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 |
|---|---|---|---|---|---|
| Fulcrum Equity Management | 9,905 | $467.1K | 0.45% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 9,482 | $447.2K | 0.15% | 00.0% | Unchanged |
| US Bancorp | 9,280 | $437.6K | 0.00% | +8,165+732.3% | Added |
| Aprio Wealth Management, LLC | 9,239 | $435.7K | 0.02% | +9,239 | New |
| Diversify Advisory Services, LLC | 8,607 | $432.2K | 0.07% | −24,562−74.1% | Reduced |
| Los Angeles Capital Management LLC | 9,159 | $431.9K | 0.00% | +8,417+1,134.4% | Added |
| Golden State Wealth Management, LLC | 9,145 | $431.3K | 0.05% | −670−6.8% | Reduced |
| Apollon Wealth Management, LLC | 9,121 | $430.1K | 0.01% | −259−2.8% | Reduced |
| Inscription Capital, LLC | 8,982 | $423.6K | 0.04% | +99+1.1% | Added |
| Highland Capital Management, LLC | 8,901 | $419.8K | 0.02% | +3,098+53.4% | Added |
| Cornerstone Wealth Management, LLC | 8,893 | $419.4K | 0.02% | +1,453+19.5% | Added |
| Colony Group, LLC | 8,803 | $415.6K | 0.00% | −14,527−62.3% | Reduced |
| MML Investors Services, LLC | 8,764 | $413.3K | 0.00% | −17,012−66.0% | Reduced |
| Castleview Partners, LLC | 8,677 | $409.2K | 0.21% | −5,394−38.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,636 | $407.3K | 0.01% | +59+0.7% | Added |
| Abel Hall, LLC | 8,541 | $402.8K | 0.09% | +8,541 | New |
| Sheets Smith Wealth Management | 8,496 | $400.7K | 0.05% | −25−0.3% | Reduced |
| West Wealth Group, LLC | 8,374 | $394.9K | 0.08% | +42+0.5% | Added |
| Medallion Wealth Advisors, LLC | 8,366 | $394.5K | 0.13% | −1,068−11.3% | Reduced |
| S. R. Schill & Associates | 8,339 | $393.3K | 0.27% | 00.0% | Unchanged |
| DnB Asset Management AS | 8,338 | $393.2K | 0.00% | +8,338 | New |
| Beacon Financial Advisory LLC | 8,276 | $390.3K | 0.09% | −398−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,089 | $381.5K | 0.00% | −542,649−98.5% | Reduced |
| HRC Wealth Management, LLC | 8,056 | $379.9K | 0.18% | −2,379−22.8% | Reduced |
| Investmark Advisory Group LLC | 8,020 | $378.2K | 0.16% | +8+0.1% | Added |
| Benjamin Edwards Inc | 7,915 | $373.1K | 0.00% | +548+7.4% | Added |
| CI Private Wealth, LLC | 7,874 | $371.4K | 0.00% | +96+1.2% | Added |
| Norinchukin Bank, The | 7,859 | $370.6K | 0.00% | −237−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 7,823 | $368.9K | 0.01% | −460−5.6% | Reduced |
| Liberty Wealth Management LLC | 7,321 | $368.4K | 0.05% | +7,321 | New |
| Ameritas Advisory Services, LLC | 7,613 | $359.0K | 0.01% | −191−2.4% | Reduced |
| Brevan Howard Capital Management LP | 7,560 | $356.5K | 0.00% | −39,423−83.9% | Reduced |
| Change Path, LLC | 7,512 | $354.3K | 0.01% | −141−1.8% | Reduced |
| Sanctuary Advisors, LLC | 7,484 | $352.9K | 0.00% | +1,786+31.3% | Added |
| Exchange Traded Concepts, LLC | 7,441 | $350.9K | 0.00% | +4,002+116.4% | Added |
| Csenge Advisory Group | 7,434 | $350.6K | 0.02% | −2,221−23.0% | Reduced |
| A&I Financial Services, LLC | 7,422 | $350.0K | 0.17% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,350 | $346.6K | 0.05% | 00.0% | Unchanged |
| Anson Capital, Inc. | 7,268 | $342.8K | 0.23% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,260 | $342.4K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,243 | $340.9K | 0.00% | +31+0.4% | Added |
| Pinnacle Financial Partners, Inc. | 7,212 | $340.2K | 0.00% | +4+0.1% | Added |
| Magnetar Financial LLC | 7,169 | $338.1K | 0.00% | −9,014−55.7% | Reduced |
| Profund Advisors LLC | 7,162 | $337.8K | 0.01% | +7,162 | New |
| Kovack Advisors, Inc. | 7,047 | $334.9K | 0.02% | −700−9.0% | Reduced |
| Hillsdale Investment Management Inc. | 7,090 | $334.4K | 0.01% | +6,890+3,445.0% | Added |
| Mutual Advisors, LLC | 7,071 | $333.5K | 0.01% | −720−9.2% | Reduced |
| Ninety One UK Ltd | 7,021 | $331.1K | 0.00% | +7,021 | New |
| Gross & Hartman Investments LLC | 7,020 | $331.1K | 0.17% | +1,905+37.2% | Added |
| Safe Harbor Family Capital, LLC | 7,020 | $331.1K | 0.26% | +1,905+37.2% | Added |
| Brookstone Capital Management | 6,969 | $328.7K | 0.00% | +24+0.3% | Added |
| Park Avenue Securities LLC | 6,930 | $327.0K | 0.00% | +345+5.2% | Added |
| Soltis Investment Advisors LLC | 6,819 | $321.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,742 | $318.0K | 0.01% | −111−1.6% | Reduced |
| Smith, Moore & Co. | 6,719 | $316.9K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,692 | $315.6K | 0.02% | +505+8.2% | Added |
| Heritage Family Offices, LLP | 6,598 | $311.2K | 0.14% | −1,681−20.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,595 | $311.0K | 0.01% | +6,595 | New |
| International Assets Investment Management, LLC | 6,392 | $303.7K | 0.02% | +155+2.5% | Added |
| Fiduciary Alliance LLC | 5,757 | $284.9K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,913 | $279.0K | 0.01% | +266+4.7% | Added |
| Shelton Capital Management | 5,885 | $277.5K | 0.01% | +5,885 | New |
| DRW Securities, LLC | 5,859 | $276.3K | 0.02% | +5,859 | New |
| PFG Investments, LLC | 5,743 | $270.8K | 0.01% | +396+7.4% | Added |
| Everence Capital Management Inc | 5,692 | $268.0K | 0.02% | +381+7.2% | Added |
| AdvisorNet Financial, Inc | 5,653 | $266.6K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 5,592 | $263.7K | 0.01% | +5,592 | New |
| Vanderbilt University | 5,534 | $261.0K | 0.05% | +5,534 | New |
| The PNC Financial Services Group, Inc. | 5,512 | $259.9K | 0.00% | +1,726+45.6% | Added |
| We Are One Seven, LLC | 5,479 | $258.4K | 0.01% | 00.0% | Unchanged |
| Anb Bank | 5,428 | $256.0K | 0.10% | +139+2.6% | Added |
| First Heartland Consultants, Inc. | 5,317 | $250.7K | 0.02% | +84+1.6% | Added |
| Virtue Capital Management, LLC | 5,334 | $250.3K | 0.04% | +5,334 | New |
| RFG Advisory, LLC | 5,287 | $249.4K | 0.00% | −3,951−42.8% | Reduced |
| Norden Group LLC | 5,277 | $248.9K | 0.02% | +122+2.4% | Added |
| Smith, Salley & Associates | 5,234 | $246.8K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,233 | $246.8K | 0.01% | +155+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,229 | $246.6K | 0.00% | +30+0.6% | Added |
| Denver Wealth Management, Inc. | 5,224 | $246.4K | 0.08% | +179+3.5% | Added |
| Assetmark, Inc | 5,203 | $245.4K | 0.00% | +402+8.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,181 | $244.3K | 0.01% | −466−8.3% | Reduced |
| M&G Plc | 5,193 | $244.1K | 0.00% | +230+4.6% | Added |
| West Michigan Advisors, LLC | 5,129 | $243.2K | 0.05% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 5,147 | $242.7K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,141 | $242.4K | 0.02% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 5,124 | $241.6K | 0.14% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 5,098 | $240.4K | 0.03% | +42+0.8% | Added |
| Oppenheimer & Co Inc | 5,058 | $238.5K | 0.00% | +5,058 | New |
| Gaddis Premier Wealth Advisors LLC | 5,045 | $237.9K | 0.18% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,014 | $236.5K | 0.01% | 00.0% | Unchanged |
| Mangrove Partners | 4,923 | $232.2K | 0.02% | 00.0% | Unchanged |
| BDFS Capital LLC | 4,827 | $227.6K | 0.11% | −1,404−22.5% | Reduced |
| Integrated Wealth Concepts LLC | 4,761 | $224.5K | 0.00% | +4,761 | New |
| Venture Visionary Partners LLC | 4,720 | $222.6K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,676 | $220.5K | 0.02% | −52−1.1% | Reduced |
| Nicolet Bankshares Inc | 4,586 | $217.9K | 0.01% | +4,586 | New |
| Apriem Advisors | 4,613 | $217.5K | 0.02% | −1,368−22.9% | Reduced |
| HighPoint Advisor Group LLC | 4,485 | $211.5K | 0.01% | −61,473−93.2% | Reduced |
| Miracle Mile Advisors, LLC | 4,462 | $210.4K | 0.00% | −9−0.2% | Reduced |
| Leelyn Smith, LLC | 4,450 | $209.9K | 0.03% | 00.0% | Unchanged |