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 |
|---|---|---|---|---|---|
| Summit Wealth Group LLC | 2,465 | $501.6K | 0.07% | −21,922−89.9% | Reduced |
| Cambridge Financial Group, LLC | 11,993 | $503.8K | 0.16% | +11,993 | New |
| Kingsview Wealth Management, LLC | 12,149 | $510.4K | 0.01% | −4,105−25.3% | Reduced |
| Accurate Wealth Management, LLC | 12,401 | $514.5K | 0.07% | −579−4.5% | Reduced |
| Xponance, Inc. | 12,514 | $525.7K | 0.00% | +151+1.2% | Added |
| Mackenzie Financial Corp | 12,591 | $528.9K | 0.00% | +422+3.5% | Added |
| Concorde Asset Management, LLC | 12,898 | $530.9K | 0.22% | +12,898 | New |
| Gotham Asset Management, LLC | 12,664 | $532.0K | 0.00% | −187−1.5% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $538.9K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,875 | $540.9K | 0.01% | +997+8.4% | Added |
| Arete Wealth Advisors, LLC | 12,889 | $541.0K | 0.03% | −576−4.3% | Reduced |
| Peak Financial Advisors LLC | 12,987 | $545.6K | 0.26% | −52−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 13,301 | $558.8K | 0.00% | +2,066+18.4% | Added |
| Ameritas Investment Partners, Inc. | 13,309 | $559.1K | 0.02% | −2,955−18.2% | Reduced |
| Quest Partners LLC | 13,406 | $563.2K | 0.04% | +13,406 | New |
| Accel Wealth Management | 13,412 | $563.5K | 0.16% | −2,369−15.0% | Reduced |
| BCJ Capital Management, LLC | 13,657 | $573.7K | 0.03% | −790−5.5% | Reduced |
| Beacon Capital Management, LLC | 13,671 | $574.3K | 0.08% | −3,404−19.9% | Reduced |
| United Capital Financial Advisers, LLC | 14,272 | $599.6K | 0.00% | +52+0.4% | Added |
| Sigma Planning Corp | 14,330 | $602.0K | 0.02% | −961−6.3% | Reduced |
| Landscape Capital Management, L.L.C. | 14,499 | $609.1K | 0.04% | +588+4.2% | Added |
| Florida Financial Advisors, LLC | 14,827 | $622.9K | 0.19% | +14,827 | New |
| Empower Advisory Group, LLC | 14,913 | $626.5K | 0.00% | −6,215−29.4% | Reduced |
| Dark Forest Capital Management LP | 14,937 | $627.5K | 0.02% | −45,102−75.1% | Reduced |
| Baldwin Brothers Inc | 15,028 | $631.3K | 0.04% | −2,345−13.5% | Reduced |
| Buckingham Strategic Partners | 12,984 | $639.6K | 0.01% | +12,984 | New |
| Sheets Smith Investment Management | 15,432 | $648.3K | 0.42% | +15,432 | New |
| Integrated Wealth Concepts LLC | 15,740 | $661.2K | 0.01% | +1,066+7.3% | Added |
| Spire Wealth Management | 15,848 | $665.8K | 0.02% | +200+1.3% | Added |
| Sequoia Financial Advisors, LLC | 16,273 | $683.6K | 0.00% | +490+3.1% | Added |
| Convergence Investment Partners, LLC | 16,292 | $684.4K | 0.15% | +2,103+14.8% | Added |
| AE Wealth Management LLC | 16,541 | $694.9K | 0.00% | −2,671−13.9% | Reduced |
| CIBC Bancorp USA Inc. | 16,981 | $713.4K | 0.00% | +16,981 | New |
| Citadel Advisors LLC | 16,994 | $713.9K | 0.00% | +16,994 | New |
| Prime Capital Investment Advisors, LLC | 17,041 | $715.9K | 0.01% | −2,120−11.1% | Reduced |
| Brevan Howard Capital Management LP | 17,128 | $719.5K | 0.01% | +17,128 | New |
| Captrust Financial Advisors | 17,512 | $735.7K | 0.00% | −3,000−14.6% | Reduced |
| Cresset Asset Management, LLC | 18,302 | $773.4K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,448 | $775.0K | 0.00% | +1,917+11.6% | Added |
| Advisory Resource Group | 18,563 | $779.8K | 0.14% | −169−0.9% | Reduced |
| Gallacher Capital Management LLC | 18,924 | $795.0K | 0.31% | +1,519+8.7% | Added |
| Paradigm Financial Partners, LLC | 19,031 | $799.5K | 0.08% | −1,789−8.6% | Reduced |
| Militia Capital Partners, LP | 19,100 | $802.4K | 0.37% | +300+1.6% | Added |
| N.E.W. Advisory Services LLC | 19,668 | $826.3K | 0.07% | −854−4.2% | Reduced |
| Marshall Wace, LLP | 19,696 | $827.4K | 0.00% | −128,104−86.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,702 | $827.7K | 0.00% | −4,566−18.8% | Reduced |
| Concurrent Investment Advisors, LLC | 19,765 | $830.3K | 0.01% | −14−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 20,000 | $840.2K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 20,090 | $844.0K | 0.04% | +16+0.1% | Added |
| Public Employees Retirement Association of Colorado | 20,833 | $875.0K | 0.00% | −1,640−7.3% | Reduced |
| Perigon Wealth Management, LLC | 21,426 | $900.1K | 0.02% | −54−0.3% | Reduced |
| Pictet Asset Management Holding SA | 21,558 | $905.7K | 0.00% | −2,214−9.3% | Reduced |
| Truist Financial Corp | 21,615 | $908.0K | 0.00% | +5,702+35.8% | Added |
| Silver Oak Securities, Inc | 21,804 | $916.0K | 0.07% | −23−0.1% | Reduced |
| Omers Administration Corp | 22,000 | $924.2K | 0.01% | +22,000 | New |
| Thrivent Financial for Lutherans | 22,475 | $944.0K | 0.00% | +22,475 | New |
| Farther Finance Advisors, LLC | 22,684 | $953.0K | 0.01% | +20,207+815.8% | Added |
| WCG Wealth Advisors LLC | 22,841 | $959.6K | 0.06% | +5,220+29.6% | Added |
| Cynosure Management, LLC | 23,202 | $974.7K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,577 | $990.5K | 0.00% | −107−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 23,614 | $999.3K | 0.00% | −4,417−15.8% | Reduced |
| Focused Wealth Management, Inc | 24,379 | $1.02M | 0.11% | +657+2.8% | Added |
| WPG Advisers, LLC | 24,573 | $1.03M | 0.80% | −61,573−71.5% | Reduced |
| Nissay Asset Management Corp | 24,579 | $1.03M | 0.01% | +831+3.5% | Added |
| Two Sigma Investments, LP | 24,995 | $1.05M | 0.00% | +5,926+31.1% | Added |
| Erste Asset Management GmbH | 25,400 | $1.06M | 0.01% | +25,400 | New |
| Bridgefront Capital, LLC | 25,429 | $1.07M | 0.31% | +13,968+121.9% | Added |
| IFM Investors Pty Ltd | 25,663 | $1.08M | 0.01% | +130+0.5% | Added |
| Geneos Wealth Management Inc. | 25,958 | $1.09M | 0.03% | −5,625−17.8% | Reduced |
| Petra Financial Advisors Inc | 26,226 | $1.10M | 0.64% | +465+1.8% | Added |
| Diversify Wealth Management, LLC | 24,210 | $1.11M | 0.06% | −289−1.2% | Reduced |
| Colony Group, LLC | 26,397 | $1.11M | 0.00% | +1,910+7.8% | Added |
| Scotia Capital Inc. | 26,978 | $1.13M | 0.00% | −3,436−11.3% | Reduced |
| Twinbeech Capital LP | 27,048 | $1.14M | 0.04% | +27,048 | New |
| ProShare Advisors LLC | 27,239 | $1.14M | 0.00% | −5,427−16.6% | Reduced |
| American Trust | 28,489 | $1.20M | 0.10% | +28,489 | New |
| Voya Investment Management LLC | 29,225 | $1.23M | 0.00% | −14,425−33.0% | Reduced |
| Fortis Group Advisors, LLC | 27,565 | $1.23M | 0.21% | +209+0.8% | Added |
| Private Advisor Group, LLC | 32,643 | $1.37M | 0.01% | +1,761+5.7% | Added |
| KLP Kapitalforvaltning AS | 33,300 | $1.41M | 0.01% | +300+0.9% | Added |
| Arkadios Wealth Advisors | 34,524 | $1.45M | 0.04% | −5,887−14.6% | Reduced |
| Mariner, LLC | 34,752 | $1.46M | 0.00% | +2,467+7.6% | Added |
| Kempen Capital Management N.V. | 34,911 | $1.47M | 0.01% | +34,911 | New |
| Metis Global Partners, LLC | 35,956 | $1.51M | 0.04% | +9,565+36.2% | Added |
| Natixis Advisors, L.P. | 36,494 | $1.53M | 0.00% | +5,797+18.9% | Added |
| Journey Strategic Wealth LLC | 36,820 | $1.55M | 0.04% | −488−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,968 | $1.55M | 0.01% | +3,007+8.9% | Added |
| Diversify Advisory Services, LLC | 34,016 | $1.56M | 0.05% | −1,967−5.5% | Reduced |
| Prospera Financial Services Inc | 37,046 | $1.56M | 0.03% | +139+0.4% | Added |
| Creative Planning | 38,007 | $1.60M | 0.00% | +540+1.4% | Added |
| Van Eck Associates Corp | 38,749 | $1.63M | 0.00% | +3,782+10.8% | Added |
| Brinker Capital Investments, LLC | 39,284 | $1.65M | 0.01% | +9,227+30.7% | Added |
| Cerity Partners LLC | 39,354 | $1.65M | 0.00% | +11,410+40.8% | Added |
| First American Bank | 40,023 | $1.68M | 0.11% | +40,023 | New |
| Glass Jacobson Investment Advisors llc | 40,093 | $1.68M | 0.61% | +90.0% | Added |
| Lazard Asset Management LLC | 40,364 | $1.70M | 0.00% | +3,422+9.3% | Added |
| Allworth Financial LP | 41,438 | $1.74M | 0.01% | −15,329−27.0% | Reduced |
| GWM Advisors LLC | 43,035 | $1.81M | 0.01% | +2,066+5.0% | Added |
| Westpac Banking Corp | 43,856 | $1.84M | 0.11% | −1,795−3.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 44,516 | $1.87M | 0.02% | +8,527+23.7% | Added |