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 |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 4,428 | $208.8K | 0.11% | 00.0% | Unchanged |
| Amicus Financial Advisors, LLC | 4,375 | $206.3K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,354 | $205.3K | 0.02% | −11,388−72.3% | Reduced |
| Sterling Capital Management LLC | 4,263 | $201.0K | 0.00% | −2,446−36.5% | Reduced |
| CX Institutional | 4,005 | $189.0K | 0.01% | +592+17.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,653 | $172.3K | 0.00% | −1,275−25.9% | Reduced |
| Creative Financial Designs Inc | 3,332 | $157.1K | 0.01% | −424−11.3% | Reduced |
| Harvest Fund Management Co., Ltd | 3,279 | $155.0K | 0.01% | −1,249−27.6% | Reduced |
| Scarborough Advisors, LLC | 3,275 | $154.5K | 0.02% | +3,275 | New |
| Smartleaf Asset Management LLC | 3,233 | $151.7K | 0.01% | −204−5.9% | Reduced |
| Tidemark, LLC | 3,202 | $151.0K | 0.04% | +3+0.1% | Added |
| POM Investment Strategies, LLC | 3,084 | $145.4K | 0.18% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,042 | $143.5K | 0.01% | +554+22.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,993 | $141.2K | 0.02% | +242+8.8% | Added |
| Hantz Financial Services, Inc. | 2,788 | $131.0K | 0.00% | +2,788 | New |
| Horizon Investments, LLC | 2,759 | $130.1K | 0.00% | +2,759 | New |
| Northwestern Mutual Wealth Management Co | 2,608 | $123.0K | 0.00% | +6+0.2% | Added |
| Main Street Group, LTD | 2,568 | $121.1K | 0.04% | +2,568 | New |
| GF Fund Management Co. Ltd. | 2,549 | $120.2K | 0.00% | −244−8.7% | Reduced |
| Fifth Third Bancorp | 2,526 | $119.1K | 0.00% | +689+37.5% | Added |
| Prestige Wealth Management Group LLC | 2,508 | $118.5K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,348 | $110.7K | 0.00% | +2,348 | New |
| Rockefeller Capital Management L.P. | 2,242 | $105.7K | 0.00% | +781+53.5% | Added |
| Huntington National Bank | 2,224 | $104.9K | 0.00% | +67+3.1% | Added |
| Triumph Capital Management | 1,956 | $92.7K | 0.02% | −653−25.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,762 | $83.1K | 0.03% | −250−12.4% | Reduced |
| Signaturefd, LLC | 1,752 | $82.6K | 0.00% | +209+13.5% | Added |
| UBS Asset Management Americas Inc | 1,674 | $78.9K | 0.00% | +1,253+297.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,647 | $77.7K | 0.01% | −220−11.8% | Reduced |
| Simplex Trading, LLC | 1,628 | $76.8K | 0.00% | +1,628 | New |
| McIlrath & Eck, LLC | 1,626 | $76.7K | 0.01% | 00.0% | Unchanged |
| Franchise GP Ltd | 1,575 | $74.3K | 0.03% | −1,000−38.8% | Reduced |
| FIL Ltd | 1,539 | $72.6K | 0.00% | −111−6.7% | Reduced |
| Spirit of America Management Corp | 1,500 | $70.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,467 | $69.2K | 0.05% | −1,467−50.0% | Reduced |
| Kemnay Advisory Services Inc. | 1,289 | $60.8K | 0.01% | +669+107.9% | Added |
| Decker Retirement Planning Inc. | 1,288 | $60.7K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,241 | $58.5K | 0.01% | +6+0.5% | Added |
| Eastern Bank | 1,141 | $53.8K | 0.00% | +764+202.7% | Added |
| Prosperity Bancshares Inc | 1,140 | $53.8K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,088 | $52.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,032 | $48.7K | 0.00% | +680+193.2% | Added |
| Avalon Trust Co | 989 | $46.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 932 | $44.0K | 0.00% | +911+4,338.1% | Added |
| North Star Investment Management Corp. | 925 | $43.6K | 0.00% | +9+1.0% | Added |
| UMA Financial Services, Inc. | 922 | $43.5K | 0.01% | −21−2.2% | Reduced |
| Versant Capital Management, Inc | 921 | $43.4K | 0.00% | +23+2.6% | Added |
| New England Capital Financial Advisors LLC | 919 | $43.3K | 0.01% | +5+0.5% | Added |
| Darwin Advisors, LLC | 833 | $39.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 832 | $39.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 761 | $35.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 615 | $29.0K | 0.00% | −176−22.3% | Reduced |
| Tradewinds Capital Management, LLC | 563 | $26.6K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 545 | $25.6K | 0.00% | +545 | New |
| Silicon Valley Capital Partners | 515 | $24.3K | 0.00% | +2+0.4% | Added |
| Financial Avengers, Inc. | 500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Aew Capital Management L P | 500 | $23.6K | 0.00% | +500 | New |
| Quadrant Capital Group LLC | 494 | $23.3K | 0.00% | +386+357.4% | Added |
| Parallel Advisors, LLC | 491 | $23.2K | 0.00% | +471+2,355.0% | Added |
| Sofos Investments, Inc. | 481 | $22.7K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 451 | $21.3K | 0.00% | +451 | New |
| Harbor Investment Advisory, LLC | 448 | $21.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 432 | $20.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 415 | $19.6K | 0.00% | −1,287−75.6% | Reduced |
| Sound Income Strategies, LLC | 406 | $19.3K | 0.00% | −1,204−74.8% | Reduced |
| Ronald Blue Trust, Inc. | 406 | $19.1K | 0.00% | +252+163.6% | Added |
| Optiver Holding B.V. | 399 | $18.8K | 0.00% | +399 | New |
| Measured Wealth Private Client Group, LLC | 392 | $18.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 361 | $17.0K | 0.00% | +286+381.3% | Added |
| Archer Investment Corp | 310 | $14.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 266 | $12.5K | 0.00% | +266 | New |
| Rothschild Investment LLC | 262 | $12.4K | 0.00% | +45+20.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 258 | $12.2K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 250 | $11.9K | 0.00% | −49−16.4% | Reduced |
| Whittier Trust Co | 206 | $9.71K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 164 | $7.73K | 0.00% | −10−5.7% | Reduced |
| Capital Advisor Network LLC | 153 | $7.21K | 0.01% | +153 | New |
| Zions Bancorporation, National Association | 150 | $7.07K | 0.00% | +129+614.3% | Added |
| Ameriflex Group, Inc. | 146 | $6.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $6.37K | 0.00% | +135 | New |
| Crews Bank & Trust | 122 | $5.75K | 0.00% | +122 | New |
| Innovative Asset Advisors Group, LLC | 110 | $5.21K | 0.00% | +110 | New |
| Aster Capital Management (DIFC) Ltd | 171 | $5.18K | 0.00% | −18−9.5% | Reduced |
| Quent Capital, LLC | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 82 | $3.87K | 0.00% | +60+272.7% | Added |
| High Note Wealth, LLC | 78 | $3.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 77 | $3.63K | 0.00% | +53+220.8% | Added |
| Rossby Financial, LCC | 74 | $3.52K | 0.00% | +52+236.4% | Added |
| TD Private Client Wealth LLC | 65 | $3.06K | 0.00% | +36+124.1% | Added |
| Bare Financial Services, Inc | 62 | $2.92K | 0.00% | +20+47.6% | Added |
| Caitong International Asset Management Co., Ltd | 52 | $2.45K | 0.00% | +41+372.7% | Added |
| Kilter Group LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 38 | $1.79K | 0.00% | +38 | New |
| Keating Financial Advisory Services, Inc. | 32 | $1.51K | 0.00% | −18−36.0% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $1.42K | 0.00% | +15+100.0% | Added |