American Healthcare REITAHR

13F holders, Q3 2024 (September 30)
369holders +239
251new positions
12sold out
4famous investors
$26.10avg. 13F price*

At the end of Q3 2024, 369 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 239 from Q2 2024. 251 opened new positions and 12 sold out. The largest holders were Wellington Management Group LLP ($350.9M), Principal Financial Group Inc. ($247.7M) and BlackRock, Inc. ($241.1M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions251$422.0M
Exits12$43.8M

All 13F filers, Q2 2024 → Q3 2024: 49,006,616 shares bought and 7,482,269 shares sold, net +41,524,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 369 holders

Wellington Management Group LLP 0.06% Add +25.7% 13,445,752 $350.9M
Principal Financial Group Inc. 0.14% Add +54.1% 9,488,750 $247.7M
BlackRock, Inc. 0.01% — 9,237,966 $241.1M
Vanguard Group Inc. 0.00% Add +122.4% 7,882,957 $205.7M
Deutsche Bank AG 0.04% Add +14.3% 4,215,863 $110.0M
Centersquare Investment Management LLC 1.00% Reduce -10.6% 4,100,878 $107.0M
State Street Corp. 0.00% Add +221.6% 3,683,691 $96.5M
Alyeska Investment Group, L.P. 0.44% Add +18.3% 3,337,130 $87.1M
Prudential Financial Inc. 0.11% Add +0.4% 3,098,313 $80.9M
Millennium Management 0.06% Add +23.3% 2,659,775 $69.4M
American Century Companies Inc. 0.04% Add +7730.9% 2,539,554 $66.3M
Geode Capital Management, LLC 0.01% Add +76.4% 2,527,123 $66.0M
Hudson Bay Capital Management LP 0.48% Add +150.8% 2,287,598 $59.7M
FMR LLC 0.00% New 2,167,622 $56.6M
Macquarie Group Ltd. 0.06% Add +54.7% 2,154,296 $56.2M
Nuveen Asset Management, LLC 0.02% Add +20.3% 2,083,312 $54.6M
Charles Schwab Investment Management Inc. 0.01% Add +118.4% 1,907,986 $49.8M
GRS Advisors, LLC 4.24% New 1,715,289 $44.8M
Alliancebernstein L.P. 0.01% Add +51.0% 1,614,250 $42.1M
Russell Investments Group, Ltd. 0.06% Add +19.7% 1,611,982 $42.1M
Commonwealth Equity Services, LLC 0.06% Add +6875.6% 1,605,441 $41.9M
Land & Buildings Investment Management, LLC 8.14% Reduce -15.2% 1,525,015 $39.8M
Voloridge Investment Management, LLC 0.14% New 1,432,240 $37.4M
Aberdeen Group plc 0.05% Add +28.6% 1,051,697 $27.4M
Neuberger Berman Group LLC 0.02% Reduce -0.1% 970,574 $25.3M
Goldman Sachs Group Inc. 0.00% Add +556.2% 965,147 $25.2M
Bank of America Corp. 0.00% Add +1271.9% 965,044 $25.2M
LPL Financial LLC 0.01% Add +1934.9% 959,150 $25.0M
JPMorgan Chase & Co. 0.00% Add +15.9% 917,636 $24.0M
Northern Trust Corp. 0.00% Add +349.0% 871,000 $22.7M
Morgan Stanley 0.00% Reduce -11.6% 800,665 $20.9M
Zimmer Partners, LP 0.37% New 760,000 $19.8M
Sei Investments Co. 0.02% Add +261.7% 728,675 $19.0M
Norges Bank 0.00% Reduce -9.3% 680,477 $17.8M
Ghisallo Capital Management LLC 0.74% Add +75.0% 525,000 $13.7M
Chilton Capital Management LLC 0.53% Reduce -7.6% 479,758 $12.6M
Kestra Advisory Services, LLC 0.07% Add +2727.4% 477,125 $12.5M
Ranger Global Real Estate Advisors, LLC 5.14% New 456,887 $11.9M
Brookfield Corp 0.06% New 439,598 $11.5M
Adage Capital Partners Gp, L.L.C. 0.02% New 430,000 $11.2M
Legal & General Group Plc 0.00% Add +498.8% 425,655 $11.1M
Goldentree Asset Management LP 0.91% Reduce -68.4% 411,245 $10.7M
Citadel Advisors 0.01% Add +607.5% 408,433 $10.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -65.1% 394,897 $10.3M
STRS Ohio 0.04% Reduce -38.0% 394,200 $10.3M
Monashee Investment Management LLC 1.08% Reduce -2.6% 375,000 $9.8M
Independent Financial Group, LLC 0.35% New 365,786 $9.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +407.8% 356,497 $9.3M
Tudor Investment Corporation 0.10% New 352,286 $9.2M
Envestnet Asset Management Inc. 0.00% Add +53.8% 346,715 $9.0M
Mutual of America Capital Management LLC 0.09% Reduce -2.8% 342,596 $8.9M
Osaic Holdings, Inc. 0.02% Add +2275.7% 340,173 $8.9M
Federated Hermes, Inc. 0.02% New 334,435 $8.7M
Susquehanna International Group, LLP 0.01% Add +2368.7% 328,651 $8.6M
Bank of New York Mellon Corp 0.00% Add +32.0% 304,080 $7.9M
Quantbot Technologies LP 0.31% Add +212.2% 296,817 $7.7M
Swiss National Bank 0.00% Add +126.6% 291,400 $7.6M
Cambridge Investment Research Advisors, Inc. 0.03% New 290,425 $7.6M
APG Asset Management US Inc. 0.05% New 292,952 $7.4M
Boothbay Fund Management, LLC 0.25% Add +294.4% 284,093 $7.4M
Daiwa Securities Group Inc. 0.03% Add +4.1% 283,763 $7.4M
Easterly Investment Partners LLC 0.53% New 253,000 $6.6M
Heitman Real Estate Securities LLC 0.36% New 250,526 $6.5M
Global IMC LLC 1.31% New 249,053 $6.5M
Verition Fund Management LLC 0.05% Add +56.9% 237,914 $6.2M
Greenland Capital Management LP 1.12% Reduce -40.7% 236,001 $6.2M
Peregrine Capital Management LLC 0.18% Reduce -55.9% 231,407 $6.0M
Royal Bank of Canada 0.00% Add +98.9% 224,766 $5.9M
Jump Financial, LLC 0.12% New 223,193 $5.8M
Asset Management One Co., Ltd. 0.02% Add +123.5% 213,125 $5.6M
Public Employees Retirement System of Ohio 0.02% New 212,718 $5.6M
Gillson Capital LP 0.50% New 208,872 $5.5M
Nomura Asset Management Co. Ltd. 0.02% Add +154.4% 204,000 $5.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Add +7.0% 202,766 $5.3M
Seven Grand Managers, LLC 1.16% Add +185.7% 200,000 $5.2M
Manning & Napier Advisors LLC 0.05% Reduce -15.8% 191,092 $5.0M
Hilton Capital Management, LLC 0.37% New 183,039 $4.8M
Merit Financial Group, LLC 0.11% New 181,237 $4.7M
Barclays PLC 0.00% Add +135.5% 178,316 $4.7M
Cwm, LLC 0.02% Add +4165.0% 170,600 $4.5M
JB Capital LLC 0.26% New 170,144 $4.4M
CANADA LIFE ASSURANCE Co 0.01% New 166,050 $4.3M
Renaissance Technologies 0.01% Reduce -39.3% 158,800 $4.1M
Franklin Resources Inc. 0.00% Add +13.7% 167,185 $4.1M
UBS Group AG 0.00% Add +62.5% 153,303 $4.0M
HighPoint Advisor Group LLC 0.22% New 142,316 $3.7M
California State Teachers Retirement System 0.00% Add +116.4% 137,898 $3.6M
OneDigital Investment Advisors LLC 0.04% New 136,331 $3.6M
EverSource Wealth Advisors, LLC 0.23% New 136,279 $3.6M
State of New Jersey Common Pension Fund D 0.01% Add +57.1% 132,000 $3.4M
Informed Momentum Co LLC 0.48% New 121,990 $3.2M
Wells Fargo & Company 0.00% Add +31.2% 112,869 $2.9M
Rhumbline Advisers 0.00% Add +9.0% 112,174 $2.9M
Glass Jacobson Investment Advisors llc 0.92% New 106,024 $2.8M
Modern Wealth Management, LLC 0.16% New 99,637 $2.6M
Two Sigma Investments, LP 0.01% Reduce -27.2% 98,621 $2.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +125.7% 96,164 $2.5M
First Trust Advisors LP 0.00% New 95,264 $2.5M
Janus Henderson Group PLC 0.00% Add +79.8% 94,112 $2.5M
Nishkama Capital, LLC 0.37% New 91,000 $2.4M
Invesco Ltd. 0.00% Add +108.2% 83,611 $2.2M
Cetera Investment Advisers 0.00% New 79,308 $2.1M
Atom Investors LP 0.21% New 78,187 $2.0M
Ameriprise Financial Inc. 0.00% Add +1.8% 75,608 $2.0M
Cobblestone Asset Management LLC 1.17% New 74,397 $1.9M
Nicola Wealth Management LTD. 0.15% Reduce -15.8% 55,000 $1.9M
Dark Forest Capital Management LP 0.25% New 74,054 $1.9M
Sigma Planning Corp 0.06% New 71,905 $1.9M
State of Wisconsin Investment Board 0.00% Add +53.6% 69,141 $1.8M
Prelude Capital Management, LLC 0.14% Reduce -48.0% 68,434 $1.8M
Citigroup Inc. 0.00% Reduce -69.0% 66,637 $1.7M
Cosner Financial Group, LLC 1.09% New 64,989 $1.7M
Squarepoint Ops LLC 0.01% New 64,307 $1.7M
HSBC Holdings PLC 0.00% New 61,482 $1.6M
Dynamic Advisor Solutions LLC 0.05% New 59,383 $1.5M
Resona Asset Management Co.,Ltd. 0.01% Add +117.5% 57,930 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% New 56,312 $1.5M
GPS Wealth Strategies Group, LLC 0.20% New 56,193 $1.5M
Jane Street Group, LLC 0.00% New 54,484 $1.4M
Mariner, LLC 0.00% New 53,862 $1.4M
HighTower Advisors, LLC 0.00% New 53,600 $1.4M
Schonfeld Strategic Advisors LLC 0.01% New 52,700 $1.4M
MetLife Investment Management, LLC 0.01% Add +181.7% 52,344 $1.4M
Entropy Technologies, LP 0.14% New 52,234 $1.4M
PFG Investments, LLC 0.09% New 52,119 $1.4M
Arete Wealth Advisors, LLC 0.12% New 52,260 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% New 51,561 $1.3M
Raymond James & Associates 0.00% Add +130.9% 50,603 $1.3M
Twinbeech Capital LP 0.02% New 47,526 $1.2M
Inscription Capital, LLC 0.18% New 47,382 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% New 46,923 $1.2M
Trivium Point Advisory, LLC 0.17% New 45,326 $1.2M
Systematic Financial Management LP 0.03% New 46,362 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +122.8% 46,113 $1.2M
N.E.W. Advisory Services LLC 0.12% New 45,720 $1.2M
Private Advisor Group, LLC 0.01% New 45,698 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 44,969 $1.2M
Corebridge Financial, Inc. 0.01% Add +25.8% 44,021 $1.1M
Journey Strategic Wealth LLC 0.04% New 43,843 $1.1M
Zacks Investment Management 0.01% New 43,270 $1.1M
Focus Partners Wealth 0.00% New 43,100 $1.1M
Amundi 0.00% New 44,264 $1.1M
J.W. Cole Advisors, Inc. 0.05% New 41,362 $1.1M
Westpac Banking Corp. 0.07% New 40,650 $1.1M
Creative Planning 0.00% New 40,047 $1.0M
Teacher Retirement System of Texas 0.01% New 39,905 $1.0M
Petra Financial Advisors Inc. 0.67% New 38,684 $1.0M
SG Americas Securities, LLC 0.00% Add +184.0% 36,778 $960K
World Investment Advisors 0.03% New 36,238 $946K
State of Alaska, Department of Revenue 0.01% Add +15.9% 36,174 $944K
Beacon Capital Management, LLC 0.13% New 35,725 $932K
Penserra Capital Management LLC 0.02% Add +9.7% 34,790 $908K
AE Wealth Management LLC 0.01% New 33,785 $882K
Pictet Asset Management Holding SA 0.00% New 33,271 $868K
Diversify Advisory Services, LLC 0.05% New 34,634 $862K
Perigon Wealth Management, LLC 0.02% New 33,018 $862K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +318.4% 31,410 $820K
Beacon Pointe Advisors, LLC 0.01% New 31,280 $816K
Arkadios Wealth Advisors 0.05% New 30,987 $809K
Mercer Global Advisors Inc. 0.00% New 31,165 $791K
RFG Advisory, LLC 0.02% New 29,673 $774K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +9.4% 29,052 $758K
Prime Capital Investment Advisors, LLC 0.01% New 28,976 $756K
Advisory Resource Group 0.16% New 28,885 $754K
Captrust Financial Advisors 0.00% New 28,839 $753K
Deerfield Management Company, L.P. 0.01% New 28,623 $747K
Neo Ivy Capital Management 0.24% New 27,858 $728K
Peak Financial Advisors LLC 0.36% Reduce -13.5% 26,927 $703K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +80.2% 26,805 $700K
Voya Investment Management LLC 0.00% Add +22.5% 26,624 $695K
Avantax Advisory Services, Inc. 0.00% Add +49.7% 26,521 $692K
Empower Advisory Group, LLC 0.00% New 26,030 $679K
Strategic Blueprint, LLC 0.04% New 25,416 $663K
Silver Oak Securities, Incorporated 0.07% Add +20.0% 24,688 $645K
Concurrent Investment Advisors, LLC 0.02% New 24,607 $642K
Focused Wealth Management, Inc 0.08% New 23,789 $621K
NewEdge Advisors, LLC 0.00% Add +63.2% 23,737 $620K
Heritage Family Offices, LLP 0.32% New 23,628 $617K
RFG Holdings, Inc. 0.22% New 23,502 $613K
MML Investors Services, LLC 0.00% New 22,937 $599K
Atria Wealth Solutions, Inc. 0.01% New 22,821 $598K
Diversify Wealth Management, LLC 0.06% Reduce -31.4% 23,122 $594K
Csenge Advisory Group 0.03% New 23,768 $584K
Lifestyle Asset Management, Inc. 0.32% New 22,308 $582K
Manufacturers Life Insurance Company, The 0.00% Reduce -8.0% 22,208 $580K
FJ Capital Management LLC 0.06% Add +49.6% 22,063 $576K
Fortis Group Advisors, LLC 0.11% New 22,058 $576K
Foundations Investment Advisors, LLC 0.01% New 21,744 $568K
New York State Common Retirement Fund 0.00% Reduce -18.3% 21,500 $561K
Walleye Capital LLC 0.01% Reduce -94.3% 21,327 $557K
Nisa Investment Advisors, LLC 0.00% Reduce -3.0% 20,457 $539K
FLC Capital Advisors 0.12% New 20,644 $539K
Centiva Capital, LP 0.02% New 20,482 $535K
PEAK6 Investments LLC 0.03% New 20,143 $526K
Bleakley Financial Group, LLC 0.02% New 20,123 $525K
CIC Wealth, LLC 0.14% New 20,064 $524K
Arizona State Retirement System 0.00% Add +8.8% 19,911 $520K
Trek Financial, LLC 0.04% New 19,840 $518K
Harbour Investments, Inc. 0.02% New 19,584 $511K
Strategic Advocates LLC 0.18% New 19,318 $504K
Gladstone Institutional Advisory LLC 0.02% New 19,306 $504K
Cypress Wealth Services, LLC 0.10% New 19,239 $502K
CreativeOne Wealth, LLC 0.02% New 19,136 $499K
Orion Porfolio Solutions, LLC 0.01% New 19,126 $499K
Orion Portfolio Solutions, LLC 0.01% New 19,126 $499K
IFM Investors Pty Ltd 0.00% New 18,988 $496K
Westwood Holdings Group Inc. 0.00% New 18,970 $495K
Nissay Asset Management Corp. /Japan 0.00% New 18,968 $495K
Castleview Partners, LLC 0.28% New 18,935 $494K
Keystone Financial Services 0.19% New 18,890 $493K
Prospera Financial Services Inc 0.01% New 18,702 $488K
Axxcess Wealth Management, LLC 0.01% New 18,618 $486K
Moloney Securities Asset Management, LLC 0.06% New 18,409 $480K
Pinkerton Wealth, LLC 0.07% New 18,401 $480K
XTX Topco Ltd 0.03% New 18,215 $475K
UniSuper Management Pty Ltd 0.00% New 18,200 $475K
Northwestern Mutual Wealth Management Co. 0.00% New 17,931 $468K
Capital Asset Advisory Services LLC 0.02% New 18,618 $462K
Wealthcare Advisory Partners LLC 0.01% New 17,697 $462K
Baldwin Wealth Partners LLC 0.03% New 17,373 $453K
Regatta Capital Group, LLC 0.09% New 17,171 $448K
BNP Paribas Financial Markets 0.00% Reduce -95.4% 17,035 $445K
United Capital Financial Advisors, LLC 0.00% New 16,960 $443K
Concorde Asset Management, LLC 0.25% Add +34.1% 16,897 $441K
Stratos Wealth Partners, LTD. 0.01% New 16,846 $440K
Victory Capital Management Inc. 0.00% New 16,730 $437K
State of Wyoming 0.06% Add +85.0% 16,085 $420K
Integrated Advisors Network LLC 0.02% New 16,005 $418K
Panoramic Investment Advisors, LLC 0.29% — 15,957 $416K
Bison Wealth, LLC 0.07% New 15,773 $412K
Apollon Wealth Management, LLC 0.01% New 15,703 $410K
Harbour Capital Advisors, LLC 0.09% New 16,795 $409K
ProShare Advisors LLC 0.00% New 15,611 $407K
New York Life Investment Management LLC 0.00% Reduce -24.2% 15,556 $406K
Ascentis Independent Advisors 0.06% New 15,547 $406K
Seven Springs Wealth Group, LLC 0.15% New 15,312 $400K
Glassy Mountain Advisors, Inc. 0.14% New 15,160 $396K
Cibc World Market Inc. 0.00% Reduce -43.7% 14,864 $388K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 14,310 $373K
Carlson Capital Management 0.02% New 14,227 $371K
Ashton Thomas Private Wealth, LLC 0.02% New 14,039 $366K
Van Eck Associates Corp. 0.00% New 14,148 $363K
Metis Global Partners, LLC 0.01% New 13,557 $354K
Benjamin Edwards Inc. 0.01% New 13,469 $351K
Janney Montgomery Scott LLC 0.00% New 13,382 $349K
Pure Financial Advisors, LLC 0.01% New 13,362 $349K
Great Valley Advisor Group, Inc. 0.01% New 13,132 $343K
Savant Capital, LLC 0.00% New 12,940 $338K
Intech Investment Management LLC 0.00% New 12,746 $333K
Corient Private Wealth LP 0.00% New 12,654 $330K
Larson Financial Group LLC 0.02% New 12,652 $330K
Anson Capital, Inc. 0.29% New 12,438 $325K
Truist Financial Corp. 0.00% New 12,210 $319K
Nebula Research & Development LLC 0.04% Reduce -73.2% 12,080 $315K
My Legacy Advisors, LLC 0.12% New 12,045 $314K
Steward Partners Investment Advisory, LLC 0.00% New 12,026 $314K
Foundry Partners, LLC 0.02% New 12,024 $314K
Triumph Capital Management 0.11% New 11,822 $312K
Cerity Partners LLC 0.00% New 11,593 $303K
West Michigan Advisors, LLC 0.09% New 11,440 $302K
Gallagher Fiduciary Advisors, LLC 0.06% New 11,438 $299K
Sanctuary Advisors, LLC 0.00% New 10,261 $293K
Park Avenue Securities LLC 0.00% New 10,957 $286K
Elios Financial Group Inc. 0.13% — 10,769 $281K
CIBC Private Wealth Group LLC 0.00% New 10,653 $278K
Townsquare Capital LLC 0.00% New 10,646 $278K
Engineers Gate Manager LP 0.01% New 10,639 $278K
First Heartland Consultants, Inc. 0.03% New 10,560 $276K
Investmark Advisory Group LLC 0.13% New 10,563 $276K
NorthRock Partners, LLC 0.01% New 10,412 $274K
West Wealth Group, LLC 0.09% New 10,312 $269K
Creative Financial Designs Inc. 0.02% New 10,229 $267K
Lion Street Advisors, LLC 0.09% New 10,185 $266K
Fulcrum Equity Management 0.22% New 9,905 $259K
Mutual Advisors, LLC 0.01% New 9,903 $256K
Octavia Wealth Advisors, LLC 0.03% New 9,625 $254K
Envestnet Portfolio Solutions, Inc. 0.00% New 9,576 $250K
Ameritas Advisory Services, LLC 0.01% New 9,471 $247K
Becker Capital Management Inc. 0.01% New 9,381 $247K
Fiduciary Alliance LLC 0.03% New 9,416 $246K
Two Sigma Advisers, LP 0.00% New 9,400 $245K
Integrated Wealth Concepts LLC 0.00% New 9,035 $236K
Retirement Financial Solutions, LLC 0.10% New 8,973 $234K
Nwam LLC 0.01% New 8,868 $231K
M&T Bank Corp 0.00% New 8,854 $231K
Kovack Advisors, Inc. 0.02% New 8,791 $229K
SageView Advisory Group, LLC 0.01% New 8,686 $227K
Keystone Wealth Services, LLC 0.06% New 8,548 $223K
S. R. Schill & Associates 0.15% New 8,339 $218K
Cornerstone Investment Partners, LLC 0.01% New 8,270 $216K
Soltis Investment Advisors LLC 0.02% New 8,203 $214K
Atria Investments, Inc 0.00% Reduce -21.9% 8,148 $213K
Ameritas Investment Partners, Inc. 0.01% Add +26.6% 8,065 $210K
Brookstone Capital Management 0.00% New 8,007 $209K
Atticus Wealth Management, LLC 0.07% New 7,811 $204K
Harvest Fund Management Co., Ltd 0.01% New 7,796 $203K
Silicon Valley Capital Partners 0.02% New 7,326 $191K
Mather Group, Llc. 0.00% New 6,965 $182K
Gen-Wealth Partners Inc 0.08% New 6,617 $179K
International Assets Investment Management, LLC 0.01% New 6,649 $174K
Householder Group Estate & Retirement Specialist, LLC 0.05% New 6,470 $168K
Coppell Advisory Solutions LLC 0.02% New 6,217 $162K
Tower Research Capital LLC (TRC) 0.00% New 6,009 $157K
Sound Income Strategies, LLC 0.01% New 5,923 $155K
Asset Dedication, LLC 0.01% New 5,141 $134K
Sandia Investment Management LP 0.21% New 5,000 $131K
Farther Finance Advisors, LLC 0.00% New 4,725 $123K
AdvisorNet Financial, Inc 0.01% New 4,633 $121K
Concourse Financial Group Securities, Inc. 0.01% Add +2203.2% 4,330 $114K
Allworth Financial LP 0.00% New 4,112 $107K
IFP Advisors, Inc 0.00% New 4,092 $107K
Prestige Wealth Management Group LLC 0.02% New 4,047 $107K
Fortitude Family Office, LLC 0.03% New 3,125 $82K
Glen Eagle Advisors, LLC 0.01% New 3,113 $81K
Pathway Financial Advisers, LLC 0.03% New 2,911 $76K
Lazard Asset Management LLC 0.00% New 2,733 $71K
J.Safra Asset Management Corp 0.01% New 2,668 $70K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +34.7% 2,537 $66K
Avior Wealth Management, LLC 0.00% New 2,502 $65K
Amalgamated Bank 0.00% No change 2,250 $59K
Loomis Sayles & Co. L P 0.00% New 2,095 $55K
McIlrath & Eck, LLC 0.01% New 2,096 $55K
Creekmur Asset Management LLC 0.01% New 2,078 $54K
POM Investment Strategies, LLC 0.04% New 2,068 $54K
Kiely Wealth Advisory Group, Inc. 0.03% No change 2,032 $53K
KBC Group NV 0.00% New 1,967 $51K
Rakuten Investment Management, Inc. 0.00% No change 1,891 $49K
Kessler Investment Group, LLC 0.02% New 1,842 $48K
SOA Wealth Advisors, LLC. 0.01% New 1,737 $45K
Tidemark, LLC 0.02% New 1,704 $44K
North Star Investment Management Corp. 0.00% New 1,595 $42K
Jones Financial Companies LLLP 0.00% New 1,539 $40K
Main Street Group, LTD 0.02% New 1,363 $36K
Aspire Private Capital, LLC 0.01% New 1,343 $35K
Quarry LP 0.01% New 1,266 $33K
TD Capital Management LLC 0.00% New 1,187 $31K
Pineridge Advisors LLC 0.01% New 1,110 $29K
Wilmington Savings Fund Society, FSB 0.00% New 1,060 $28K
Kozak & Associates, Inc. 0.01% New 1,088 $28K
Financial Avengers, Inc. 0.01% New 926 $24K
Principal Securities, Inc. 0.00% Add +14.2% 924 $24K
New England Capital Financial Advisors LLC 0.01% New 879 $23K
Versant Capital Management, Inc 0.01% New 867 $23K
Salem Investment Counselors Inc. 0.00% New 854 $23K
Richard W. Paul & Associates, LLC 0.01% New 859 $22K
GHP Investment Advisors, Inc. 0.00% New 854 $22K
Tucker Asset Management LLC 0.01% New 848 $22K
Darwin Wealth Management, LLC 0.01% New 833 $22K
Strategic Investment Solutions, Inc. 0.01% New 813 $21K
Harbor Capital Advisors, Inc. 0.00% New 796 $21K
Signaturefd, LLC 0.00% New 772 $20K
Huntington National Bank 0.00% New 734 $19K
Global Retirement Partners, LLC 0.00% New 694 $18K
Oliver Lagore Vanvalin Investment Group 0.00% New 614 $16K
CoreCap Advisors, LLC 0.00% New 613 $16K
Assetmark, Inc. 0.00% Add +2659.1% 607 $16K
Sanctuary Wealth Management, L.L.C. 0.01% New 579 $15K
Tradewinds Capital Management, LLC 0.00% New 563 $15K
GAMMA Investing LLC 0.00% New 484 $13K
Archer Investment Corp 0.00% New 465 $12K
Center for Financial Planning, Inc. 0.00% New 432 $11K
Sterling Capital Management LLC 0.00% — 283 $7K
US Bancorp \de 0.00% New 212 $6K
PNC Financial Services Group, Inc. 0.00% New 173 $5K
Rothschild Investment LLC 0.00% Add +700.0% 80 $2K
GeoWealth Management, LLC 0.00% New 40 $1K
Quadrant Capital Group LLC 0.00% New 37 $966
MassMutual Private Wealth & Trust, FSB 0.00% New 20 $522
Covestor Ltd 0.00% New 6 $0

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