0K | 0.00% | +12,438 | New |
| Xponance, Inc. | 12,363 | $454.2K | 0.00% | +874+7.6% | Added |
| Mackenzie Financial Corp | 12,169 | $447.1K | 0.00% | +317+2.7% | Added |
| Ameritas Advisory Services, LLC | 11,990 | $440.5K | 0.02% | −1,522−11.3% | Reduced |
| Harbour Investments, Inc. | 11,892 | $436.9K | 0.01% | −1,281−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 11,878 | $436.4K | 0.01% | −4,192−26.1% | Reduced |
| HMS Capital Management, LLC | 11,713 | $430.3K | 0.19% | +11,713 | New |
| Anson Capital, Inc. | 11,523 | $423.4K | 0.34% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,427 | $422.8K | 0.01% | −151−1.3% | Reduced |
| Bridgefront Capital, LLC | 11,461 | $421.1K | 0.11% | +11,461 | New |
| Gallagher Fiduciary Advisors, LLC | 11,438 | $420.2K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,146 | $416.3K | 0.01% | +543+5.1% | Added |
| Mercer Global Advisors Inc | 11,351 | $416.3K | 0.00% | +1,164+11.4% | Added |
| Beacon Pointe Advisors, LLC | 11,235 | $412.8K | 0.00% | +1,730+18.2% | Added |
| HRC Wealth Management, LLC | 11,142 | $409.4K | 0.22% | 00.0% | Unchanged |
| Ethic Inc. | 11,022 | $397.6K | 0.01% | +3,411+44.8% | Added |
| Ballentine Partners, LLC | 10,745 | $394.8K | 0.01% | +1,091+11.3% | Added |
| VisionPoint Advisory Group, LLC | 10,538 | $387.1K | 0.08% | +10,538 | New |
| RFG Advisory, LLC | 10,402 | $382.2K | 0.01% | −3,553−25.5% | Reduced |
| Golden State Wealth Management, LLC | 10,346 | $380.1K | 0.05% | +18+0.2% | Added |
| Inscription Capital, LLC | 9,981 | $366.7K | 0.05% | +9,981 | New |
| Fulcrum Equity Management | 9,905 | $363.9K | 0.37% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,873 | $362.7K | 0.02% | +9,873 | New |
| Panoramic Investment Advisors, LLC | 9,690 | $356.0K | 0.22% | −3,509−26.6% | Reduced |
| World Equity Group, Inc. | 9,641 | $354.2K | 0.10% | +9,641 | New |
| Lifestyle Asset Management, Inc. | 9,482 | $348.4K | 0.16% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,344 | $345.8K | 0.01% | −3,207−25.6% | Reduced |
| Fiduciary Alliance LLC | 9,244 | $339.6K | 0.03% | −926−9.1% | Reduced |
| Medallion Wealth Advisors, LLC | 9,310 | $338.1K | 0.13% | −779−7.7% | Reduced |
| Vontobel Holding Ltd. | 9,147 | $336.1K | 0.00% | −436−4.5% | Reduced |
| West Wealth Group, LLC | 8,285 | $328.5K | 0.08% | +117+1.4% | Added |
| CI Private Wealth, LLC | 8,909 | $327.3K | 0.00% | +876+10.9% | Added |
| Soltis Investment Advisors LLC | 8,857 | $325.4K | 0.03% | +780+9.7% | Added |
| Great Valley Advisor Group, Inc. | 8,856 | $325.4K | 0.01% | −374−4.1% | Reduced |
| Pure Financial Advisors, Inc. | 8,830 | $324.4K | 0.01% | −415−4.5% | Reduced |
| Park Avenue Securities LLC | 8,642 | $318.0K | 0.00% | +8,642 | New |
| Investmark Advisory Group LLC | 8,396 | $308.5K | 0.14% | −2,920−25.8% | Reduced |
| PFG Investments, LLC | 8,381 | $307.9K | 0.02% | −823−8.9% | Reduced |
| S. R. Schill & Associates | 8,339 | $306.4K | 0.23% | 00.0% | Unchanged |
| Zacks Investment Management | 7,877 | $289.4K | 0.00% | −12,394−61.1% | Reduced |
| SG Americas Securities, LLC | 7,834 | $288.0K | 0.00% | +3,950+101.7% | Added |
| Atticus Wealth Management, LLC | 7,811 | $287.0K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,687 | $282.4K | 0.03% | +7,687 | New |
| JustInvest LLC | 7,673 | $281.9K | 0.00% | +7,673 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,623 | $280.1K | 0.02% | +7,623 | New |
| Norinchukin Bank, The | 7,601 | $279.3K | 0.00% | +528+7.5% | Added |
| J.Safra Asset Management Corp | 7,592 | $278.9K | 0.02% | +480+6.7% | Added |
| Heritage Family Offices, LLP | 9,080 | $276.3K | 0.14% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,500 | $275.6K | 0.00% | +7,500 | New |
| Cornerstone Wealth Management, LLC | 7,440 | $273.3K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,373 | $270.9K | 0.08% | +430+6.2% | Added |
| Onyx Bridge Wealth Group LLC | 7,355 | $270.2K | 0.04% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,350 | $270.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,317 | $268.8K | 0.02% | +7,317 | New |
| Wealthcare Advisory Partners LLC | 7,208 | $264.8K | 0.01% | −6,510−47.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,095 | $260.7K | 0.00% | +7,095 | New |
| A&I Financial Services, LLC | 6,847 | $251.6K | 0.14% | −138−2.0% | Reduced |
| Smith, Moore & Co. | 6,719 | $246.9K | 0.02% | 00.0% | Unchanged |