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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 6,643 | $244.1K | 0.01% | +3,434+107.0% | Added |
| Assetmark, Inc | 6,583 | $241.9K | 0.00% | −395−5.7% | Reduced |
| David Loasby | 6,133 | $238.5K | 0.02% | −1,110−15.3% | Reduced |
| Secure Asset Management, LLC | 6,449 | $236.9K | 0.04% | +6,449 | New |
| ProVise Management Group, LLC | 6,298 | $231.4K | 0.02% | +6,298 | New |
| Beacon Financial Advisory LLC | 6,254 | $229.8K | 0.06% | +6,254 | New |
| Apriem Advisors | 6,038 | $221.8K | 0.02% | +6,038 | New |
| Highland Capital Management, LLC | 6,037 | $221.8K | 0.01% | +6,037 | New |
| Denver Wealth Management, Inc. | 5,815 | $213.7K | 0.09% | +5,815 | New |
| Turtle Creek Wealth Advisors, LLC | 5,735 | $210.7K | 0.02% | +5,735 | New |
| Davenport & Co LLC | 5,674 | $208.5K | 0.00% | +5,674 | New |
| AdvisorNet Financial, Inc | 5,653 | $207.7K | 0.01% | −86−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 5,630 | $207.0K | 0.01% | −6,200−52.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,625 | $206.7K | 0.00% | +5,625 | New |
| Moloney Securities Asset Management, LLC | 5,555 | $204.1K | 0.03% | +5,555 | New |
| Vident Advisory, LLC | 5,549 | $203.9K | 0.00% | −1,948−26.0% | Reduced |
| Amalgamated Bank | 5,266 | $193.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5,262 | $193.0K | 0.01% | +154+3.0% | Added |
| Centaurus Financial, Inc. | 5,157 | $189.0K | 0.01% | +809+18.6% | Added |
| Asset Dedication, LLC | 5,141 | $188.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,105 | $187.6K | 0.00% | −218−4.1% | Reduced |
| KBC Group NV | 4,890 | $180.0K | 0.00% | −2,026−29.3% | Reduced |
| Jones Financial Companies LLLP | 4,526 | $163.3K | 0.00% | +375+9.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,409 | $162.0K | 0.00% | −6,190−58.4% | Reduced |
| Franchise Capital Ltd | 4,375 | $160.7K | 0.08% | +1,900+76.8% | Added |
| Creekmur Asset Management LLC | 3,882 | $142.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,606 | $132.5K | 0.01% | −3,712−50.7% | Reduced |
| Grove Bank & Trust | 3,542 | $130.1K | 0.02% | +3,542 | New |
| Newbridge Financial Services Group, Inc. | 3,423 | $125.8K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,332 | $122.4K | 0.01% | −10,304−75.6% | Reduced |
| Prestige Wealth Management Group LLC | 3,267 | $120.8K | 0.02% | −780−19.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,287 | $120.8K | 0.00% | −847−20.5% | Reduced |
| FIL Ltd | 3,251 | $119.4K | 0.00% | +3,251 | New |
| Promus Capital, LLC | 3,009 | $110.6K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,938 | $107.3K | 0.00% | −43−2.2% | Reduced |
| Sterling Capital Management LLC | 2,915 | $107.1K | 0.00% | +258+9.7% | Added |
| GF Fund Management Co. Ltd. | 2,799 | $102.8K | 0.00% | −100−3.4% | Reduced |
| Farther Finance Advisors, LLC | 2,477 | $91.0K | 0.00% | +237+10.6% | Added |
| Tidemark, LLC | 2,345 | $86.2K | 0.03% | +641+37.6% | Added |
| Garde Capital, Inc. | 2,316 | $85.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,233 | $82.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,133 | $78.4K | 0.01% | +2,133 | New |
| POM Investment Strategies, LLC | 2,068 | $76.0K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,012 | $73.9K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,842 | $67.7K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 14,373 | $66.1K | 0.02% | +14,373 | New |
| GAMMA Investing LLC | 1,716 | $63.0K | 0.00% | +311+22.1% | Added |
| State of Wyoming | 1,648 | $60.5K | 0.01% | +1,648 | New |
| McIlrath & Eck, LLC | 1,626 | $59.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,610 | $59.2K | 0.00% | −3,504−68.5% | Reduced |
| North Star Investment Management Corp. | 1,595 | $58.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,432 | $53.0K | 0.00% | −10−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,341 | $49.0K | 0.00% | +1,341 | New |
| Decker Retirement Planning Inc. | 1,288 | $47.3K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,252 | $46.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,219 | $44.8K | 0.00% | +10+0.8% | Added |
| Kozak & Associates, Inc. | 1,088 | $39.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,029 | $37.8K | 0.01% | −1,508−59.4% | Reduced |
| United Community Bank | 1,021 | $37.5K | 0.01% | +1,021 | New |
| Massmutual Trust Co FSB | 1,003 | $36.9K | 0.00% | +35+3.6% | Added |
| Spirit of America Management Corp | 1,000 | $36.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 936 | $34.4K | 0.01% | +936 | New |
| Financial Avengers, Inc. | 926 | $34.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 911 | $33.5K | 0.00% | −148−14.0% | Reduced |
| New England Capital Financial Advisors LLC | 903 | $33.2K | 0.02% | +7+0.8% | Added |
| Signaturefd, LLC | 901 | $33.1K | 0.00% | +240+36.3% | Added |
| Total Investment Management Inc | 884 | $32.5K | 0.00% | +884 | New |
| Versant Capital Management, Inc | 870 | $32.0K | 0.00% | +3+0.3% | Added |
| Darwin Advisors, LLC | 833 | $30.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 832 | $30.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 824 | $30.3K | 0.00% | −218−20.9% | Reduced |
| SRS Capital Advisors, Inc. | 788 | $29.0K | 0.00% | +788 | New |
| CIBC Private Wealth Group, LLC | 719 | $26.4K | 0.00% | −9,480−93.0% | Reduced |
| Transce3nd, LLC | 635 | $23.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 628 | $23.1K | 0.00% | −26−4.0% | Reduced |
| US Bancorp | 587 | $21.6K | 0.00% | −4,104−87.5% | Reduced |
| Gen-Wealth Partners Inc | 585 | $21.5K | 0.01% | −1,483−71.7% | Reduced |
| Ameriflex Group, Inc. | 588 | $21.2K | 0.01% | −8,587−93.6% | Reduced |
| CoreCap Advisors, LLC | 563 | $20.7K | 0.00% | −9−1.6% | Reduced |
| Tradewinds Capital Management, LLC | 563 | $20.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 529 | $19.4K | 0.00% | +529 | New |
| Silicon Valley Capital Partners | 506 | $18.6K | 0.00% | +4+0.8% | Added |
| Financial Gravity Companies, Inc. | 481 | $17.7K | 0.00% | +481 | New |
| Archer Investment Corp | 465 | $17.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 432 | $15.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 356 | $13.1K | 0.00% | −341−48.9% | Reduced |
| Ci Investments Inc. | 367 | $13.0K | 0.00% | +367 | New |
| Rise Advisors, LLC | 347 | $12.7K | 0.01% | +35+11.2% | Added |
| Covestor Ltd | 336 | $12.0K | 0.01% | +330+5,500.0% | Added |
| Global Retirement Partners, LLC | 317 | $11.6K | 0.00% | +317 | New |
| Mid-American Wealth Advisory Group, Inc. | 289 | $10.6K | 0.01% | +289 | New |
| National Bank of Canada | 286 | $10.5K | 0.00% | +286 | New |
| EverSource Wealth Advisors, LLC | 275 | $10.1K | 0.00% | −145,242−99.8% | Reduced |
| Rothschild Investment LLC | 260 | $9.55K | 0.00% | +65+33.3% | Added |
| Hillsdale Investment Management Inc. | 240 | $8.82K | 0.00% | −20−7.7% | Reduced |
| Whittier Trust Co | 206 | $7.57K | 0.00% | +206 | New |
| Private Wealth Asset Management, LLC | 157 | $5.77K | 0.00% | +157 | New |
| Ronald Blue Trust, Inc. | 154 | $5.66K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 122 | $4.48K | 0.00% | +122 | New |
| High Note Wealth, LLC | 103 | $3.78K | 0.00% | +103 | New |