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 |
|---|---|---|---|---|---|
| Pacific Excel Wealth Advisors, Inc. | 6,238 | $325.3K | 0.13% | +6,238 | New |
| Level Four Advisory Services, LLC | 6,152 | $320.8K | 0.01% | +919+17.6% | Added |
| Western Wealth Management, LLC | 6,108 | $318.6K | 0.01% | −5,732−48.4% | Reduced |
| First Heartland Consultants, Inc. | 5,955 | $310.6K | 0.02% | +638+12.0% | Added |
| Shelton Capital Management | 5,885 | $306.9K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,882 | $306.7K | 0.01% | +5,882 | New |
| We Are One Seven, LLC | 5,842 | $304.7K | 0.01% | +363+6.6% | Added |
| CIBC Asset Management Inc | 5,815 | $303.3K | 0.00% | +5,815 | New |
| SummitTX Capital, L.P. | 5,729 | $298.8K | 0.01% | +5,729 | New |
| Saxony Capital Management, LLC | 5,725 | $298.6K | 0.14% | +601+11.7% | Added |
| AdvisorNet Financial, Inc | 5,654 | $294.9K | 0.01% | +10.0% | Added |
| Anson Capital, Inc. | 5,645 | $294.4K | 0.19% | −1,623−22.3% | Reduced |
| North Dakota State Investment Board | 5,625 | $293.3K | 0.01% | +5,625 | New |
| A4 Wealth Advisors LLC | 5,611 | $292.6K | 0.20% | −10,000−64.1% | Reduced |
| PFG Advisors | 5,592 | $291.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 5,587 | $291.0K | 0.00% | −12,035−68.3% | Reduced |
| Fiduciary Alliance LLC | 5,557 | $289.8K | 0.02% | −200−3.5% | Reduced |
| Creative Financial Designs Inc | 5,540 | $288.9K | 0.01% | +2,208+66.3% | Added |
| AlphaGrep UK Ltd | 5,497 | $286.7K | 0.09% | +5,497 | New |
| Anb Bank | 5,483 | $285.9K | 0.11% | +55+1.0% | Added |
| Kovack Advisors, Inc. | 5,306 | $284.7K | 0.01% | −1,741−24.7% | Reduced |
| Norden Group LLC | 5,398 | $281.5K | 0.02% | +121+2.3% | Added |
| Nicolet Bankshares Inc | 5,221 | $281.0K | 0.01% | +635+13.8% | Added |
| Virtue Capital Management, LLC | 5,334 | $278.2K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5,260 | $274.3K | 0.01% | −1,830−25.8% | Reduced |
| OneAscent Financial Services LLC | 5,212 | $271.8K | 0.01% | +5,212 | New |
| Fifth Third Wealth Advisors LLC | 5,191 | $270.7K | 0.01% | −1,404−21.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,181 | $270.2K | 0.01% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 5,129 | $268.8K | 0.05% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 5,153 | $268.8K | 0.08% | −71−1.4% | Reduced |
| Aquire Wealth Advisors, LLC | 5,147 | $268.4K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,068 | $264.3K | 0.00% | +54+1.1% | Added |
| Caliber Wealth Management, LLC | 5,056 | $263.7K | 0.03% | −42−0.8% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 5,045 | $263.1K | 0.16% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,028 | $262.2K | 0.04% | −10,943−68.5% | Reduced |
| Franchise GP Ltd | 4,838 | $252.3K | 0.12% | +3,263+207.2% | Added |
| BDFS Capital LLC | 4,827 | $251.7K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,720 | $246.1K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,650 | $242.5K | 0.01% | +4,650 | New |
| Apriem Advisors | 4,613 | $240.6K | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,584 | $239.1K | 0.01% | −92−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 5,004 | $236.4K | 0.00% | −2,819−36.0% | Reduced |
| Smith, Salley & Associates | 4,530 | $236.2K | 0.01% | −704−13.5% | Reduced |
| Laurion Capital Management LP | 4,514 | $235.4K | 0.02% | +4,514 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,461 | $232.6K | 0.01% | +4,461 | New |
| Leelyn Smith, LLC | 4,450 | $232.1K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,438 | $231.4K | 0.00% | −24−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 4,428 | $230.9K | 0.09% | 00.0% | Unchanged |
| Armistice Capital, LLC | 4,424 | $230.7K | 0.01% | +4,424 | New |
| Amicus Financial Advisors, LLC | 4,375 | $228.2K | 0.06% | 00.0% | Unchanged |
| Marex Group plc | 4,189 | $218.5K | 0.00% | +4,189 | New |
| Profund Advisors LLC | 4,069 | $212.2K | 0.01% | −3,093−43.2% | Reduced |
| Purkiss Capital Advisors LLC | 3,988 | $208.0K | 0.08% | +3,988 | New |
| FLC Capital Advisors | 3,897 | $203.2K | 0.03% | +3,897 | New |
| Plan Group Financial, LLC | 3,858 | $201.2K | 0.04% | +3,858 | New |
| Kestra Investment Management, LLC | 3,826 | $200.5K | 0.00% | +3,826 | New |
| CX Institutional | 3,556 | $185.0K | 0.01% | −449−11.2% | Reduced |
| Spirit of America Management Corp | 3,500 | $182.5K | 0.03% | +2,000+133.3% | Added |
| IFG Advisory, LLC | 3,301 | $172.1K | 0.01% | +3,301 | New |
| Horizon Investments, LLC | 3,272 | $170.6K | 0.00% | +513+18.6% | Added |
| GAMMA Investing LLC | 3,264 | $170.2K | 0.01% | +222+7.3% | Added |
| Smartleaf Asset Management LLC | 3,233 | $168.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 3,206 | $167.2K | 0.04% | +4+0.1% | Added |
| POM Investment Strategies, LLC | 3,084 | $160.8K | 0.18% | 00.0% | Unchanged |
| TSFG, LLC | 3,001 | $157.0K | 0.02% | +3,001 | New |
| Newbridge Financial Services Group, Inc. | 2,993 | $156.1K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,649 | $138.2K | 0.00% | +407+18.2% | Added |
| Clear Street Markets LLC | 2,605 | $135.9K | 0.03% | +2,567+6,755.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,599 | $135.5K | 0.00% | −9−0.3% | Reduced |
| GF Fund Management Co. Ltd. | 2,597 | $135.4K | 0.00% | +48+1.9% | Added |
| Main Street Group, LTD | 2,568 | $133.9K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,560 | $133.5K | 0.00% | +2,560 | New |
| Fifth Third Bancorp | 2,531 | $132.0K | 0.00% | +5+0.2% | Added |
| Hantz Financial Services, Inc. | 2,462 | $128.0K | 0.00% | −326−11.7% | Reduced |
| Markowski Investments | 2,430 | $126.7K | 0.03% | +2,430 | New |
| Cassaday & Co Wealth Management LLC | 2,371 | $123.6K | 0.00% | +23+1.0% | Added |
| Indiana Trust & Investment Management CO | 1,762 | $91.9K | 0.03% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,750 | $91.3K | 0.01% | +1,750 | New |
| Huntington National Bank | 1,704 | $88.9K | 0.00% | −520−23.4% | Reduced |
| Independence Bank of Kentucky | 1,583 | $82.6K | 0.01% | +1,583 | New |
| FIL Ltd | 1,560 | $81.4K | 0.00% | +21+1.4% | Added |
| Signaturefd, LLC | 1,494 | $77.9K | 0.00% | −258−14.7% | Reduced |
| WPG Advisers, LLC | 1,467 | $76.5K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,408 | $73.8K | 0.00% | −10,167−87.8% | Reduced |
| Decker Retirement Planning Inc. | 1,409 | $73.5K | 0.03% | +121+9.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,295 | $67.5K | 0.00% | −352−21.4% | Reduced |
| TD Capital Management LLC | 1,247 | $65.0K | 0.01% | +6+0.5% | Added |
| Prosperity Bancshares Inc | 1,054 | $55.0K | 0.04% | −86−7.5% | Reduced |
| Triumph Capital Management | 1,049 | $54.7K | 0.01% | −907−46.4% | Reduced |
| Avalon Trust Co | 989 | $51.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 952 | $49.6K | 0.00% | +20+2.1% | Added |
| UMA Financial Services, Inc. | 939 | $49.0K | 0.01% | +17+1.8% | Added |
| New England Capital Financial Advisors LLC | 924 | $48.2K | 0.01% | +5+0.5% | Added |
| North Star Investment Management Corp. | 916 | $47.8K | 0.00% | −9−1.0% | Reduced |
| Versant Capital Management, Inc | 903 | $47.1K | 0.00% | −18−2.0% | Reduced |
| Wolff Wiese Magana LLC | 832 | $43.4K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 826 | $43.1K | 0.00% | +826 | New |
| Mirae Asset Global Investments Co., Ltd. | 790 | $41.2K | 0.00% | −2,863−78.4% | Reduced |
| EverSource Wealth Advisors, LLC | 722 | $37.7K | 0.00% | −310−30.0% | Reduced |
| Persistent Asset Partners Ltd | 686 | $35.8K | 0.01% | +686 | New |