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, Q3 2025
Institutional positions in American Healthcare REIT, Inc. as of Sep 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
- 449
- +39 vs. Q2 2025
- Shares held
- 151.1M
- +4.53M (+3.1%) vs. Q2 2025
- Total value
- $6.36B
- +$965.7M (+17.9%) vs. Q2 2025
- New holders
- 80
- 147 more added
- Sold out
- 41
- 155 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $294 | 0.00% | +7 | New |
| Armstrong Advisory Group, Inc | 11 | $463 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $588 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 17 | $715 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20 | $840 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 21 | $882 | 0.00% | +21 | New |
| Financial Consulate, Inc | 24 | $1.01K | 0.00% | +24 | New |
| Motco | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $1.51K | 0.00% | −8−18.2% | Reduced |
| Marquette Asset Management, LLC | 38 | $1.60K | 0.00% | +38 | New |
| Bare Financial Services, Inc | 53 | $2.23K | 0.00% | +13+32.5% | Added |
| Parkside Financial Bank & Trust | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 88 | $3.70K | 0.00% | −15−14.6% | Reduced |
| Quent Capital, LLC | 100 | $4.20K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 108 | $4.54K | 0.00% | +108 | New |
| Quarry LP | 131 | $5.50K | 0.00% | +131 | New |
| Ronald Blue Trust, Inc. | 154 | $6.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 157 | $6.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $7.23K | 0.00% | −831−82.9% | Reduced |
| Bessemer Group Inc | 195 | $8.00K | 0.00% | +195 | New |
| Whittier Trust Co | 206 | $8.43K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 220 | $9.24K | 0.00% | −20−8.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 225 | $9.45K | 0.00% | +225 | New |
| Rothschild Investment LLC | 236 | $9.91K | 0.00% | −24−9.2% | Reduced |
| Clearstead Advisors, LLC | 254 | $10.7K | 0.00% | +254 | New |
| Rockefeller Capital Management L.P. | 291 | $12.2K | 0.00% | +291 | New |
| Ameriflex Group, Inc. | 292 | $12.3K | 0.00% | −296−50.3% | Reduced |
| Smartleaf Asset Management LLC | 324 | $13.5K | 0.00% | +324 | New |
| Covestor Ltd | 336 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 342 | $14.4K | 0.00% | +67+24.4% | Added |
| Rise Advisors, LLC | 347 | $14.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 390 | $16.0K | 0.00% | +23+6.3% | Added |
| Measured Wealth Private Client Group, LLC | 392 | $16.5K | 0.00% | +392 | New |
| Shell Asset Management Co | 422 | $18.0K | 0.00% | +422 | New |
| Center for Financial Planning, Inc. | 432 | $18.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 465 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 481 | $20.2K | 0.00% | +481 | New |
| Silicon Valley Capital Partners | 510 | $21.4K | 0.00% | +4+0.8% | Added |
| Tradewinds Capital Management, LLC | 563 | $23.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 585 | $24.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 652 | $27.4K | 0.00% | +296+83.1% | Added |
| Trust Co of Vermont | 657 | $27.6K | 0.00% | +657 | New |
| Principal Securities, Inc. | 741 | $31.1K | 0.00% | −83−10.1% | Reduced |
| Loomis Sayles & Co L P | 761 | $32.0K | 0.00% | −150−16.5% | Reduced |
| Wolff Wiese Magana LLC | 832 | $35.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 833 | $35.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 865 | $36.3K | 0.00% | −2,741−76.0% | Reduced |
| Versant Capital Management, Inc | 870 | $36.5K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 909 | $38.2K | 0.02% | +6+0.7% | Added |
| Financial Avengers, Inc. | 926 | $38.9K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 936 | $39.3K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,029 | $43.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,085 | $45.6K | 0.00% | +498+84.8% | Added |
| Harbor Capital Advisors, Inc. | 1,101 | $46.0K | 0.00% | −331−23.1% | Reduced |
| Global Retirement Partners, LLC | 1,158 | $48.6K | 0.00% | +841+265.3% | Added |
| TD Capital Management LLC | 1,228 | $51.6K | 0.00% | +9+0.7% | Added |
| Kozak & Associates, Inc. | 1,088 | $52.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,252 | $52.6K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1,288 | $54.1K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 13,975 | $57.3K | 0.02% | −398−2.8% | Reduced |
| Simplex Trading, LLC | 1,523 | $63.0K | 0.00% | +1,523 | New |
| Signaturefd, LLC | 1,523 | $64.0K | 0.00% | +622+69.0% | Added |
| Sound Income Strategies, LLC | 1,610 | $65.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,595 | $67.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,626 | $68.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,648 | $69.2K | 0.01% | −1,894−53.5% | Reduced |
| Virtus ETF Advisers LLC | 1,660 | $69.7K | 0.04% | +1,660 | New |
| Avalon Trust Co | 1,715 | $72.0K | 0.00% | +1,715 | New |
| CoreCap Advisors, LLC | 1,837 | $77.2K | 0.00% | +1,274+226.3% | Added |
| CIBC Private Wealth Group, LLC | 1,872 | $78.6K | 0.00% | +1,153+160.4% | Added |
| Indiana Trust & Investment Management CO | 2,012 | $84.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,053 | $86.2K | 0.00% | +337+19.6% | Added |
| POM Investment Strategies, LLC | 2,068 | $86.9K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 2,233 | $93.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,351 | $98.8K | 0.00% | +413+21.3% | Added |
| Advisory Services Network, LLC | 2,414 | $101.4K | 0.00% | +2,414 | New |
| GF Fund Management Co. Ltd. | 2,639 | $110.9K | 0.00% | −160−5.7% | Reduced |
| Wealthspire Advisors, LLC | 2,646 | $111.2K | 0.00% | +2,646 | New |
| FIL Ltd | 2,674 | $112.3K | 0.00% | −577−17.7% | Reduced |
| Exchange Traded Concepts, LLC | 2,817 | $118.3K | 0.00% | +2,817 | New |
| SRS Capital Advisors, Inc. | 2,912 | $122.3K | 0.00% | +2,124+269.5% | Added |
| Promus Capital, LLC | 3,009 | $126.4K | 0.08% | 00.0% | Unchanged |
| Tidemark, LLC | 3,195 | $134.2K | 0.04% | +850+36.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,229 | $135.7K | 0.02% | −194−5.7% | Reduced |
| Prestige Wealth Management Group LLC | 3,267 | $138.1K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,332 | $140.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,367 | $141.4K | 0.01% | +1,234+57.9% | Added |
| Strategic Advocates LLC | 3,464 | $145.5K | 0.04% | +3,464 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,495 | $146.8K | 0.00% | +208+6.3% | Added |
| Creekmur Asset Management LLC | 3,882 | $163.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,938 | $165.4K | 0.00% | −1,167−22.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,995 | $168.0K | 0.01% | −1,635−29.0% | Reduced |
| Franchise Capital Ltd | 4,375 | $183.8K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,381 | $184.0K | 0.00% | −28−0.6% | Reduced |
| Longboard Asset Management, LP | 4,807 | $201.9K | 0.33% | +4,807 | New |
| Coppell Advisory Solutions LLC | 4,844 | $202.4K | 0.02% | +4,844 | New |