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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 2,012 | $94.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,157 | $101.5K | 0.00% | −76−3.4% | Reduced |
| GAMMA Investing LLC | 2,488 | $117.1K | 0.01% | +435+21.2% | Added |
| Prestige Wealth Management Group LLC | 2,508 | $118.7K | 0.02% | −759−23.2% | Reduced |
| Franchise GP Ltd | 2,575 | $121.2K | 0.14% | +2,575 | New |
| Northwestern Mutual Wealth Management Co | 2,602 | $122.5K | 0.00% | −1,779−40.6% | Reduced |
| Triumph Capital Management | 2,609 | $122.8K | 0.03% | +2,609 | New |
| Newbridge Financial Services Group, Inc. | 2,751 | $129.5K | 0.02% | −478−14.8% | Reduced |
| GF Fund Management Co. Ltd. | 2,793 | $131.4K | 0.00% | +154+5.8% | Added |
| WPG Advisers, LLC | 2,934 | $138.1K | 0.10% | −21,639−88.1% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $141.0K | 0.04% | +3,000 | New |
| POM Investment Strategies, LLC | 3,084 | $145.1K | 0.07% | +1,016+49.1% | Added |
| Tidemark, LLC | 3,199 | $150.5K | 0.04% | +4+0.1% | Added |
| CX Institutional | 3,413 | $161.0K | 0.00% | −1,849−35.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,439 | $161.8K | 0.00% | +622+22.1% | Added |
| Smartleaf Asset Management LLC | 3,437 | $164.1K | 0.01% | +3,113+960.8% | Added |
| Strategic Advocates LLC | 3,464 | $165.4K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,551 | $167.1K | 0.00% | +2,393+206.6% | Added |
| Harbor Capital Advisors, Inc. | 3,691 | $174.0K | 0.01% | +2,590+235.2% | Added |
| Creative Financial Designs Inc | 3,756 | $176.8K | 0.01% | +424+12.7% | Added |
| The PNC Financial Services Group, Inc. | 3,786 | $178.2K | 0.00% | −152−3.9% | Reduced |
| Balboa Wealth Partners | 4,250 | $200.0K | 0.03% | −2,160−33.7% | Reduced |
| 111 Capital | 4,362 | $205.3K | 0.04% | +4,362 | New |
| Amicus Financial Advisors, LLC | 4,375 | $205.9K | 0.06% | +4,375 | New |
| Navis Wealth Advisors, LLC | 4,428 | $208.4K | 0.09% | +4,428 | New |
| Leelyn Smith, LLC | 4,450 | $209.4K | 0.03% | +4,450 | New |
| Miracle Mile Advisors, LLC | 4,471 | $210.4K | 0.00% | +4,471 | New |
| Coppell Advisory Solutions LLC | 4,416 | $210.8K | 0.02% | −428−8.8% | Reduced |
| Harvest Fund Management Co., Ltd | 4,528 | $213.0K | 0.01% | +533+13.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,649 | $218.8K | 0.06% | +4,649 | New |
| GPS Wealth Strategies Group, LLC | 4,666 | $219.6K | 0.19% | −72,477−94.0% | Reduced |
| Venture Visionary Partners LLC | 4,720 | $222.1K | 0.01% | +4,720 | New |
| Coastal Bridge Advisors, LLC | 4,728 | $222.5K | 0.02% | −237−4.8% | Reduced |
| Assetmark, Inc | 4,801 | $225.9K | 0.00% | −1,717−26.3% | Reduced |
| Lazard Asset Management LLC | 4,854 | $228.4K | 0.00% | −35,510−88.0% | Reduced |
| KBC Group NV | 4,890 | $230.0K | 0.00% | 00.0% | Unchanged |
| Mangrove Partners | 4,923 | $231.7K | 0.02% | +4,923 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,928 | $231.9K | 0.00% | +1,433+41.0% | Added |
| National Asset Management, Inc. | 4,945 | $232.7K | 0.01% | +4,945 | New |
| M&G Plc | 4,963 | $233.3K | 0.00% | −148−2.9% | Reduced |
| Kestra Investment Management, LLC | 4,990 | $234.8K | 0.01% | +4,990 | New |
| TCG Advisory Services, LLC | 5,014 | $236.0K | 0.01% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 5,045 | $237.4K | 0.18% | +5,045 | New |
| Denver Wealth Management, Inc. | 5,045 | $237.4K | 0.08% | −372−6.9% | Reduced |
| Caliber Wealth Management, LLC | 5,056 | $237.9K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,078 | $239.0K | 0.01% | +5,078 | New |
| Gross & Hartman Investments LLC | 5,115 | $240.7K | 0.14% | +5,115 | New |
| Safe Harbor Family Capital, LLC | 5,115 | $240.7K | 0.21% | +5,115 | New |
| Saxony Capital Management, LLC | 5,124 | $241.1K | 0.15% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,141 | $241.9K | 0.02% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 5,147 | $242.2K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 5,155 | $242.6K | 0.02% | +174+3.5% | Added |
| West Michigan Advisors, LLC | 5,129 | $242.7K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 5,190 | $244.2K | 0.01% | −8,216−61.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,199 | $244.6K | 0.00% | +5,199 | New |
| First Heartland Consultants, Inc. | 5,233 | $246.3K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,234 | $246.3K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 5,288 | $248.8K | 0.01% | +12+0.2% | Added |
| Anb Bank | 5,289 | $248.9K | 0.10% | +5,289 | New |
| Amalgamated Bank | 5,316 | $250.0K | 0.00% | +50+0.9% | Added |
| Everence Capital Management Inc | 5,311 | $250.0K | 0.01% | +5,311 | New |
| PFG Investments, LLC | 5,347 | $251.7K | 0.01% | −863−13.9% | Reduced |
| EP Wealth Advisors, LLC | 5,455 | $256.7K | 0.00% | +5,455 | New |
| We Are One Seven, LLC | 5,479 | $257.8K | 0.01% | −100−1.8% | Reduced |
| Proactive Wealth Strategies LLC | 5,585 | $262.8K | 0.10% | +5,585 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,647 | $265.7K | 0.02% | −1,976−25.9% | Reduced |
| Centaurus Financial, Inc. | 5,647 | $266.0K | 0.01% | +144+2.6% | Added |
| AdvisorNet Financial, Inc | 5,653 | $266.0K | 0.01% | 00.0% | Unchanged |
| David Loasby | 5,608 | $266.6K | 0.02% | −340−5.7% | Reduced |
| Sanctuary Advisors, LLC | 5,698 | $268.1K | 0.00% | +363+6.8% | Added |
| Fiduciary Alliance LLC | 5,757 | $270.9K | 0.02% | −1,610−21.9% | Reduced |
| Highland Capital Management, LLC | 5,803 | $273.1K | 0.01% | −165−2.8% | Reduced |
| Apriem Advisors | 5,981 | $281.5K | 0.03% | −57−0.9% | Reduced |
| Western Wealth Management, LLC | 6,071 | $285.7K | 0.01% | +900+17.4% | Added |
| ProVise Management Group, LLC | 6,187 | $291.2K | 0.02% | −111−1.8% | Reduced |
| International Assets Investment Management, LLC | 6,237 | $293.5K | 0.02% | −1,080−14.8% | Reduced |
| BDFS Capital LLC | 6,231 | $294.8K | 0.15% | +6,231 | New |
| Vontobel Holding Ltd. | 6,432 | $302.7K | 0.00% | +6,432 | New |
| Biltmore Family Office, LLC | 6,488 | $306.9K | 0.04% | +6,488 | New |
| Octavia Wealth Advisors, LLC | 6,533 | $309.1K | 0.03% | −2,612−28.6% | Reduced |
| Park Avenue Securities LLC | 6,585 | $310.0K | 0.00% | −1,572−19.3% | Reduced |
| Caxton Associates LLP | 6,611 | $311.1K | 0.01% | +6,611 | New |
| Jefferies Financial Group Inc. | 6,628 | $311.9K | 0.00% | +6,628 | New |
| Sterling Capital Management LLC | 6,709 | $315.7K | 0.01% | −554−7.6% | Reduced |
| Smith, Moore & Co. | 6,719 | $316.2K | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,819 | $320.9K | 0.02% | −2,047−23.1% | Reduced |
| IFP Advisors, Inc | 6,853 | $322.5K | 0.01% | +4,502+191.5% | Added |
| Brookstone Capital Management | 6,945 | $326.8K | 0.00% | +456+7.0% | Added |
| Schnieders Capital Management, LLC. | 7,003 | $329.6K | 0.05% | +7,003 | New |
| Yousif Capital Management, LLC | 7,138 | $338.3K | 0.00% | +7,138 | New |
| Pinnacle Financial Partners, Inc. | 7,208 | $339.2K | 0.00% | +7,208 | New |
| Equitable Holdings, Inc. | 7,212 | $339.4K | 0.00% | +7,212 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 7,260 | $341.7K | 0.00% | 00.0% | Unchanged |
| Anson Capital, Inc. | 7,268 | $342.0K | 0.25% | −54−0.7% | Reduced |
| Tran Capital Management, L.P. | 7,350 | $345.9K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,367 | $346.6K | 0.00% | +115+1.6% | Added |
| Integrity Alliance, LLC. | 7,393 | $347.9K | 0.01% | +7,393 | New |
| A&I Financial Services, LLC | 7,422 | $349.3K | 0.17% | +575+8.4% | Added |
| Cornerstone Wealth Management, LLC | 7,440 | $350.1K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,488 | $352.4K | 0.02% | +1,815+32.0% | Added |