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 |
|---|---|---|---|---|---|
| Change Path, LLC | 7,653 | $360.2K | 0.01% | −124−1.6% | Reduced |
| Kovack Advisors, Inc. | 7,747 | $364.6K | 0.02% | +466+6.4% | Added |
| CI Private Wealth, LLC | 7,778 | $366.0K | 0.00% | +1,708+28.1% | Added |
| Meeder Asset Management Inc | 7,789 | $366.6K | 0.02% | +1,207+18.3% | Added |
| Mutual Advisors, LLC | 7,791 | $366.6K | 0.01% | +32+0.4% | Added |
| Ameritas Advisory Services, LLC | 7,804 | $367.3K | 0.01% | −3,934−33.5% | Reduced |
| Atticus Wealth Management, LLC | 7,811 | $367.6K | 0.09% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 7,908 | $372.0K | 0.08% | +7,908 | New |
| Panoramic Investment Advisors, LLC | 8,006 | $376.8K | 0.20% | −686−7.9% | Reduced |
| Investmark Advisory Group LLC | 8,012 | $377.1K | 0.16% | +9+0.1% | Added |
| Norinchukin Bank, The | 8,096 | $381.0K | 0.00% | +126+1.6% | Added |
| Heritage Family Offices, LLP | 8,279 | $389.6K | 0.18% | −123−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 8,283 | $389.8K | 0.01% | +3,409+69.9% | Added |
| West Wealth Group, LLC | 8,332 | $392.1K | 0.08% | +47+0.6% | Added |
| S. R. Schill & Associates | 8,339 | $392.4K | 0.28% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 8,429 | $396.7K | 0.06% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 8,481 | $399.1K | 0.07% | +2,540+42.8% | Added |
| Sheets Smith Wealth Management | 8,521 | $401.0K | 0.04% | +2,014+31.0% | Added |
| Foundations Investment Advisors, LLC | 8,577 | $403.6K | 0.01% | −1,157−11.9% | Reduced |
| Beacon Financial Advisory LLC | 8,674 | $408.2K | 0.09% | −2,114−19.6% | Reduced |
| Concorde Asset Management, LLC | 8,798 | $414.0K | 0.17% | −4,100−31.8% | Reduced |
| Ethic Inc. | 8,843 | $416.2K | 0.01% | −359−3.9% | Reduced |
| JustInvest LLC | 8,861 | $417.0K | 0.00% | +436+5.2% | Added |
| Inscription Capital, LLC | 8,883 | $418.0K | 0.04% | −276−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 8,886 | $418.2K | 0.01% | +14+0.2% | Added |
| SageView Advisory Group, LLC | 9,159 | $431.0K | 0.01% | −185−2.0% | Reduced |
| RFG Advisory, LLC | 9,238 | $434.7K | 0.01% | −686−6.9% | Reduced |
| Apollon Wealth Management, LLC | 9,380 | $441.4K | 0.01% | −294−3.0% | Reduced |
| Medallion Wealth Advisors, LLC | 9,434 | $444.0K | 0.15% | +117+1.3% | Added |
| Lifestyle Asset Management, Inc. | 9,482 | $446.2K | 0.15% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 9,531 | $448.5K | 0.01% | +689+7.8% | Added |
| Csenge Advisory Group | 9,655 | $454.4K | 0.02% | −29−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,679 | $455.5K | 0.01% | +4,722+95.3% | Added |
| Golden State Wealth Management, LLC | 9,815 | $461.9K | 0.05% | +12+0.1% | Added |
| Jones Financial Companies LLLP | 9,847 | $463.4K | 0.00% | +749+8.2% | Added |
| Fulcrum Equity Management | 9,905 | $466.1K | 0.45% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 11,993 | $473.2K | 0.16% | 00.0% | Unchanged |
| World Equity Group, Inc. | 10,058 | $473.3K | 0.13% | −121−1.2% | Reduced |
| Allstate Corp | 10,103 | $475.4K | 0.01% | +10,103 | New |
| Accurate Wealth Management, LLC | 10,336 | $488.7K | 0.06% | −2,065−16.7% | Reduced |
| HRC Wealth Management, LLC | 10,435 | $491.1K | 0.24% | −530−4.8% | Reduced |
| Ballentine Partners, LLC | 10,522 | $495.2K | 0.01% | −273−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,870 | $511.6K | 0.00% | −2,431−18.3% | Reduced |
| Vise Technologies, Inc. | 11,130 | $523.8K | 0.01% | +11,130 | New |
| HMS Capital Management, LLC | 11,167 | $525.5K | 0.22% | −143−1.3% | Reduced |
| Stifel Financial Corp | 11,179 | $526.1K | 0.00% | +5,901+111.8% | Added |
| CIBC World Markets Corp | 11,195 | $526.8K | 0.00% | +11,195 | New |
| Envestnet Portfolio Solutions, Inc. | 11,398 | $536.4K | 0.00% | +58+0.5% | Added |
| Baird Financial Group, Inc. | 11,527 | $542.5K | 0.00% | +11,527 | New |
| Gotham Asset Management, LLC | 12,012 | $565.3K | 0.00% | −652−5.1% | Reduced |
| Baldwin Brothers Inc | 12,108 | $569.8K | 0.04% | −2,920−19.4% | Reduced |
| VVR Holdings LLC | 12,139 | $571.3K | 0.30% | +12,139 | New |
| Warren Averett Asset Management, LLC | 12,204 | $574.3K | 0.00% | +12,204 | New |
| Peak Financial Advisors LLC | 12,670 | $596.2K | 0.27% | −317−2.4% | Reduced |
| Cannon Global Investment Management, LLC | 12,700 | $597.7K | 1.58% | +12,700 | New |
| Cresset Asset Management, LLC | 12,669 | $599.4K | 0.00% | −5,633−30.8% | Reduced |
| Stratos Wealth Partners, LTD. | 12,825 | $603.6K | 0.01% | −50−0.4% | Reduced |
| Mackenzie Financial Corp | 12,693 | $604.8K | 0.00% | +102+0.8% | Added |
| Swiss Life Asset Management Ltd | 12,884 | $606.3K | 0.00% | +5,743+80.4% | Added |
| Man Group plc | 12,979 | $610.8K | 0.00% | +12,979 | New |
| OpenArc Corporate Advisory, LLC | 13,087 | $615.9K | 0.01% | +13,087 | New |
| Beacon Capital Management, LLC | 13,115 | $617.2K | 0.10% | −556−4.1% | Reduced |
| State of Wyoming | 13,124 | $617.6K | 0.07% | +5,846+80.3% | Added |
| Harbour Investments, Inc. | 13,247 | $623.4K | 0.01% | +1,355+11.4% | Added |
| BCJ Capital Management, LLC | 13,296 | $625.7K | 0.04% | −361−2.6% | Reduced |
| Xponance, Inc. | 13,359 | $628.7K | 0.00% | +845+6.8% | Added |
| Selective Wealth Management, Inc. | 13,128 | $629.9K | 0.20% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 13,889 | $653.6K | 0.04% | +13,889 | New |
| Ameritas Investment Partners, Inc. | 13,972 | $657.5K | 0.02% | +663+5.0% | Added |
| Castleview Partners, LLC | 14,071 | $662.2K | 0.33% | +4,452+46.3% | Added |
| Arete Wealth Advisors, LLC | 14,254 | $670.8K | 0.05% | +1,365+10.6% | Added |
| United Capital Financial Advisers, LLC | 14,279 | $672.0K | 0.00% | +70.0% | Added |
| Sigma Planning Corp | 14,969 | $704.4K | 0.02% | +639+4.5% | Added |
| Robeco Institutional Asset Management B.V. | 15,351 | $722.4K | 0.00% | +15,351 | New |
| Accel Wealth Management | 15,401 | $724.8K | 0.20% | +1,989+14.8% | Added |
| Quantinno Capital Management LP | 15,827 | $744.9K | 0.00% | +8,259+109.1% | Added |
| SeaCrest Wealth Management, LLC | 15,742 | $745.4K | 0.08% | +15,742 | New |
| Odyssean, LLC | 15,851 | $745.9K | 0.54% | +15,851 | New |
| Advisory Resource Group | 15,916 | $749.0K | 0.13% | −2,647−14.3% | Reduced |
| COFG Advisors, LLC | 15,951 | $750.7K | 0.19% | +15,951 | New |
| Spire Wealth Management | 16,127 | $758.9K | 0.03% | +279+1.8% | Added |
| Magnetar Financial LLC | 16,183 | $761.6K | 0.01% | −50,331−75.7% | Reduced |
| N.E.W. Advisory Services LLC | 16,230 | $763.8K | 0.06% | −3,438−17.5% | Reduced |
| AE Wealth Management LLC | 16,623 | $782.3K | 0.00% | +82+0.5% | Added |
| Nvest Financial, LLC | 17,006 | $800.3K | 0.33% | +5,380+46.3% | Added |
| Miramontes Capital, LLC | 17,009 | $800.5K | 0.27% | +17,009 | New |
| Prime Capital Investment Advisors, LLC | 17,046 | $802.2K | 0.01% | +50.0% | Added |
| Militia Capital Partners, LP | 17,100 | $804.7K | 0.30% | −2,000−10.5% | Reduced |
| Sequoia Financial Advisors, LLC | 17,351 | $816.5K | 0.00% | +1,078+6.6% | Added |
| Nisa Investment Advisors, LLC | 17,323 | $821.0K | 0.00% | −6,291−26.6% | Reduced |
| Fox Run Management, L.L.C. | 17,446 | $821.0K | 0.13% | +17,446 | New |
| Captrust Financial Advisors | 17,631 | $829.7K | 0.00% | +119+0.7% | Added |
| Polymer Capital Management (US) LLC | 17,654 | $830.8K | 0.11% | +17,654 | New |
| Strategic Blueprint, LLC | 17,743 | $835.0K | 0.05% | −2,347−11.7% | Reduced |
| M&T Bank Corp | 17,854 | $840.2K | 0.00% | +17,854 | New |
| Convergence Investment Partners, LLC | 18,700 | $880.0K | 0.17% | +2,408+14.8% | Added |
| Steward Partners Investment Advisory, LLC | 18,702 | $880.1K | 0.00% | −1,000−5.1% | Reduced |
| Gallacher Capital Management LLC | 18,732 | $881.5K | 0.34% | −192−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 19,057 | $896.8K | 0.09% | +26+0.1% | Added |
| Fred Alger Management, LLC | 19,124 | $904.8K | 0.00% | −35,402−64.9% | Reduced |