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 |
|---|---|---|---|---|---|
| S. R. Schill & Associates | 8,339 | $393.3K | 0.27% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 8,366 | $394.5K | 0.13% | −1,068−11.3% | Reduced |
| West Wealth Group, LLC | 8,374 | $394.9K | 0.08% | +42+0.5% | Added |
| Sheets Smith Wealth Management | 8,496 | $400.7K | 0.05% | −25−0.3% | Reduced |
| Abel Hall, LLC | 8,541 | $402.8K | 0.09% | +8,541 | New |
| Foundations Investment Advisors, LLC | 8,636 | $407.3K | 0.01% | +59+0.7% | Added |
| Castleview Partners, LLC | 8,677 | $409.2K | 0.21% | −5,394−38.3% | Reduced |
| MML Investors Services, LLC | 8,764 | $413.3K | 0.00% | −17,012−66.0% | Reduced |
| Colony Group, LLC | 8,803 | $415.6K | 0.00% | −14,527−62.3% | Reduced |
| Cornerstone Wealth Management, LLC | 8,893 | $419.4K | 0.02% | +1,453+19.5% | Added |
| Highland Capital Management, LLC | 8,901 | $419.8K | 0.02% | +3,098+53.4% | Added |
| Inscription Capital, LLC | 8,982 | $423.6K | 0.04% | +99+1.1% | Added |
| Apollon Wealth Management, LLC | 9,121 | $430.1K | 0.01% | −259−2.8% | Reduced |
| Golden State Wealth Management, LLC | 9,145 | $431.3K | 0.05% | −670−6.8% | Reduced |
| Los Angeles Capital Management LLC | 9,159 | $431.9K | 0.00% | +8,417+1,134.4% | Added |
| Diversify Advisory Services, LLC | 8,607 | $432.2K | 0.07% | −24,562−74.1% | Reduced |
| Aprio Wealth Management, LLC | 9,239 | $435.7K | 0.02% | +9,239 | New |
| US Bancorp | 9,280 | $437.6K | 0.00% | +8,165+732.3% | Added |
| Lifestyle Asset Management, Inc. | 9,482 | $447.2K | 0.15% | 00.0% | Unchanged |
| Fulcrum Equity Management | 9,905 | $467.1K | 0.45% | 00.0% | Unchanged |
| Ethic Inc. | 10,179 | $480.0K | 0.01% | +1,336+15.1% | Added |
| Addison Capital Co | 10,184 | $480.3K | 0.09% | +10,184 | New |
| Jump Financial, LLC | 10,294 | $485.5K | 0.01% | −65,536−86.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,339 | $487.6K | 0.01% | −2,486−19.4% | Reduced |
| Pure Financial Advisors, Inc. | 10,360 | $488.6K | 0.01% | +829+8.7% | Added |
| Hazelview Securities Inc. | 10,360 | $488.6K | 0.09% | +10,360 | New |
| Ballentine Partners, LLC | 10,399 | $490.4K | 0.01% | −123−1.2% | Reduced |
| VVR Holdings LLC | 10,492 | $494.8K | 0.26% | −1,647−13.6% | Reduced |
| Beacon Capital Management, LLC | 10,624 | $501.0K | 0.09% | −2,491−19.0% | Reduced |
| CIBC Bancorp USA Inc. | 10,675 | $503.4K | 0.00% | +10,675 | New |
| Accurate Wealth Management, LLC | 10,336 | $508.8K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,130 | $523.8K | 0.01% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 11,220 | $529.2K | 0.10% | +5,635+100.9% | Added |
| Everest Financial Group LLC | 11,230 | $529.6K | 0.09% | +11,230 | New |
| OpenArc Corporate Advisory, LLC | 11,288 | $532.3K | 0.01% | −1,799−13.7% | Reduced |
| Nisa Investment Advisors, LLC | 11,575 | $550.4K | 0.00% | −5,748−33.2% | Reduced |
| Gotham Asset Management, LLC | 11,677 | $550.7K | 0.00% | −335−2.8% | Reduced |
| Western Wealth Management, LLC | 11,840 | $558.4K | 0.02% | +5,769+95.0% | Added |
| HMS Capital Management, LLC | 11,920 | $562.2K | 0.22% | +753+6.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,991 | $565.5K | 0.00% | +593+5.2% | Added |
| Cambridge Financial Group, LLC | 11,993 | $565.6K | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,100 | $570.6K | 0.00% | +921+8.2% | Added |
| World Equity Group, Inc. | 12,118 | $571.5K | 0.15% | +2,060+20.5% | Added |
| Peak Financial Advisors LLC | 12,399 | $584.8K | 0.26% | −271−2.1% | Reduced |
| Vontobel Holding Ltd. | 12,711 | $599.5K | 0.00% | +6,279+97.6% | Added |
| Securian Asset Management, Inc | 13,077 | $616.7K | 0.02% | +13,077 | New |
| Warren Averett Asset Management, LLC | 13,249 | $624.8K | 0.00% | +1,045+8.6% | Added |
| Great Valley Advisor Group, Inc. | 13,548 | $638.7K | 0.01% | +4,662+52.5% | Added |
| Bank of Montreal | 13,889 | $655.0K | 0.00% | +13,889 | New |
| JustInvest LLC | 13,925 | $656.7K | 0.01% | +5,064+57.1% | Added |
| COFG Advisors, LLC | 13,938 | $657.3K | 0.16% | −2,013−12.6% | Reduced |
| Selective Wealth Management, Inc. | 13,128 | $659.2K | 0.20% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 14,006 | $660.5K | 0.10% | +7,003+100.0% | Added |
| Beacon Pointe Advisors, LLC | 14,087 | $664.3K | 0.00% | +3,217+29.6% | Added |
| Arete Wealth Advisors, LLC | 14,428 | $682.2K | 0.05% | +174+1.2% | Added |
| Sigma Planning Corp | 15,191 | $716.4K | 0.02% | +222+1.5% | Added |
| Baird Financial Group, Inc. | 15,332 | $723.1K | 0.00% | +3,805+33.0% | Added |
| Robeco Institutional Asset Management B.V. | 15,351 | $724.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,416 | $727.0K | 0.02% | +5,737+59.3% | Added |
| Accel Wealth Management | 15,451 | $728.7K | 0.19% | +50+0.3% | Added |
| A4 Wealth Advisors LLC | 15,611 | $736.2K | 0.61% | −6,464−29.3% | Reduced |
| BCJ Capital Management, LLC | 15,835 | $746.8K | 0.04% | +2,539+19.1% | Added |
| Swiss Life Asset Management Ltd | 15,874 | $748.6K | 0.00% | +2,990+23.2% | Added |
| Advisory Resource Group | 15,916 | $750.6K | 0.13% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 15,971 | $753.2K | 0.11% | −1,683−9.5% | Reduced |
| Jones Financial Companies LLLP | 16,050 | $756.4K | 0.00% | +6,203+63.0% | Added |
| N.E.W. Advisory Services LLC | 16,768 | $790.8K | 0.06% | +538+3.3% | Added |
| Miramontes Capital, LLC | 16,787 | $791.7K | 0.27% | −222−1.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,050 | $804.1K | 0.01% | +40.0% | Added |
| Nvest Financial, LLC | 17,427 | $821.9K | 0.31% | +421+2.5% | Added |
| KBC Group NV | 17,622 | $831.0K | 0.00% | +12,732+260.4% | Added |
| Quantinno Capital Management LP | 17,623 | $831.1K | 0.00% | +1,796+11.3% | Added |
| Strategic Blueprint, LLC | 17,750 | $837.1K | 0.05% | +70.0% | Added |
| Sequoia Financial Advisors, LLC | 17,803 | $839.6K | 0.00% | +452+2.6% | Added |
| Spire Wealth Management | 18,069 | $852.1K | 0.03% | +1,942+12.0% | Added |
| Captrust Financial Advisors | 18,886 | $890.7K | 0.00% | +1,255+7.1% | Added |
| AE Wealth Management LLC | 18,887 | $890.7K | 0.00% | +2,264+13.6% | Added |
| PVG Asset Management Corp | 19,237 | $893.9K | 0.53% | +19,237 | New |
| M&T Bank Corp | 19,117 | $901.8K | 0.00% | +1,263+7.1% | Added |
| United Capital Financial Advisers, LLC | 19,776 | $932.6K | 0.01% | +5,497+38.5% | Added |
| Gamco Investors, Inc. Et Al | 20,000 | $943.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 20,026 | $944.4K | 0.02% | −1,100−5.2% | Reduced |
| Storgate, LLC | 20,754 | $978.8K | 0.77% | +1,112+5.7% | Added |
| Public Employees Retirement Association of Colorado | 20,833 | $982.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 20,977 | $989.3K | 0.01% | +83+0.4% | Added |
| Paradigm Financial Partners, LLC | 21,024 | $991.5K | 0.18% | +1,967+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 22,295 | $1.05M | 0.01% | +3,593+19.2% | Added |
| Focused Wealth Management, Inc | 22,496 | $1.06M | 0.11% | −1,125−4.8% | Reduced |
| Convergence Investment Partners, LLC | 22,502 | $1.06M | 0.17% | +3,802+20.3% | Added |
| Cerity Partners LLC | 23,026 | $1.09M | 0.00% | +1,240+5.7% | Added |
| Florida Financial Advisors, LLC | 24,277 | $1.15M | 0.27% | +4,735+24.2% | Added |
| Allstate Corp | 24,735 | $1.17M | 0.01% | +14,632+144.8% | Added |
| Xponance, Inc. | 24,984 | $1.18M | 0.01% | +11,625+87.0% | Added |
| Geneos Wealth Management Inc. | 24,986 | $1.18M | 0.03% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 25,330 | $1.19M | 0.74% | −276−1.1% | Reduced |
| Natixis Advisors, L.P. | 25,605 | $1.21M | 0.00% | +25,605 | New |
| Teacher Retirement System of Texas | 26,231 | $1.24M | 0.01% | −4,919−15.8% | Reduced |
| Summit Wealth Group LLC | 26,424 | $1.25M | 0.13% | +2,408+10.0% | Added |
| Erste Asset Management GmbH | 26,900 | $1.26M | 0.01% | −2,100−7.2% | Reduced |
| Pictet Asset Management Holding SA | 27,097 | $1.28M | 0.00% | +2,776+11.4% | Added |