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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 9,679 | $455.5K | 0.01% | +4,722+95.3% | Added |
| Csenge Advisory Group | 9,655 | $454.4K | 0.02% | −29−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 9,531 | $448.5K | 0.01% | +689+7.8% | Added |
| Lifestyle Asset Management, Inc. | 9,482 | $446.2K | 0.15% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 9,434 | $444.0K | 0.15% | +117+1.3% | Added |
| Apollon Wealth Management, LLC | 9,380 | $441.4K | 0.01% | −294−3.0% | Reduced |
| RFG Advisory, LLC | 9,238 | $434.7K | 0.01% | −686−6.9% | Reduced |
| SageView Advisory Group, LLC | 9,159 | $431.0K | 0.01% | −185−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 8,886 | $418.2K | 0.01% | +14+0.2% | Added |
| Inscription Capital, LLC | 8,883 | $418.0K | 0.04% | −276−3.0% | Reduced |
| JustInvest LLC | 8,861 | $417.0K | 0.00% | +436+5.2% | Added |
| Ethic Inc. | 8,843 | $416.2K | 0.01% | −359−3.9% | Reduced |
| Concorde Asset Management, LLC | 8,798 | $414.0K | 0.17% | −4,100−31.8% | Reduced |
| Beacon Financial Advisory LLC | 8,674 | $408.2K | 0.09% | −2,114−19.6% | Reduced |
| Foundations Investment Advisors, LLC | 8,577 | $403.6K | 0.01% | −1,157−11.9% | Reduced |
| Sheets Smith Wealth Management | 8,521 | $401.0K | 0.04% | +2,014+31.0% | Added |
| Fieldview Capital Management, LLC | 8,481 | $399.1K | 0.07% | +2,540+42.8% | Added |
| Warwick Investment Management, Inc. | 8,429 | $396.7K | 0.06% | 00.0% | Unchanged |
| S. R. Schill & Associates | 8,339 | $392.4K | 0.28% | 00.0% | Unchanged |
| West Wealth Group, LLC | 8,332 | $392.1K | 0.08% | +47+0.6% | Added |
| Pensionmark Financial Group, LLC | 8,283 | $389.8K | 0.01% | +3,409+69.9% | Added |
| Heritage Family Offices, LLP | 8,279 | $389.6K | 0.18% | −123−1.5% | Reduced |
| Norinchukin Bank, The | 8,096 | $381.0K | 0.00% | +126+1.6% | Added |
| Investmark Advisory Group LLC | 8,012 | $377.1K | 0.16% | +9+0.1% | Added |
| Panoramic Investment Advisors, LLC | 8,006 | $376.8K | 0.20% | −686−7.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,908 | $372.0K | 0.08% | +7,908 | New |
| Atticus Wealth Management, LLC | 7,811 | $367.6K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,804 | $367.3K | 0.01% | −3,934−33.5% | Reduced |
| Mutual Advisors, LLC | 7,791 | $366.6K | 0.01% | +32+0.4% | Added |
| Meeder Asset Management Inc | 7,789 | $366.6K | 0.02% | +1,207+18.3% | Added |
| CI Private Wealth, LLC | 7,778 | $366.0K | 0.00% | +1,708+28.1% | Added |
| Kovack Advisors, Inc. | 7,747 | $364.6K | 0.02% | +466+6.4% | Added |
| Change Path, LLC | 7,653 | $360.2K | 0.01% | −124−1.6% | Reduced |
| Integrated Advisors Network LLC | 7,488 | $352.4K | 0.02% | +1,815+32.0% | Added |
| Cornerstone Wealth Management, LLC | 7,440 | $350.1K | 0.02% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 7,422 | $349.3K | 0.17% | +575+8.4% | Added |
| Integrity Alliance, LLC. | 7,393 | $347.9K | 0.01% | +7,393 | New |
| Benjamin Edwards Inc | 7,367 | $346.6K | 0.00% | +115+1.6% | Added |
| Tran Capital Management, L.P. | 7,350 | $345.9K | 0.04% | 00.0% | Unchanged |
| Anson Capital, Inc. | 7,268 | $342.0K | 0.25% | −54−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,260 | $341.7K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,212 | $339.4K | 0.00% | +7,212 | New |
| Pinnacle Financial Partners, Inc. | 7,208 | $339.2K | 0.00% | +7,208 | New |
| Yousif Capital Management, LLC | 7,138 | $338.3K | 0.00% | +7,138 | New |
| Schnieders Capital Management, LLC. | 7,003 | $329.6K | 0.05% | +7,003 | New |
| Brookstone Capital Management | 6,945 | $326.8K | 0.00% | +456+7.0% | Added |
| IFP Advisors, Inc | 6,853 | $322.5K | 0.01% | +4,502+191.5% | Added |
| Soltis Investment Advisors LLC | 6,819 | $320.9K | 0.02% | −2,047−23.1% | Reduced |
| Smith, Moore & Co. | 6,719 | $316.2K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6,709 | $315.7K | 0.01% | −554−7.6% | Reduced |
| Jefferies Financial Group Inc. | 6,628 | $311.9K | 0.00% | +6,628 | New |
| Caxton Associates LLP | 6,611 | $311.1K | 0.01% | +6,611 | New |
| Park Avenue Securities LLC | 6,585 | $310.0K | 0.00% | −1,572−19.3% | Reduced |
| Octavia Wealth Advisors, LLC | 6,533 | $309.1K | 0.03% | −2,612−28.6% | Reduced |
| Biltmore Family Office, LLC | 6,488 | $306.9K | 0.04% | +6,488 | New |
| Vontobel Holding Ltd. | 6,432 | $302.7K | 0.00% | +6,432 | New |
| BDFS Capital LLC | 6,231 | $294.8K | 0.15% | +6,231 | New |
| International Assets Investment Management, LLC | 6,237 | $293.5K | 0.02% | −1,080−14.8% | Reduced |
| ProVise Management Group, LLC | 6,187 | $291.2K | 0.02% | −111−1.8% | Reduced |
| Western Wealth Management, LLC | 6,071 | $285.7K | 0.01% | +900+17.4% | Added |
| Apriem Advisors | 5,981 | $281.5K | 0.03% | −57−0.9% | Reduced |
| Highland Capital Management, LLC | 5,803 | $273.1K | 0.01% | −165−2.8% | Reduced |
| Fiduciary Alliance LLC | 5,757 | $270.9K | 0.02% | −1,610−21.9% | Reduced |
| Sanctuary Advisors, LLC | 5,698 | $268.1K | 0.00% | +363+6.8% | Added |
| David Loasby | 5,608 | $266.6K | 0.02% | −340−5.7% | Reduced |
| AdvisorNet Financial, Inc | 5,653 | $266.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,647 | $266.0K | 0.01% | +144+2.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,647 | $265.7K | 0.02% | −1,976−25.9% | Reduced |
| Proactive Wealth Strategies LLC | 5,585 | $262.8K | 0.10% | +5,585 | New |
| We Are One Seven, LLC | 5,479 | $257.8K | 0.01% | −100−1.8% | Reduced |
| EP Wealth Advisors, LLC | 5,455 | $256.7K | 0.00% | +5,455 | New |
| PFG Investments, LLC | 5,347 | $251.7K | 0.01% | −863−13.9% | Reduced |
| 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 |
| Anb Bank | 5,289 | $248.9K | 0.10% | +5,289 | New |
| Savvy Advisors, Inc. | 5,288 | $248.8K | 0.01% | +12+0.2% | Added |
| Smith, Salley & Associates | 5,234 | $246.3K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,233 | $246.3K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,199 | $244.6K | 0.00% | +5,199 | New |
| Quest Partners LLC | 5,190 | $244.2K | 0.01% | −8,216−61.3% | Reduced |
| West Michigan Advisors, LLC | 5,129 | $242.7K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 5,155 | $242.6K | 0.02% | +174+3.5% | Added |
| Aquire Wealth Advisors, LLC | 5,147 | $242.2K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,141 | $241.9K | 0.02% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 5,124 | $241.1K | 0.15% | 00.0% | Unchanged |
| 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 |
| Level Four Advisory Services, LLC | 5,078 | $239.0K | 0.01% | +5,078 | New |
| Caliber Wealth Management, LLC | 5,056 | $237.9K | 0.03% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 5,045 | $237.4K | 0.08% | −372−6.9% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 5,045 | $237.4K | 0.18% | +5,045 | New |
| TCG Advisory Services, LLC | 5,014 | $236.0K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,990 | $234.8K | 0.01% | +4,990 | New |
| M&G Plc | 4,963 | $233.3K | 0.00% | −148−2.9% | Reduced |
| National Asset Management, Inc. | 4,945 | $232.7K | 0.01% | +4,945 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,928 | $231.9K | 0.00% | +1,433+41.0% | Added |
| Mangrove Partners | 4,923 | $231.7K | 0.02% | +4,923 | New |
| KBC Group NV | 4,890 | $230.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,854 | $228.4K | 0.00% | −35,510−88.0% | Reduced |
| Assetmark, Inc | 4,801 | $225.9K | 0.00% | −1,717−26.3% | Reduced |