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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 4,874 | $204.8K | 0.00% | −26,460−84.4% | Reduced |
| KBC Group NV | 4,890 | $205.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,918 | $207.0K | 0.01% | +4,918 | New |
| Tower Research Capital LLC (TRC) | 4,957 | $208.2K | 0.01% | −18,032−78.4% | Reduced |
| Coastal Bridge Advisors, LLC | 4,965 | $208.6K | 0.02% | +4,965 | New |
| Norden Group LLC | 4,981 | $209.3K | 0.02% | +4,981 | New |
| TCG Advisory Services, LLC | 5,014 | $210.6K | 0.01% | +5,014 | New |
| Caliber Wealth Management, LLC | 5,056 | $212.4K | 0.02% | +5,056 | New |
| M&G Plc | 5,111 | $214.7K | 0.00% | +5,111 | New |
| Saxony Capital Management, LLC | 5,124 | $215.3K | 0.14% | +5,124 | New |
| Asset Dedication, LLC | 5,141 | $216.0K | 0.01% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 5,147 | $216.2K | 0.05% | +5,147 | New |
| West Michigan Advisors, LLC | 5,129 | $216.8K | 0.05% | +5,129 | New |
| Western Wealth Management, LLC | 5,171 | $217.2K | 0.01% | +5,171 | New |
| Empowered Funds, LLC | 5,175 | $217.4K | 0.00% | +5,175 | New |
| First Heartland Consultants, Inc. | 5,233 | $219.8K | 0.02% | +5,233 | New |
| Smith, Salley & Associates | 5,234 | $219.9K | 0.01% | +5,234 | New |
| Amalgamated Bank | 5,266 | $221.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5,262 | $221.0K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 5,276 | $221.7K | 0.01% | +5,276 | New |
| Stifel Financial Corp | 5,278 | $221.7K | 0.00% | +5,278 | New |
| Sanctuary Advisors, LLC | 5,335 | $224.1K | 0.00% | +5,335 | New |
| Denver Wealth Management, Inc. | 5,417 | $227.6K | 0.08% | −398−6.8% | Reduced |
| Centaurus Financial, Inc. | 5,503 | $231.0K | 0.01% | +346+6.7% | Added |
| We Are One Seven, LLC | 5,579 | $234.4K | 0.01% | +5,579 | New |
| AdvisorNet Financial, Inc | 5,653 | $237.5K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,673 | $238.3K | 0.01% | +5,673 | New |
| Turtle Creek Wealth Advisors, LLC | 5,735 | $240.9K | 0.02% | 00.0% | Unchanged |
| David Loasby | 5,948 | $244.2K | 0.02% | −185−3.0% | Reduced |
| Fieldview Capital Management, LLC | 5,941 | $249.6K | 0.04% | +5,941 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,940 | $250.0K | 0.00% | +4,599+343.0% | Added |
| Highland Capital Management, LLC | 5,968 | $250.7K | 0.01% | −69−1.1% | Reduced |
| Apriem Advisors | 6,038 | $253.7K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,070 | $255.0K | 0.00% | −2,839−31.9% | Reduced |
| PFG Investments, LLC | 6,210 | $260.9K | 0.01% | −2,171−25.9% | Reduced |
| ProVise Management Group, LLC | 6,298 | $264.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,317 | $265.0K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6,410 | $269.3K | 0.05% | +6,410 | New |
| Harvest Investment Services, LLC | 6,464 | $271.6K | 0.05% | +6,464 | New |
| Brookstone Capital Management | 6,489 | $272.6K | 0.00% | +6,489 | New |
| Sheets Smith Wealth Management | 6,507 | $273.4K | 0.03% | +6,507 | New |
| Assetmark, Inc | 6,518 | $273.8K | 0.00% | −65−1.0% | Reduced |
| Meeder Asset Management Inc | 6,582 | $276.5K | 0.02% | −61−0.9% | Reduced |
| Smith, Moore & Co. | 6,719 | $282.3K | 0.02% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 6,847 | $287.2K | 0.14% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 7,141 | $300.0K | 0.00% | +7,141 | New |
| Benjamin Edwards Inc | 7,252 | $304.6K | 0.00% | −7,178−49.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,260 | $305.0K | 0.00% | +165+2.3% | Added |
| Sterling Capital Management LLC | 7,263 | $305.1K | 0.00% | +4,348+149.2% | Added |
| State of Wyoming | 7,278 | $305.7K | 0.03% | +5,630+341.6% | Added |
| Kovack Advisors, Inc. | 7,281 | $305.9K | 0.03% | −406−5.3% | Reduced |
| Anson Capital, Inc. | 7,322 | $307.6K | 0.23% | −4,201−36.5% | Reduced |
| Tran Capital Management, L.P. | 7,350 | $308.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,367 | $309.5K | 0.02% | −1,877−20.3% | Reduced |
| Cornerstone Wealth Management, LLC | 7,440 | $312.6K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,568 | $317.9K | 0.00% | +7,568 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,623 | $320.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,767 | $326.3K | 0.00% | −3,584−31.6% | Reduced |
| Change Path, LLC | 7,777 | $326.7K | 0.01% | −6,751−46.5% | Reduced |
| Atticus Wealth Management, LLC | 7,811 | $328.1K | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,970 | $334.8K | 0.00% | +369+4.9% | Added |
| Investmark Advisory Group LLC | 8,003 | $336.2K | 0.15% | −393−4.7% | Reduced |
| Mutual Advisors, LLC | 7,759 | $337.5K | 0.01% | −3,387−30.4% | Reduced |
| Susquehanna International Group, LLP | 8,065 | $338.8K | 0.00% | −184,303−95.8% | Reduced |
| Park Avenue Securities LLC | 8,157 | $343.0K | 0.00% | −485−5.6% | Reduced |
| MQS Management LLC | 8,249 | $346.5K | 0.20% | +8,249 | New |
| S. R. Schill & Associates | 8,339 | $350.3K | 0.25% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 8,402 | $353.0K | 0.16% | −678−7.5% | Reduced |
| JustInvest LLC | 8,425 | $353.9K | 0.00% | +752+9.8% | Added |
| West Wealth Group, LLC | 8,285 | $354.0K | 0.08% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 8,429 | $354.1K | 0.06% | +8,429 | New |
| Panoramic Investment Advisors, LLC | 8,692 | $365.2K | 0.21% | −998−10.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,697 | $365.4K | 0.04% | +1,342+18.2% | Added |
| Pure Financial Advisors, Inc. | 8,842 | $371.5K | 0.01% | +12+0.1% | Added |
| Soltis Investment Advisors LLC | 8,866 | $372.4K | 0.03% | +9+0.1% | Added |
| Great Valley Advisor Group, Inc. | 8,872 | $372.7K | 0.01% | +16+0.2% | Added |
| Jones Financial Companies LLLP | 9,098 | $383.5K | 0.00% | +4,572+101.0% | Added |
| Inscription Capital, LLC | 9,159 | $384.8K | 0.04% | −822−8.2% | Reduced |
| Octavia Wealth Advisors, LLC | 9,145 | $386.5K | 0.04% | +9,145 | New |
| Ethic Inc. | 9,202 | $386.6K | 0.01% | −1,820−16.5% | Reduced |
| Medallion Wealth Advisors, LLC | 9,317 | $391.4K | 0.14% | +7+0.1% | Added |
| SageView Advisory Group, LLC | 9,344 | $392.5K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 9,482 | $398.3K | 0.14% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9,619 | $404.1K | 0.22% | −3,209−25.0% | Reduced |
| Apollon Wealth Management, LLC | 9,674 | $406.4K | 0.01% | −11,799−54.9% | Reduced |
| Csenge Advisory Group | 9,684 | $406.8K | 0.02% | −9,815−50.3% | Reduced |
| Foundations Investment Advisors, LLC | 9,734 | $408.9K | 0.01% | −3,118−24.3% | Reduced |
| Golden State Wealth Management, LLC | 9,803 | $411.8K | 0.05% | −543−5.2% | Reduced |
| Fulcrum Equity Management | 9,905 | $416.1K | 0.42% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,924 | $416.9K | 0.01% | −478−4.6% | Reduced |
| World Equity Group, Inc. | 10,179 | $427.6K | 0.10% | +538+5.6% | Added |
| Beacon Financial Advisory LLC | 10,788 | $453.2K | 0.10% | +4,534+72.5% | Added |
| Ballentine Partners, LLC | 10,795 | $453.5K | 0.01% | +50+0.5% | Added |
| HRC Wealth Management, LLC | 10,965 | $460.6K | 0.22% | −177−1.6% | Reduced |
| HMS Capital Management, LLC | 11,310 | $475.1K | 0.20% | −403−3.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,340 | $476.4K | 0.00% | +5,715+101.6% | Added |
| Quantbot Technologies LP | 11,566 | $485.9K | 0.01% | −4,801−29.3% | Reduced |
| Nvest Financial, LLC | 11,626 | $488.4K | 0.28% | −3,910−25.2% | Reduced |
| Ameritas Advisory Services, LLC | 11,738 | $493.1K | 0.03% | −252−2.1% | Reduced |
| Harbour Investments, Inc. | 11,892 | $499.6K | 0.01% | 00.0% | Unchanged |