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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 832 | $35.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 761 | $32.0K | 0.00% | −150−16.5% | Reduced |
| Principal Securities, Inc. | 741 | $31.1K | 0.00% | −83−10.1% | Reduced |
| Trust Co of Vermont | 657 | $27.6K | 0.00% | +657 | New |
| Optiver Holding B.V. | 652 | $27.4K | 0.00% | +296+83.1% | Added |
| Gen-Wealth Partners Inc | 585 | $24.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 563 | $23.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 510 | $21.4K | 0.00% | +4+0.8% | Added |
| Sofos Investments, Inc. | 481 | $20.2K | 0.00% | +481 | New |
| Archer Investment Corp | 465 | $19.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 432 | $18.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 422 | $18.0K | 0.00% | +422 | New |
| Measured Wealth Private Client Group, LLC | 392 | $16.5K | 0.00% | +392 | New |
| Ci Investments Inc. | 390 | $16.0K | 0.00% | +23+6.3% | Added |
| Rise Advisors, LLC | 347 | $14.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 342 | $14.4K | 0.00% | +67+24.4% | Added |
| Covestor Ltd | 336 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 324 | $13.5K | 0.00% | +324 | New |
| Ameriflex Group, Inc. | 292 | $12.3K | 0.00% | −296−50.3% | Reduced |
| Rockefeller Capital Management L.P. | 291 | $12.2K | 0.00% | +291 | New |
| Clearstead Advisors, LLC | 254 | $10.7K | 0.00% | +254 | New |
| Rothschild Investment LLC | 236 | $9.91K | 0.00% | −24−9.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 225 | $9.45K | 0.00% | +225 | New |
| Hillsdale Investment Management Inc. | 220 | $9.24K | 0.00% | −20−8.3% | Reduced |
| Whittier Trust Co | 206 | $8.43K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 195 | $8.00K | 0.00% | +195 | New |
| Massmutual Trust Co FSB | 172 | $7.23K | 0.00% | −831−82.9% | Reduced |
| Private Wealth Asset Management, LLC | 157 | $6.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 154 | $6.47K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 131 | $5.50K | 0.00% | +131 | New |
| Quadrant Capital Group LLC | 108 | $4.54K | 0.00% | +108 | New |
| Quent Capital, LLC | 100 | $4.20K | 0.00% | +100 | New |
| High Note Wealth, LLC | 88 | $3.70K | 0.00% | −15−14.6% | Reduced |
| Parkside Financial Bank & Trust | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 53 | $2.23K | 0.00% | +13+32.5% | Added |
| Marquette Asset Management, LLC | 38 | $1.60K | 0.00% | +38 | New |
| NBC Securities, Inc. | 36 | $1.51K | 0.00% | −8−18.2% | Reduced |
| TD Private Client Wealth LLC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Motco | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $1.01K | 0.00% | +24 | New |
| Umb Bank N A | 21 | $882 | 0.00% | +21 | New |
| Parallel Advisors, LLC | 20 | $840 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $715 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $588 | 0.00% | +14 | New |
| Armstrong Advisory Group, Inc | 11 | $463 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $294 | 0.00% | +7 | New |
| Truvestments Capital LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,495 | – | – | +2,495 | New |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −222,038−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −165,035−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −156,239−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −135,580−100.0% | Sold out |
| Cosner Financial Group, LLC | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −43,248−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,095−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −18,274−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −13,754−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −13,710−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −11,427−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −11,438−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −10,538−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,873−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −9,147−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −7,592−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −7,373−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −7,208−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,549−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −1,842−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |