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 1 sale; 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, Q2 2026
Institutional positions in American Healthcare REIT, Inc. as of Jun 30, 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
- 573
- +57 vs. Q1 2026
- Shares held
- 224.7M
- +36.3M (+19.3%) vs. Q1 2026
- Total value
- $11.7B
- +$2.81B (+31.6%) vs. Q1 2026
- New holders
- 98
- 238 more added
- Sold out
- 41
- 166 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding American Healthcare REIT, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 0 | $3 | 0.00% | 0 | New |
| Truvestments Capital LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $52 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $52 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $313 | 0.00% | +6 | New |
| Planning Strategies Inc. | 8 | $417 | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $418 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $429 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $469 | 0.00% | −68−88.3% | Reduced |
| Armstrong Advisory Group, Inc | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $629 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $730 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $782 | 0.00% | +5+50.0% | Added |
| Rialto Wealth Management, LLC | 17 | $887 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 18 | $939 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $1.03K | 0.00% | −3−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $1.04K | 0.00% | −10−33.3% | Reduced |
| JPL Wealth Management, LLC | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29 | $1.51K | 0.00% | −36−55.4% | Reduced |
| Clearstead Advisors, LLC | 31 | $1.62K | 0.00% | +6+24.0% | Added |
| Rossby Financial, LCC | 34 | $1.77K | 0.00% | −40−54.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 36 | $1.88K | 0.00% | +4+12.5% | Added |
| Marquette Asset Management, LLC | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $2.14K | 0.00% | −1−2.4% | Reduced |
| Fulcrum Asset Management LLP | 52 | $2.70K | 0.00% | +52 | New |
| Silver Grove Financial Group, Inc. | 55 | $2.87K | 0.00% | +55 | New |
| Continuum Advisory, LLC | 59 | $3.08K | 0.00% | +59 | New |
| Parallel Advisors, LLC | 62 | $3.23K | 0.00% | −429−87.4% | Reduced |
| High Note Wealth, LLC | 78 | $4.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 79 | $4.12K | 0.00% | +79 | New |
| Quent Capital, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 116 | $6.05K | 0.00% | +54+87.1% | Added |
| Zions Bancorporation, National Association | 132 | $6.88K | 0.00% | −18−12.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 126 | $6.92K | 0.00% | +126 | New |
| Capital Analysts, LLC | 128 | $7.00K | 0.00% | −70−35.4% | Reduced |
| LGT Financial Advisors LLC | 135 | $7.04K | 0.04% | +135 | New |
| Massmutual Trust Co FSB | 139 | $7.25K | 0.00% | −25−15.2% | Reduced |
| Farmers & Merchants Investments Inc | 145 | $7.56K | 0.00% | +10+7.4% | Added |
| Ameriflex Group, Inc. | 146 | $7.61K | 0.00% | 00.0% | Unchanged |
| Capital Advisor Network LLC | 153 | $7.98K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 153 | $7.98K | 0.00% | +153 | New |
| Vanguard National Trust Co | 163 | $8.50K | 0.00% | +163 | New |
| Covestor Ltd | 181 | $9.00K | 0.01% | +1+0.6% | Added |
| Rothschild Investment LLC | 192 | $10.0K | 0.00% | −70−26.7% | Reduced |
| Whittier Trust Co | 206 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 258 | $13.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 310 | $16.2K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 321 | $16.8K | 0.00% | +71+28.4% | Added |
| Caitong International Asset Management Co., Ltd | 343 | $17.9K | 0.00% | +291+559.6% | Added |
| Parkside Financial Bank & Trust | 376 | $19.6K | 0.00% | +15+4.2% | Added |
| Ronald Blue Trust, Inc. | 384 | $20.0K | 0.00% | −22−5.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 392 | $20.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 397 | $20.7K | 0.00% | +397 | New |
| Center for Financial Planning, Inc. | 432 | $22.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 448 | $23.4K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 463 | $24.1K | 0.01% | +463 | New |
| Financial Gravity Companies, Inc. | 481 | $25.1K | 0.00% | +481 | New |
| Outlook Capital Management, LLC | 487 | $25.4K | 0.01% | +487 | New |
| Peregrine Capital Management LLC | 500 | $26.1K | 0.00% | +500 | New |
| NBC Securities, Inc. | 509 | $26.5K | 0.00% | +469+1,172.5% | Added |
| Silicon Valley Capital Partners | 518 | $27.0K | 0.00% | +3+0.6% | Added |
| Simplex Trading, LLC | 521 | $27.2K | 0.00% | −1,107−68.0% | Reduced |
| Manning & Napier Advisors LLC | 545 | $28.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 563 | $29.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 573 | $30.0K | 0.00% | +378+193.8% | Added |
| Aew Capital Management L P | 600 | $31.3K | 0.00% | +100+20.0% | Added |
| Larson Financial Group LLC | 614 | $32.0K | 0.00% | −1−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 658 | $34.5K | 0.01% | −1,850−73.8% | Reduced |
| Persistent Asset Partners Ltd | 686 | $35.8K | 0.01% | +686 | New |
| EverSource Wealth Advisors, LLC | 722 | $37.7K | 0.00% | −310−30.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 790 | $41.2K | 0.00% | −2,863−78.4% | Reduced |
| IMA Wealth, Inc. | 826 | $43.1K | 0.00% | +826 | New |
| Wolff Wiese Magana LLC | 832 | $43.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 903 | $47.1K | 0.00% | −18−2.0% | Reduced |
| North Star Investment Management Corp. | 916 | $47.8K | 0.00% | −9−1.0% | Reduced |
| New England Capital Financial Advisors LLC | 924 | $48.2K | 0.01% | +5+0.5% | Added |
| UMA Financial Services, Inc. | 939 | $49.0K | 0.01% | +17+1.8% | Added |
| Umb Bank N A | 952 | $49.6K | 0.00% | +20+2.1% | Added |
| Avalon Trust Co | 989 | $51.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,049 | $54.7K | 0.01% | −907−46.4% | Reduced |
| Prosperity Bancshares Inc | 1,054 | $55.0K | 0.04% | −86−7.5% | Reduced |
| TD Capital Management LLC | 1,247 | $65.0K | 0.01% | +6+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 1,295 | $67.5K | 0.00% | −352−21.4% | Reduced |
| Decker Retirement Planning Inc. | 1,409 | $73.5K | 0.03% | +121+9.4% | Added |
| Nisa Investment Advisors, LLC | 1,408 | $73.8K | 0.00% | −10,167−87.8% | Reduced |
| WPG Advisers, LLC | 1,467 | $76.5K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,494 | $77.9K | 0.00% | −258−14.7% | Reduced |
| FIL Ltd | 1,560 | $81.4K | 0.00% | +21+1.4% | Added |
| Independence Bank of Kentucky | 1,583 | $82.6K | 0.01% | +1,583 | New |
| Huntington National Bank | 1,704 | $88.9K | 0.00% | −520−23.4% | Reduced |
| Buck Wealth Strategies, LLC | 1,750 | $91.3K | 0.01% | +1,750 | New |
| Indiana Trust & Investment Management CO | 1,762 | $91.9K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,371 | $123.6K | 0.00% | +23+1.0% | Added |
| Markowski Investments | 2,430 | $126.7K | 0.03% | +2,430 | New |
| Hantz Financial Services, Inc. | 2,462 | $128.0K | 0.00% | −326−11.7% | Reduced |