American Healthcare REITAHR

13F holders, Q2 2024 (June 30)
130holders +26
60new positions
37sold out
3famous investors
$14.63avg. 13F price*

At the end of Q2 2024, 130 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 26 from Q1 2024. 60 opened new positions and 37 sold out. The largest holders were Wellington Management Group LLP ($156.3M), Principal Financial Group Inc. ($90.0M) and BlackRock Inc. ($75.3M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
American Healthcare REIT Inc.
CUSIP
398182303
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 104Q1 2024Q2 2024: 130Q2 2024Q3 2024: 369Q3 2024Q4 2024: 390Q4 2024Q1 2025: 397Q1 2025Q2 2025: 416Q2 2025Q3 2025: 450Q3 2025Q4 2025: 534Q4 2025Q1 2026: 521Q1 2026Q2 2026: 573Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions60$88.1M
Exits37$133.9M

All 13F filers, Q1 2024 → Q2 2024: 20,201,892 shares bought and 14,985,385 shares sold, net +5,216,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Wellington Management Group LLP 0.03% Add +10.5% 10,697,792 $156.3M
Principal Financial Group Inc. 0.05% Add +2.6% 6,158,036 $90.0M
BlackRock Inc. 0.00% Add +80.3% 5,153,438 $75.3M
Centersquare Investment Management LLC 0.72% Reduce -0.5% 4,584,409 $67.0M
Deutsche Bank AG 0.02% Reduce -0.5% 3,688,138 $53.9M
Vanguard Group Inc. 0.00% Add +222.6% 3,543,871 $51.8M
Prudential Financial Inc. 0.07% Add +2.0% 3,087,072 $45.1M
Alyeska Investment Group, L.P. 0.24% Add +0.9% 2,821,686 $41.2M
Millennium Management 0.03% Reduce -21.4% 2,157,865 $31.5M
Land & Buildings Investment Management, LLC 6.18% Add +19.3% 1,797,400 $26.3M
Nuveen Asset Management, LLC 0.01% Add +182.9% 1,732,032 $25.5M
Geode Capital Management, LLC 0.00% Add +157.2% 1,432,827 $20.9M
Macquarie Group Ltd. 0.02% Add +7.0% 1,392,792 $20.3M
Lasalle Investment Management Securities LLC 0.86% Add +90.7% 1,376,021 $20.1M
Russell Investments Group, Ltd. 0.03% Reduce -2.5% 1,346,756 $19.7M
Goldentree Asset Management LP 1.67% Reduce -13.3% 1,300,000 $19.0M
State Street Corp. 0.00% Add +481.2% 1,145,514 $16.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +116.7% 1,130,266 $16.5M
Hazelview Securities Inc. 3.02% New 1,051,387 $16.0M
Alliancebernstein L.P. 0.01% New 1,069,410 $15.6M
Neuberger Berman Group LLC 0.01% Reduce -33.8% 971,146 $14.2M
Hudson Bay Capital Management LP 0.12% Add +1724.2% 912,093 $13.3M
Morgan Stanley 0.00% Add +224.5% 905,508 $13.2M
Charles Schwab Investment Management Inc. 0.00% Add +171.3% 873,621 $12.8M
Adelante Capital Management LLC 0.96% Add +6.6% 835,832 $12.2M
Aberdeen Group plc 0.02% No change 817,996 $12.0M
JPMorgan Chase & Co. 0.00% Add +20238.8% 791,995 $11.6M
Norges Bank 0.00% Reduce -47.6% 750,242 $11.0M
STRS Ohio 0.04% New 635,900 $9.3M
Chilton Capital Management LLC 0.35% Add +0.7% 519,321 $7.7M
Peregrine Capital Management LLC 0.22% Reduce -0.3% 524,474 $7.7M
Greenland Capital Management LP 1.25% Add +141.3% 398,100 $5.8M
Monashee Investment Management LLC 0.73% Reduce -42.5% 385,000 $5.6M
BNP Paribas Financial Markets 0.01% New 372,273 $5.4M
Walleye Capital LLC 0.06% Add +6.0% 370,930 $5.4M
Mutual of America Capital Management LLC 0.06% New 352,422 $5.1M
Marshall Wace, LLP 0.01% Reduce -42.9% 310,677 $4.5M
Ghisallo Capital Management LLC 0.38% No change 300,000 $4.4M
Daiwa Securities Group Inc. 0.02% Add +12.9% 272,513 $4.0M
Renaissance Technologies 0.01% New 261,500 $3.8M
Bank of New York Mellon Corp 0.00% New 230,427 $3.4M
Manning & Napier Advisors LLC 0.04% — 227,031 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -1.9% 225,505 $3.3M
Citigroup Inc. 0.00% Reduce -34.6% 214,734 $3.1M
Sei Investments Co. 0.00% Add +0.1% 201,443 $2.9M
Northern Trust Corp. 0.00% Add +80.7% 194,006 $2.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% No change 189,509 $2.8M
AXA S.A. 0.01% No change 171,191 $2.5M
Susquehanna Fundamental Investments, LLC 0.05% New 153,757 $2.2M
Verition Fund Management LLC 0.02% Reduce -80.3% 151,684 $2.2M
Goldman Sachs Group Inc. 0.00% New 147,081 $2.1M
Franklin Resources Inc. 0.00% Add +20.0% 147,011 $2.1M
Two Sigma Investments, LP 0.00% Reduce -49.0% 135,527 $2.0M
Prelude Capital Management, LLC 0.16% Add +1118.0% 131,696 $1.9M
Swiss National Bank 0.00% New 128,600 $1.9M
Royal Bank of Canada 0.00% Add +3.0% 113,024 $1.7M
Rhumbline Advisers 0.00% New 102,891 $1.5M
Asset Management One Co., Ltd. 0.01% New 95,379 $1.4M
Quantbot Technologies LP 0.07% New 95,064 $1.4M
UBS Group AG 0.00% Add +20405.0% 94,323 $1.4M
Nicola Wealth Management LTD. 0.12% Reduce -12.9% 65,300 $1.3M
Wells Fargo & Company 0.00% Add +39.4% 86,032 $1.3M
State of New Jersey Common Pension Fund D 0.01% New 84,000 $1.2M
Thrivent Financial for Lutherans 0.00% New 82,242 $1.2M
Nomura Asset Management Co. Ltd. 0.00% New 80,200 $1.2M
Barclays PLC 0.00% New 75,728 $1.1M
Ameriprise Financial Inc. 0.00% New 74,300 $1.1M
Boothbay Fund Management, LLC 0.04% Add +207.4% 72,025 $1.1M
Legal & General Group Plc 0.00% Reduce -63.2% 71,085 $1.0M
Bank of America Corp. 0.00% Add +23.1% 70,343 $1.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 70,205 $1.0M
Seven Grand Managers, LLC 0.46% No change 70,000 $1.0M
Alpine Global Management, LLC 0.18% New 63,798 $932K
California State Teachers Retirement System 0.00% New 63,717 $931K
Shay Capital LLC 0.24% No change 60,000 $877K
Citadel Advisors 0.00% Reduce -97.5% 57,729 $843K
Vestcor Inc 0.03% New 54,400 $795K
Janus Henderson Group PLC 0.00% New 52,357 $765K
LPL Financial LLC 0.00% Add +12.5% 47,134 $689K
Nebula Research & Development LLC 0.11% Add +15.1% 45,147 $660K
State of Wisconsin Investment Board 0.00% New 45,016 $658K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 42,617 $623K
Invesco Ltd. 0.00% New 40,153 $587K
Diversify Wealth Management, LLC 0.07% — 33,702 $528K
Corebridge Financial, Inc. 0.00% — 34,982 $511K
American Century Companies Inc. 0.00% Add +1.2% 32,430 $474K
Penserra Capital Management LLC 0.01% New 31,724 $463K
State of Alaska, Department of Revenue 0.01% New 31,199 $455K
Peak Financial Advisors LLC 0.26% Add +10.4% 31,126 $455K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 26,548 $387K
Cibc World Market Inc. 0.00% New 26,411 $386K
Resona Asset Management Co.,Ltd. 0.00% New 26,630 $386K
New York State Common Retirement Fund 0.00% New 26,300 $384K
Quadrature Capital Ltd 0.01% Reduce -59.7% 24,978 $365K
Manufacturers Life Insurance Company, The 0.00% New 24,127 $352K
Commonwealth Equity Services, LLC 0.00% Add +11.8% 23,015 $336K
Raymond James & Associates 0.00% New 21,918 $320K
Nisa Investment Advisors, LLC 0.00% Reduce -47.9% 21,100 $318K
Voya Investment Management LLC 0.00% New 21,727 $317K
Silver Oak Securities, Incorporated 0.05% New 20,580 $301K

"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.

Show all 130 holders