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, Q1 2026
Institutional positions in American Healthcare REIT, Inc. as of Mar 31, 2026. 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
- 520
- −5 vs. Q4 2025
- Shares held
- 188.6M
- +37.2M (+24.6%) vs. Q4 2025
- Total value
- $8.91B
- +$1.77B (+24.8%) vs. Q4 2025
- New holders
- 70
- 231 more added
- Sold out
- 75
- 145 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $142 | 0.00% | −2−40.0% | Reduced |
| American Capital Advisory, LLC | 4 | $189 | 0.00% | −1−20.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $189 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 8 | $388 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $472 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $519 | 0.00% | −63−85.1% | Reduced |
| Armstrong Advisory Group, Inc | 11 | $519 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $519 | 0.00% | −7−38.9% | Reduced |
| Financial Management Professionals, Inc. | 12 | $569 | 0.00% | +12 | New |
| Private Trust Co NA | 14 | $660 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $802 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $849 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 20 | $943 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 21 | $998 | 0.00% | +7+50.0% | Added |
| JPL Wealth Management, LLC | 22 | $1.04K | 0.00% | +22 | New |
| Financial Consulate, Inc | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.18K | 0.00% | −229−90.2% | Reduced |
| Motco | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 29 | $1.37K | 0.00% | +29 | New |
| Principia Wealth Advisory, LLC | 30 | $1.42K | 0.00% | +15+100.0% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $1.51K | 0.00% | −18−36.0% | Reduced |
| Clear Street Markets LLC | 38 | $1.79K | 0.00% | +38 | New |
| Marquette Asset Management, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $2.45K | 0.00% | +41+372.7% | Added |
| Bare Financial Services, Inc | 62 | $2.92K | 0.00% | +20+47.6% | Added |
| TD Private Client Wealth LLC | 65 | $3.06K | 0.00% | +36+124.1% | Added |
| Rossby Financial, LCC | 74 | $3.52K | 0.00% | +52+236.4% | Added |
| Quarry LP | 77 | $3.63K | 0.00% | +53+220.8% | Added |
| High Note Wealth, LLC | 78 | $3.68K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 82 | $3.87K | 0.00% | +60+272.7% | Added |
| Quent Capital, LLC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 171 | $5.18K | 0.00% | −18−9.5% | Reduced |
| Innovative Asset Advisors Group, LLC | 110 | $5.21K | 0.00% | +110 | New |
| Crews Bank & Trust | 122 | $5.75K | 0.00% | +122 | New |
| Farmers & Merchants Investments Inc | 135 | $6.37K | 0.00% | +135 | New |
| Ameriflex Group, Inc. | 146 | $6.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 150 | $7.07K | 0.00% | +129+614.3% | Added |
| Capital Advisor Network LLC | 153 | $7.21K | 0.01% | +153 | New |
| Massmutual Trust Co FSB | 164 | $7.73K | 0.00% | −10−5.7% | Reduced |
| Covestor Ltd | 180 | $9.00K | 0.01% | −156−46.4% | Reduced |
| Bessemer Group Inc | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 198 | $9.00K | 0.00% | +33+20.0% | Added |
| Whittier Trust Co | 206 | $9.71K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 250 | $11.9K | 0.00% | −49−16.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 258 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 262 | $12.4K | 0.00% | +45+20.7% | Added |
| Advisory Services Network, LLC | 266 | $12.5K | 0.00% | +266 | New |
| Archer Investment Corp | 310 | $14.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 361 | $17.0K | 0.00% | +286+381.3% | Added |
| Measured Wealth Private Client Group, LLC | 392 | $18.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 399 | $18.8K | 0.00% | +399 | New |
| Ronald Blue Trust, Inc. | 406 | $19.1K | 0.00% | +252+163.6% | Added |
| Sound Income Strategies, LLC | 406 | $19.3K | 0.00% | −1,204−74.8% | Reduced |
| SRS Capital Advisors, Inc. | 415 | $19.6K | 0.00% | −1,287−75.6% | Reduced |
| Center for Financial Planning, Inc. | 432 | $20.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 448 | $21.1K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 451 | $21.3K | 0.00% | +451 | New |
| Sofos Investments, Inc. | 481 | $22.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 491 | $23.2K | 0.00% | +471+2,355.0% | Added |
| Quadrant Capital Group LLC | 494 | $23.3K | 0.00% | +386+357.4% | Added |
| Financial Avengers, Inc. | 500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Aew Capital Management L P | 500 | $23.6K | 0.00% | +500 | New |
| Silicon Valley Capital Partners | 515 | $24.3K | 0.00% | +2+0.4% | Added |
| Manning & Napier Advisors LLC | 545 | $25.6K | 0.00% | +545 | New |
| Tradewinds Capital Management, LLC | 563 | $26.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 615 | $29.0K | 0.00% | −176−22.3% | Reduced |
| Loomis Sayles & Co L P | 761 | $35.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 832 | $39.2K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 833 | $39.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 919 | $43.3K | 0.01% | +5+0.5% | Added |
| Versant Capital Management, Inc | 921 | $43.4K | 0.00% | +23+2.6% | Added |
| UMA Financial Services, Inc. | 922 | $43.5K | 0.01% | −21−2.2% | Reduced |
| North Star Investment Management Corp. | 925 | $43.6K | 0.00% | +9+1.0% | Added |
| Umb Bank N A | 932 | $44.0K | 0.00% | +911+4,338.1% | Added |
| Avalon Trust Co | 989 | $46.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,032 | $48.7K | 0.00% | +680+193.2% | Added |
| Kozak & Associates, Inc. | 1,088 | $52.4K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,140 | $53.8K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 1,141 | $53.8K | 0.00% | +764+202.7% | Added |
| TD Capital Management LLC | 1,241 | $58.5K | 0.01% | +6+0.5% | Added |
| Decker Retirement Planning Inc. | 1,288 | $60.7K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,289 | $60.8K | 0.01% | +669+107.9% | Added |
| WPG Advisers, LLC | 1,467 | $69.2K | 0.05% | −1,467−50.0% | Reduced |
| Spirit of America Management Corp | 1,500 | $70.7K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 1,539 | $72.6K | 0.00% | −111−6.7% | Reduced |
| Franchise GP Ltd | 1,575 | $74.3K | 0.03% | −1,000−38.8% | Reduced |
| McIlrath & Eck, LLC | 1,626 | $76.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,628 | $76.8K | 0.00% | +1,628 | New |
| Strategic Wealth Partners, Ltd. | 1,647 | $77.7K | 0.01% | −220−11.8% | Reduced |
| UBS Asset Management Americas Inc | 1,674 | $78.9K | 0.00% | +1,253+297.6% | Added |
| Signaturefd, LLC | 1,752 | $82.6K | 0.00% | +209+13.5% | Added |
| Indiana Trust & Investment Management CO | 1,762 | $83.1K | 0.03% | −250−12.4% | Reduced |
| Triumph Capital Management | 1,956 | $92.7K | 0.02% | −653−25.0% | Reduced |
| Huntington National Bank | 2,224 | $104.9K | 0.00% | +67+3.1% | Added |
| Rockefeller Capital Management L.P. | 2,242 | $105.7K | 0.00% | +781+53.5% | Added |
| Cassaday & Co Wealth Management LLC | 2,348 | $110.7K | 0.00% | +2,348 | New |
| Prestige Wealth Management Group LLC | 2,508 | $118.5K | 0.02% | 00.0% | Unchanged |