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, Q4 2025
Institutional positions in American Healthcare REIT, Inc. as of Dec 31, 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
- 533
- +90 vs. Q3 2025
- Shares held
- 179.0M
- +27.9M (+18.5%) vs. Q3 2025
- Total value
- $8.44B
- +$2.08B (+32.7%) vs. Q3 2025
- New holders
- 123
- 187 more added
- Sold out
- 33
- 162 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 18 | $18 | 0.00% | +18 | New |
| Truvestments Capital LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $48 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $95 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 5 | $236 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $236 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 8 | $387 | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 11 | $518 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 11 | $518 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 14 | $649 | 0.00% | +14 | New |
| Private Trust Co NA | 14 | $659 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $706 | 0.00% | +8+114.3% | Added |
| Rialto Wealth Management, LLC | 17 | $801 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $847 | 0.00% | +18 | New |
| Basecamp Wealth Advisors LLC | 19 | $894 | 0.00% | +19 | New |
| Parallel Advisors, LLC | 20 | $941 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 21 | $988 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 21 | $988 | 0.00% | +21 | New |
| Rossby Financial, LCC | 22 | $1.03K | 0.00% | +22 | New |
| MAI Capital Management | 22 | $1.04K | 0.00% | +22 | New |
| Quarry LP | 24 | $1.13K | 0.00% | −107−81.7% | Reduced |
| Financial Consulate, Inc | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Motco | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29 | $1.36K | 0.00% | −4−12.1% | Reduced |
| Financial Network Wealth Advisors LLC | 30 | $1.41K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 35 | $1.65K | 0.00% | +35 | New |
| Marquette Asset Management, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $1.88K | 0.00% | +4+11.1% | Added |
| Bare Financial Services, Inc | 42 | $1.98K | 0.00% | −11−20.8% | Reduced |
| Kilter Group LLC | 42 | $1.98K | 0.00% | +42 | New |
| Elyxium Wealth, LLC | 43 | $2.02K | 0.00% | +43 | New |
| Keating Financial Advisory Services, Inc. | 50 | $2.35K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 74 | $3.48K | 0.00% | +74 | New |
| Parkside Financial Bank & Trust | 75 | $3.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $3.67K | 0.00% | −10−11.4% | Reduced |
| Quent Capital, LLC | 100 | $4.71K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 108 | $5.08K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 146 | $6.87K | 0.00% | −146−50.0% | Reduced |
| Bangor Savings Bank | 151 | $7.11K | 0.00% | +151 | New |
| Ronald Blue Trust, Inc. | 154 | $7.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 157 | $7.39K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 165 | $8.00K | 0.00% | +165 | New |
| DV Trading LLC | 170 | $8.00K | 0.00% | +170 | New |
| Massmutual Trust Co FSB | 174 | $8.19K | 0.00% | +2+1.2% | Added |
| Aster Capital Management (DIFC) Ltd | 189 | $8.89K | 0.00% | +189 | New |
| Bessemer Group Inc | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $9.41K | 0.00% | −20−9.1% | Reduced |
| Whittier Trust Co | 206 | $9.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 217 | $10.2K | 0.00% | −19−8.1% | Reduced |
| Clearstead Advisors, LLC | 254 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 258 | $12.1K | 0.00% | +258 | New |
| TD Waterhouse Canada Inc. | 300 | $14.1K | 0.00% | +300 | New |
| Acumen Wealth Advisors, LLC | 299 | $14.1K | 0.00% | +299 | New |
| Archer Investment Corp | 310 | $14.6K | 0.00% | −155−33.3% | Reduced |
| Optima Capital LLC | 318 | $15.0K | 0.01% | +318 | New |
| Covestor Ltd | 336 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 352 | $16.6K | 0.00% | +10+2.9% | Added |
| Eastern Bank | 377 | $17.7K | 0.00% | +377 | New |
| Measured Wealth Private Client Group, LLC | 392 | $18.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 414 | $19.5K | 0.00% | −1,234−74.9% | Reduced |
| UBS Asset Management Americas Inc | 421 | $19.8K | 0.00% | −841,186−99.9% | Reduced |
| Center for Financial Planning, Inc. | 432 | $20.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 448 | $21.1K | 0.00% | +448 | New |
| Sofos Investments, Inc. | 481 | $22.6K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 500 | $23.5K | 0.01% | −426−46.0% | Reduced |
| Silicon Valley Capital Partners | 513 | $24.1K | 0.00% | +3+0.6% | Added |
| Garton & Associates Financial Advisors LLC | 555 | $26.1K | 0.01% | +555 | New |
| CoreCap Advisors, LLC | 563 | $26.5K | 0.00% | −1,274−69.4% | Reduced |
| Tradewinds Capital Management, LLC | 563 | $26.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 585 | $27.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 620 | $29.2K | 0.00% | +620 | New |
| Los Angeles Capital Management LLC | 742 | $33.6K | 0.00% | +742 | New |
| Loomis Sayles & Co L P | 761 | $35.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 791 | $37.2K | 0.00% | −74−8.6% | Reduced |
| IFC & Insurance Marketing, Inc. | 810 | $38.0K | 0.04% | +810 | New |
| Wolff Wiese Magana LLC | 832 | $39.2K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 833 | $39.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 898 | $42.3K | 0.01% | +28+3.2% | Added |
| New England Capital Financial Advisors LLC | 914 | $43.0K | 0.02% | +5+0.6% | Added |
| North Star Investment Management Corp. | 916 | $43.1K | 0.00% | −679−42.6% | Reduced |
| UMA Financial Services, Inc. | 943 | $44.4K | 0.01% | +7+0.7% | Added |
| Avalon Trust Co | 989 | $46.5K | 0.00% | −726−42.3% | Reduced |
| Kozak & Associates, Inc. | 1,088 | $51.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,115 | $52.5K | 0.00% | +30+2.8% | Added |
| Prosperity Bancshares Inc | 1,140 | $53.6K | 0.05% | +1,140 | New |
| Acadian Asset Management LLC | 1,218 | $57.0K | 0.00% | +1,218 | New |
| TD Capital Management LLC | 1,235 | $58.1K | 0.01% | +7+0.6% | Added |
| Decker Retirement Planning Inc. | 1,288 | $60.6K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,461 | $68.8K | 0.00% | +1,170+402.1% | Added |
| Spirit of America Management Corp | 1,500 | $70.6K | 0.01% | +500+50.0% | Added |
| Signaturefd, LLC | 1,543 | $72.6K | 0.00% | +20+1.3% | Added |
| McIlrath & Eck, LLC | 1,626 | $76.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,610 | $77.3K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,650 | $77.6K | 0.00% | −1,024−38.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,702 | $80.1K | 0.00% | −1,210−41.6% | Reduced |
| Quantbot Technologies LP | 1,788 | $84.1K | 0.00% | −9,778−84.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,799 | $84.7K | 0.00% | −73−3.9% | Reduced |
| Fifth Third Bancorp | 1,837 | $86.4K | 0.00% | +585+46.7% | Added |
| Strategic Wealth Partners, Ltd. | 1,867 | $87.9K | 0.01% | −1,500−44.6% | Reduced |