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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 658 | $34.5K | 0.01% | −1,850−73.8% | Reduced |
| Larson Financial Group LLC | 614 | $32.0K | 0.00% | −1−0.2% | Reduced |
| Aew Capital Management L P | 600 | $31.3K | 0.00% | +100+20.0% | Added |
| Bessemer Group Inc | 573 | $30.0K | 0.00% | +378+193.8% | Added |
| Tradewinds Capital Management, LLC | 563 | $29.4K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 545 | $28.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 521 | $27.2K | 0.00% | −1,107−68.0% | Reduced |
| Silicon Valley Capital Partners | 518 | $27.0K | 0.00% | +3+0.6% | Added |
| NBC Securities, Inc. | 509 | $26.5K | 0.00% | +469+1,172.5% | Added |
| Peregrine Capital Management LLC | 500 | $26.1K | 0.00% | +500 | New |
| Outlook Capital Management, LLC | 487 | $25.4K | 0.01% | +487 | New |
| Financial Gravity Companies, Inc. | 481 | $25.1K | 0.00% | +481 | New |
| McDonald Partners LLC | 463 | $24.1K | 0.01% | +463 | New |
| Harbor Investment Advisory, LLC | 448 | $23.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 432 | $22.5K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 397 | $20.7K | 0.00% | +397 | New |
| Measured Wealth Private Client Group, LLC | 392 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 384 | $20.0K | 0.00% | −22−5.4% | Reduced |
| Parkside Financial Bank & Trust | 376 | $19.6K | 0.00% | +15+4.2% | Added |
| Caitong International Asset Management Co., Ltd | 343 | $17.9K | 0.00% | +291+559.6% | Added |
| Acumen Wealth Advisors, LLC | 321 | $16.8K | 0.00% | +71+28.4% | Added |
| Archer Investment Corp | 310 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 258 | $13.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 206 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 192 | $10.0K | 0.00% | −70−26.7% | Reduced |
| Covestor Ltd | 181 | $9.00K | 0.01% | +1+0.6% | Added |
| Vanguard National Trust Co | 163 | $8.50K | 0.00% | +163 | New |
| Capital Advisor Network LLC | 153 | $7.98K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 153 | $7.98K | 0.00% | +153 | New |
| Ameriflex Group, Inc. | 146 | $7.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $7.56K | 0.00% | +10+7.4% | Added |
| Massmutual Trust Co FSB | 139 | $7.25K | 0.00% | −25−15.2% | Reduced |
| LGT Financial Advisors LLC | 135 | $7.04K | 0.04% | +135 | New |
| Capital Analysts, LLC | 128 | $7.00K | 0.00% | −70−35.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 126 | $6.92K | 0.00% | +126 | New |
| Zions Bancorporation, National Association | 132 | $6.88K | 0.00% | −18−12.0% | Reduced |
| Bare Financial Services, Inc | 116 | $6.05K | 0.00% | +54+87.1% | Added |
| Quent Capital, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 79 | $4.12K | 0.00% | +79 | New |
| High Note Wealth, LLC | 78 | $4.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 62 | $3.23K | 0.00% | −429−87.4% | Reduced |
| Continuum Advisory, LLC | 59 | $3.08K | 0.00% | +59 | New |
| Silver Grove Financial Group, Inc. | 55 | $2.87K | 0.00% | +55 | New |
| Fulcrum Asset Management LLP | 52 | $2.70K | 0.00% | +52 | New |
| Kilter Group LLC | 41 | $2.14K | 0.00% | −1−2.4% | Reduced |
| Marquette Asset Management, LLC | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 36 | $1.88K | 0.00% | +4+12.5% | Added |
| Rossby Financial, LCC | 34 | $1.77K | 0.00% | −40−54.1% | Reduced |
| Clearstead Advisors, LLC | 31 | $1.62K | 0.00% | +6+24.0% | Added |
| TD Private Client Wealth LLC | 29 | $1.51K | 0.00% | −36−55.4% | Reduced |
| Financial Consulate, Inc | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.04K | 0.00% | −10−33.3% | Reduced |
| Cornerstone Planning Group LLC | 18 | $1.03K | 0.00% | −3−14.3% | Reduced |
| Stone House Investment Management, LLC | 18 | $939 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $887 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $782 | 0.00% | +5+50.0% | Added |
| Private Trust Co NA | 14 | $730 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $629 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $574 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $469 | 0.00% | −68−88.3% | Reduced |
| Dunhill Financial, LLC | 8 | $429 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $418 | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $417 | 0.00% | +8 | New |
| SHP Wealth Management | 6 | $313 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $52 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $52 | 0.00% | +1 | New |
| Truvestments Capital LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 0 | $3 | 0.00% | 0 | New |
| Algert Global LLC | 0 | $0 | 0.00% | −614,651−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −348,100−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −204,159−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −92,803−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −83,871−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −64,920−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −44,736−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −22,502−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −12,118−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −10,675−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −9,239−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −8,803−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −5,193−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −5,058−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |