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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 20,000 | $840.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 19,765 | $830.3K | 0.01% | −14−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,702 | $827.7K | 0.00% | −4,566−18.8% | Reduced |
| Marshall Wace, LLP | 19,696 | $827.4K | 0.00% | −128,104−86.7% | Reduced |
| N.E.W. Advisory Services LLC | 19,668 | $826.3K | 0.07% | −854−4.2% | Reduced |
| Militia Capital Partners, LP | 19,100 | $802.4K | 0.37% | +300+1.6% | Added |
| Paradigm Financial Partners, LLC | 19,031 | $799.5K | 0.08% | −1,789−8.6% | Reduced |
| Gallacher Capital Management LLC | 18,924 | $795.0K | 0.31% | +1,519+8.7% | Added |
| Advisory Resource Group | 18,563 | $779.8K | 0.14% | −169−0.9% | Reduced |
| Janney Montgomery Scott LLC | 18,448 | $775.0K | 0.00% | +1,917+11.6% | Added |
| Cresset Asset Management, LLC | 18,302 | $773.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,512 | $735.7K | 0.00% | −3,000−14.6% | Reduced |
| Brevan Howard Capital Management LP | 17,128 | $719.5K | 0.01% | +17,128 | New |
| Prime Capital Investment Advisors, LLC | 17,041 | $715.9K | 0.01% | −2,120−11.1% | Reduced |
| Citadel Advisors LLC | 16,994 | $713.9K | 0.00% | +16,994 | New |
| CIBC Bancorp USA Inc. | 16,981 | $713.4K | 0.00% | +16,981 | New |
| AE Wealth Management LLC | 16,541 | $694.9K | 0.00% | −2,671−13.9% | Reduced |
| Convergence Investment Partners, LLC | 16,292 | $684.4K | 0.15% | +2,103+14.8% | Added |
| Sequoia Financial Advisors, LLC | 16,273 | $683.6K | 0.00% | +490+3.1% | Added |
| Spire Wealth Management | 15,848 | $665.8K | 0.02% | +200+1.3% | Added |
| Integrated Wealth Concepts LLC | 15,740 | $661.2K | 0.01% | +1,066+7.3% | Added |
| Sheets Smith Investment Management | 15,432 | $648.3K | 0.42% | +15,432 | New |
| Buckingham Strategic Partners | 12,984 | $639.6K | 0.01% | +12,984 | New |
| Baldwin Brothers Inc | 15,028 | $631.3K | 0.04% | −2,345−13.5% | Reduced |
| Dark Forest Capital Management LP | 14,937 | $627.5K | 0.02% | −45,102−75.1% | Reduced |
| Empower Advisory Group, LLC | 14,913 | $626.5K | 0.00% | −6,215−29.4% | Reduced |
| Florida Financial Advisors, LLC | 14,827 | $622.9K | 0.19% | +14,827 | New |
| Landscape Capital Management, L.L.C. | 14,499 | $609.1K | 0.04% | +588+4.2% | Added |
| Sigma Planning Corp | 14,330 | $602.0K | 0.02% | −961−6.3% | Reduced |
| United Capital Financial Advisers, LLC | 14,272 | $599.6K | 0.00% | +52+0.4% | Added |
| Beacon Capital Management, LLC | 13,671 | $574.3K | 0.08% | −3,404−19.9% | Reduced |
| BCJ Capital Management, LLC | 13,657 | $573.7K | 0.03% | −790−5.5% | Reduced |
| Accel Wealth Management | 13,412 | $563.5K | 0.16% | −2,369−15.0% | Reduced |
| Quest Partners LLC | 13,406 | $563.2K | 0.04% | +13,406 | New |
| Ameritas Investment Partners, Inc. | 13,309 | $559.1K | 0.02% | −2,955−18.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,301 | $558.8K | 0.00% | +2,066+18.4% | Added |
| Peak Financial Advisors LLC | 12,987 | $545.6K | 0.26% | −52−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 12,889 | $541.0K | 0.03% | −576−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 12,875 | $540.9K | 0.01% | +997+8.4% | Added |
| Selective Wealth Management, Inc. | 13,128 | $538.9K | 0.17% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,664 | $532.0K | 0.00% | −187−1.5% | Reduced |
| Concorde Asset Management, LLC | 12,898 | $530.9K | 0.22% | +12,898 | New |
| Mackenzie Financial Corp | 12,591 | $528.9K | 0.00% | +422+3.5% | Added |
| Xponance, Inc. | 12,514 | $525.7K | 0.00% | +151+1.2% | Added |
| Accurate Wealth Management, LLC | 12,401 | $514.5K | 0.07% | −579−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 12,149 | $510.4K | 0.01% | −4,105−25.3% | Reduced |
| Cambridge Financial Group, LLC | 11,993 | $503.8K | 0.16% | +11,993 | New |
| Summit Wealth Group LLC | 2,465 | $501.6K | 0.07% | −21,922−89.9% | Reduced |
| Harbour Investments, Inc. | 11,892 | $499.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,738 | $493.1K | 0.03% | −252−2.1% | Reduced |
| Nvest Financial, LLC | 11,626 | $488.4K | 0.28% | −3,910−25.2% | Reduced |
| Quantbot Technologies LP | 11,566 | $485.9K | 0.01% | −4,801−29.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,340 | $476.4K | 0.00% | +5,715+101.6% | Added |
| HMS Capital Management, LLC | 11,310 | $475.1K | 0.20% | −403−3.4% | Reduced |
| HRC Wealth Management, LLC | 10,965 | $460.6K | 0.22% | −177−1.6% | Reduced |
| Ballentine Partners, LLC | 10,795 | $453.5K | 0.01% | +50+0.5% | Added |
| Beacon Financial Advisory LLC | 10,788 | $453.2K | 0.10% | +4,534+72.5% | Added |
| World Equity Group, Inc. | 10,179 | $427.6K | 0.10% | +538+5.6% | Added |
| RFG Advisory, LLC | 9,924 | $416.9K | 0.01% | −478−4.6% | Reduced |
| Fulcrum Equity Management | 9,905 | $416.1K | 0.42% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9,803 | $411.8K | 0.05% | −543−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 9,734 | $408.9K | 0.01% | −3,118−24.3% | Reduced |
| Csenge Advisory Group | 9,684 | $406.8K | 0.02% | −9,815−50.3% | Reduced |
| Apollon Wealth Management, LLC | 9,674 | $406.4K | 0.01% | −11,799−54.9% | Reduced |
| Castleview Partners, LLC | 9,619 | $404.1K | 0.22% | −3,209−25.0% | Reduced |
| Lifestyle Asset Management, Inc. | 9,482 | $398.3K | 0.14% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,344 | $392.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 9,317 | $391.4K | 0.14% | +7+0.1% | Added |
| Ethic Inc. | 9,202 | $386.6K | 0.01% | −1,820−16.5% | Reduced |
| Octavia Wealth Advisors, LLC | 9,145 | $386.5K | 0.04% | +9,145 | New |
| Inscription Capital, LLC | 9,159 | $384.8K | 0.04% | −822−8.2% | Reduced |
| Jones Financial Companies LLLP | 9,098 | $383.5K | 0.00% | +4,572+101.0% | Added |
| Great Valley Advisor Group, Inc. | 8,872 | $372.7K | 0.01% | +16+0.2% | Added |
| Soltis Investment Advisors LLC | 8,866 | $372.4K | 0.03% | +9+0.1% | Added |
| Pure Financial Advisors, Inc. | 8,842 | $371.5K | 0.01% | +12+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 8,697 | $365.4K | 0.04% | +1,342+18.2% | Added |
| Panoramic Investment Advisors, LLC | 8,692 | $365.2K | 0.21% | −998−10.3% | Reduced |
| Warwick Investment Management, Inc. | 8,429 | $354.1K | 0.06% | +8,429 | New |
| West Wealth Group, LLC | 8,285 | $354.0K | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 8,425 | $353.9K | 0.00% | +752+9.8% | Added |
| Heritage Family Offices, LLP | 8,402 | $353.0K | 0.16% | −678−7.5% | Reduced |
| S. R. Schill & Associates | 8,339 | $350.3K | 0.25% | 00.0% | Unchanged |
| MQS Management LLC | 8,249 | $346.5K | 0.20% | +8,249 | New |
| Park Avenue Securities LLC | 8,157 | $343.0K | 0.00% | −485−5.6% | Reduced |
| Susquehanna International Group, LLP | 8,065 | $338.8K | 0.00% | −184,303−95.8% | Reduced |
| Mutual Advisors, LLC | 7,759 | $337.5K | 0.01% | −3,387−30.4% | Reduced |
| Investmark Advisory Group LLC | 8,003 | $336.2K | 0.15% | −393−4.7% | Reduced |
| Norinchukin Bank, The | 7,970 | $334.8K | 0.00% | +369+4.9% | Added |
| Atticus Wealth Management, LLC | 7,811 | $328.1K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 7,777 | $326.7K | 0.01% | −6,751−46.5% | Reduced |
| Mercer Global Advisors Inc | 7,767 | $326.3K | 0.00% | −3,584−31.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,623 | $320.2K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,568 | $317.9K | 0.00% | +7,568 | New |
| Cornerstone Wealth Management, LLC | 7,440 | $312.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,367 | $309.5K | 0.02% | −1,877−20.3% | Reduced |
| Tran Capital Management, L.P. | 7,350 | $308.8K | 0.04% | 00.0% | Unchanged |
| Anson Capital, Inc. | 7,322 | $307.6K | 0.23% | −4,201−36.5% | Reduced |
| Kovack Advisors, Inc. | 7,281 | $305.9K | 0.03% | −406−5.3% | Reduced |
| State of Wyoming | 7,278 | $305.7K | 0.03% | +5,630+341.6% | Added |
| Sterling Capital Management LLC | 7,263 | $305.1K | 0.00% | +4,348+149.2% | Added |