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, 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 |
|---|---|---|---|---|---|
| Miramontes Capital, LLC | 14,116 | $736.2K | 0.23% | −2,671−15.9% | Reduced |
| Schnieders Capital Management, LLC. | 14,006 | $730.4K | 0.10% | 00.0% | Unchanged |
| COFG Advisors, LLC | 13,938 | $726.9K | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,654 | $712.1K | 0.00% | −433−3.1% | Reduced |
| Militia Capital Management LLC | 13,600 | $709.2K | 0.13% | +13,600 | New |
| Ensign Peak Advisors, Inc | 13,300 | $693.6K | 0.00% | −92,707−87.5% | Reduced |
| Baird Financial Group, Inc. | 13,245 | $690.7K | 0.00% | −2,087−13.6% | Reduced |
| Vontobel Holding Ltd. | 12,736 | $664.2K | 0.00% | +25+0.2% | Added |
| Gallacher Capital Management LLC | 12,735 | $664.1K | 0.37% | +12,735 | New |
| Cresset Asset Management, LLC | 12,672 | $664.0K | 0.00% | +12,672 | New |
| Swiss Life Asset Management Ltd | 12,628 | $658.5K | 0.00% | −3,246−20.4% | Reduced |
| Peak Financial Advisors LLC | 12,459 | $649.8K | 0.27% | +60+0.5% | Added |
| Sigma Planning Corp | 12,354 | $644.2K | 0.02% | −2,837−18.7% | Reduced |
| Sanctuary Advisors, LLC | 12,174 | $634.9K | 0.00% | +4,690+62.7% | Added |
| Diametric Capital, LP | 12,138 | $633.0K | 0.07% | +12,138 | New |
| Cambridge Financial Group, LLC | 11,993 | $625.4K | 0.20% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11,993 | $625.4K | 0.04% | +6,852+133.3% | Added |
| HMS Capital Management, LLC | 11,805 | $615.6K | 0.23% | −115−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,701 | $610.2K | 0.00% | −290−2.4% | Reduced |
| JustInvest LLC | 11,611 | $605.5K | 0.00% | −2,314−16.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 11,439 | $596.5K | 0.01% | +151+1.3% | Added |
| Gotham Asset Management, LLC | 11,161 | $582.0K | 0.00% | −516−4.4% | Reduced |
| Everest Financial Group LLC | 11,006 | $574.0K | 0.08% | −224−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 10,941 | $570.6K | 0.04% | −3,487−24.2% | Reduced |
| Quantbot Technologies LP | 10,932 | $570.1K | 0.02% | −48,653−81.7% | Reduced |
| Beacon Capital Management, LLC | 10,645 | $555.2K | 0.08% | +21+0.2% | Added |
| Simplicity Wealth,LLC | 10,641 | $554.9K | 0.02% | +10,641 | New |
| Proactive Wealth Strategies LLC | 10,570 | $551.2K | 0.09% | −650−5.8% | Reduced |
| Ballentine Partners, LLC | 10,543 | $549.8K | 0.01% | +144+1.4% | Added |
| Accurate Wealth Management, LLC | 10,051 | $538.4K | 0.05% | −285−2.8% | Reduced |
| Pure Financial Advisors, Inc. | 10,289 | $536.6K | 0.01% | −71−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,167 | $530.2K | 0.01% | −172−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 9,976 | $520.3K | 0.01% | +2,363+31.0% | Added |
| Utah Retirement Systems | 9,958 | $519.3K | 0.00% | +9,958 | New |
| Maryland State Retirement & Pension System | 9,938 | $518.3K | 0.01% | +9,938 | New |
| US Bancorp | 9,928 | $517.7K | 0.00% | +648+7.0% | Added |
| Fulcrum Equity Management | 9,909 | $516.8K | 0.42% | +40.0% | Added |
| VVR Holdings LLC | 9,706 | $506.2K | 0.22% | −786−7.5% | Reduced |
| Jefferies Financial Group Inc. | 9,633 | $502.4K | 0.00% | +9,633 | New |
| Lifestyle Asset Management, Inc. | 9,482 | $494.5K | 0.13% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,464 | $493.6K | 0.01% | −4,084−30.1% | Reduced |
| IFP Advisors, Inc | 9,185 | $479.0K | 0.01% | +2,443+36.2% | Added |
| Golden State Wealth Management, LLC | 9,159 | $477.7K | 0.04% | +14+0.2% | Added |
| CWM Advisors, LLC | 9,137 | $476.5K | 0.02% | +9,137 | New |
| Benjamin Edwards Inc | 9,104 | $474.7K | 0.00% | +1,189+15.0% | Added |
| CI Private Wealth, LLC | 9,065 | $472.8K | 0.00% | +1,191+15.1% | Added |
| Apollon Wealth Management, LLC | 8,789 | $458.3K | 0.01% | −332−3.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,715 | $454.5K | 0.00% | +1,455+20.0% | Added |
| Foundations Investment Advisors, LLC | 8,705 | $454.0K | 0.00% | +69+0.8% | Added |
| Sheets Smith Wealth Management | 8,496 | $443.1K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,487 | $442.6K | 0.00% | +1,046+14.1% | Added |
| Integrated Wealth Concepts LLC | 8,481 | $442.3K | 0.00% | +3,720+78.1% | Added |
| Castleview Partners, LLC | 8,476 | $442.0K | 0.19% | −201−2.3% | Reduced |
| West Wealth Group, LLC | 8,414 | $438.8K | 0.07% | +40+0.5% | Added |
| S. R. Schill & Associates | 8,339 | $434.9K | 0.26% | 00.0% | Unchanged |
| DnB Asset Management AS | 8,338 | $434.8K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,333 | $434.6K | 0.00% | +474+6.0% | Added |
| Beacon Financial Advisory LLC | 8,281 | $431.9K | 0.09% | +5+0.1% | Added |
| Brevan Howard Capital Management LP | 8,155 | $425.3K | 0.01% | +595+7.9% | Added |
| Investmark Advisory Group LLC | 8,028 | $418.7K | 0.16% | +8+0.1% | Added |
| Inscription Capital, LLC | 8,003 | $417.4K | 0.04% | −979−10.9% | Reduced |
| Addison Capital Co | 7,877 | $410.8K | 0.07% | −2,307−22.7% | Reduced |
| Brookstone Capital Management | 7,840 | $408.9K | 0.00% | +871+12.5% | Added |
| Ninety One UK Ltd | 7,769 | $405.2K | 0.00% | +748+10.7% | Added |
| Mutual Advisors, LLC | 7,702 | $401.7K | 0.01% | +631+8.9% | Added |
| Csenge Advisory Group | 7,687 | $400.9K | 0.02% | +253+3.4% | Added |
| The PNC Financial Services Group, Inc. | 7,682 | $400.6K | 0.00% | +2,170+39.4% | Added |
| Brookfield Asset Management Inc. | 7,654 | $399.2K | 0.00% | −219,229−96.6% | Reduced |
| ProShare Advisors LLC | 7,602 | $396.4K | 0.00% | −25,434−77.0% | Reduced |
| HRC Wealth Management, LLC | 7,549 | $393.7K | 0.16% | −507−6.3% | Reduced |
| Abel Hall, LLC | 7,510 | $391.6K | 0.07% | −1,031−12.1% | Reduced |
| Graham Capital Management, L.P. | 7,462 | $389.1K | 0.01% | +7,462 | New |
| A&I Financial Services, LLC | 7,422 | $387.1K | 0.17% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 7,350 | $383.3K | 0.04% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 7,297 | $380.5K | 0.02% | +7,297 | New |
| Liberty Wealth Management LLC | 7,321 | $368.4K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 7,037 | $367.0K | 0.01% | −475−6.3% | Reduced |
| Gross & Hartman Investments LLC | 7,020 | $366.1K | 0.16% | 00.0% | Unchanged |
| Safe Harbor Family Capital, LLC | 7,020 | $366.1K | 0.24% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 7,009 | $365.6K | 0.00% | −203−2.8% | Reduced |
| Atria Investments LLC | 6,971 | $363.6K | 0.00% | +6,971 | New |
| Assetmark, Inc | 6,928 | $361.3K | 0.00% | +1,725+33.2% | Added |
| Ethic Inc. | 6,924 | $361.1K | 0.00% | −3,255−32.0% | Reduced |
| Park Avenue Securities LLC | 6,923 | $361.0K | 0.00% | −7−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 6,822 | $355.8K | 0.00% | +6,822 | New |
| Soltis Investment Advisors LLC | 6,813 | $355.3K | 0.02% | −6−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 6,671 | $347.9K | 0.00% | +6,256+1,507.5% | Added |
| Centaurus Financial, Inc. | 6,661 | $347.0K | 0.01% | +748+12.7% | Added |
| ProVise Management Group, LLC | 6,642 | $346.4K | 0.02% | −50−0.7% | Reduced |
| Everence Capital Management Inc | 6,644 | $346.0K | 0.02% | +952+16.7% | Added |
| International Assets Investment Management, LLC | 6,445 | $345.8K | 0.02% | +53+0.8% | Added |
| Medallion Wealth Advisors, LLC | 6,629 | $345.7K | 0.11% | −1,737−20.8% | Reduced |
| Smith, Moore & Co. | 6,542 | $341.2K | 0.02% | −177−2.6% | Reduced |
| Mindset Wealth Management, LLC | 6,514 | $339.7K | 0.07% | +6,514 | New |
| Cornerstone Wealth Management, LLC | 6,493 | $338.6K | 0.01% | −2,400−27.0% | Reduced |
| PFG Investments, LLC | 6,425 | $335.1K | 0.01% | +682+11.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,294 | $328.2K | 0.00% | +1,065+20.4% | Added |
| Harvest Investment Services, LLC | 6,242 | $325.5K | 0.05% | +6,242 | New |
| Equitable Holdings, Inc. | 6,238 | $325.3K | 0.00% | −1,005−13.9% | Reduced |
| Heritage Family Offices, LLP | 6,238 | $325.3K | 0.13% | −360−5.5% | Reduced |