American Healthcare REITAHR

13F holders, Q4 2024 (December 31)
390holders +21
57new positions
47sold out
6famous investors
$28.43avg. 13F price*

At the end of Q4 2024, 390 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 21 from Q3 2024. 57 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($436.5M), BlackRock, Inc. ($429.6M) and Principal Financial Group Inc. ($347.8M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions57$110.1M
Exits47$77.1M

All 13F filers, Q3 2024 → Q4 2024: 32,279,784 shares bought and 16,438,272 shares sold, net +15,841,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 390 holders

Vanguard Group Inc. 0.01% Add +94.8% 15,357,331 $436.5M
BlackRock, Inc. 0.01% Add +63.6% 15,115,566 $429.6M
Principal Financial Group Inc. 0.19% Add +29.0% 12,238,887 $347.8M
Wellington Management Group LLP 0.05% Reduce -24.0% 10,223,337 $290.5M
State Street Corp. 0.01% Add +72.5% 6,353,591 $182.1M
Deutsche Bank AG 0.05% Add +2.3% 4,310,788 $122.5M
Centersquare Investment Management LLC 1.14% Reduce -7.3% 3,799,365 $108.0M
Geode Capital Management, LLC 0.01% Add +46.4% 3,699,793 $105.2M
Prudential Financial Inc. 0.14% Add +13.7% 3,521,182 $100.1M
American Century Companies Inc. 0.04% Reduce -0.8% 2,518,870 $71.6M
FMR LLC 0.00% Add +5.7% 2,290,984 $65.1M
Charles Schwab Investment Management Inc. 0.01% Add +12.4% 2,145,125 $61.0M
Nuveen Asset Management, LLC 0.02% Reduce -2.2% 2,036,823 $57.9M
Macquarie Group Ltd. 0.07% Reduce -6.2% 2,021,766 $57.5M
GRS Advisors, LLC 4.89% Add +1.7% 1,744,252 $49.6M
Northern Trust Corp. 0.01% Add +99.0% 1,732,882 $49.2M
Land & Buildings Investment Management, LLC 8.98% Add +2.2% 1,559,204 $44.3M
Russell Investments Group, Ltd. 0.06% Reduce -7.9% 1,485,226 $42.2M
Commonwealth Equity Services, LLC 0.06% Reduce -15.3% 1,358,984 $38.6M
JPMorgan Chase & Co. 0.00% Add +45.6% 1,336,225 $38.0M
Voloridge Investment Management, LLC 0.13% Reduce -9.0% 1,303,759 $37.1M
Millennium Management 0.03% Reduce -54.5% 1,209,424 $34.4M
CBRE Investment Management Listed Real Assets LLC 0.60% New 1,190,634 $33.8M
UBS Group AG 0.01% Add +603.4% 1,078,251 $30.6M
Bank of America Corp. 0.00% Add +11.7% 1,078,050 $30.6M
Morgan Stanley 0.00% Add +33.2% 1,066,672 $30.3M
Hudson Bay Capital Management LP 0.22% Reduce -53.8% 1,057,608 $30.1M
Aberdeen Group plc 0.05% Reduce -1.9% 1,031,229 $29.2M
Alliancebernstein L.P. 0.01% Reduce -37.3% 1,011,730 $28.8M
Adage Capital Partners Gp, L.L.C. 0.05% Add +115.1% 925,000 $26.3M
Legal & General Group Plc 0.01% Add +101.5% 857,877 $24.4M
LPL Financial LLC 0.01% Reduce -11.4% 850,234 $24.2M
Zimmer Partners, LP 0.39% Add +4.5% 794,200 $22.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +115.3% 767,365 $21.8M
Bank of New York Mellon Corp 0.00% Add +139.7% 728,853 $20.7M
Alyeska Investment Group, L.P. 0.08% Reduce -78.5% 717,602 $20.4M
Norges Bank 0.00% No change 680,477 $19.3M
Sei Investments Co. 0.02% Reduce -11.1% 647,663 $18.4M
Federated Hermes, Inc. 0.04% Add +92.8% 644,730 $18.3M
Neuberger Berman Group LLC 0.01% Reduce -34.7% 633,494 $18.0M
Kestra Advisory Services, LLC 0.09% Add +21.5% 579,550 $16.6M
Goldman Sachs Group Inc. 0.00% Reduce -39.9% 579,742 $16.5M
Waterfront Capital Partners, LLC 2.81% New 530,119 $15.1M
Ghisallo Capital Management LLC 0.90% No change 525,000 $14.9M
Brookfield Corp 0.08% Add +10.0% 483,708 $13.7M
Lighthouse Investment Partners, LLC 0.47% New 425,000 $12.1M
Susquehanna International Group, LLP 0.02% Add +22.3% 401,970 $11.4M
Mutual of America Capital Management LLC 0.10% Reduce -0.5% 341,003 $9.7M
Daiwa Securities Group Inc. 0.04% Add +17.9% 334,694 $9.5M
Renaissance Technologies 0.01% Add +107.1% 328,900 $9.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -16.9% 328,065 $9.3M
Osaic Holdings, Inc. 0.02% Reduce -4.4% 325,100 $9.2M
Barclays PLC 0.00% Add +82.4% 325,254 $9.2M
Envestnet Asset Management Inc. 0.00% Reduce -7.7% 320,179 $9.1M
Invesco Ltd. 0.00% Add +265.6% 305,663 $8.7M
Chilton Capital Management LLC 0.36% Reduce -38.1% 296,782 $8.5M
Swiss National Bank 0.01% Add +2.4% 298,500 $8.5M
APG Asset Management US Inc. 0.06% No change 292,952 $8.3M
Boothbay Fund Management, LLC 0.26% Add +2.9% 292,242 $8.3M
STRS Ohio 0.03% Reduce -30.0% 276,000 $7.8M
Balyasny Asset Management L.P. 0.02% New 272,462 $7.7M
Susquehanna Fundamental Investments, LLC 0.13% — 271,596 $7.7M
Rhumbline Advisers 0.01% Add +128.5% 256,293 $7.3M
Global IMC LLC 1.27% Add +0.1% 249,213 $7.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.19% Add +17.7% 238,596 $6.8M
Capital Fund Management S.A. 0.07% New 232,876 $6.6M
Asset Management One Co., Ltd. 0.02% Add +8.8% 231,872 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -20.4% 231,316 $6.6M
Peregrine Capital Management LLC 0.19% Reduce -3.5% 223,272 $6.3M
State of New Jersey Common Pension Fund D 0.02% Add +64.2% 216,703 $6.2M
Public Employees Retirement System of Ohio 0.02% Add +1.9% 216,698 $6.2M
Cwm, LLC 0.03% Add +25.0% 213,193 $6.1M
Nomura Asset Management Co. Ltd. 0.02% Add +2.4% 208,901 $5.9M
Verition Fund Management LLC 0.03% Reduce -15.9% 200,133 $5.7M
Cetera Investment Advisers 0.01% Add +149.7% 198,051 $5.6M
Marshall Wace, LLP 0.01% New 196,929 $5.6M
Heitman Real Estate Securities LLC 0.36% Reduce -21.7% 196,157 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Add +16.7% 193,797 $5.5M
Baron Capital (BAMCO) 0.01% New 188,959 $5.4M
Merit Financial Group, LLC 0.09% Add +1.6% 184,234 $5.2M
Franklin Resources Inc. 0.00% Add +7.5% 179,809 $5.1M
Wells Fargo & Company 0.00% Add +59.1% 179,544 $5.1M
State of Wisconsin Investment Board 0.01% Add +154.7% 176,076 $5.0M
Royal Bank of Canada 0.00% Reduce -22.9% 173,248 $4.9M
OneDigital Investment Advisors LLC 0.05% Add +20.6% 164,415 $4.7M
Hilton Capital Management, LLC 0.39% Reduce -14.4% 156,686 $4.5M
Independent Financial Group, LLC 0.14% Reduce -58.5% 151,682 $4.3M
Teacher Retirement System of Texas 0.02% Add +276.4% 150,214 $4.3M
EverSource Wealth Advisors, LLC 0.24% Add +9.4% 149,161 $4.2M
Citadel Advisors 0.00% Reduce -64.3% 145,646 $4.1M
California State Teachers Retirement System 0.00% Add +3.0% 141,984 $4.0M
Employees Retirement System of Texas 0.04% New 135,000 $3.8M
Citigroup Inc. 0.00% Add +97.4% 131,540 $3.7M
Algert Global LLC 0.09% New 131,314 $3.7M
Janus Henderson Group PLC 0.00% Add +36.6% 128,545 $3.7M
HSBC Holdings PLC 0.00% Add +103.7% 125,244 $3.6M
Quantbot Technologies LP 0.13% Reduce -57.9% 124,839 $3.5M
Informed Momentum Co LLC 0.48% Reduce -2.3% 119,213 $3.4M
Two Sigma Investments, LP 0.01% Add +12.9% 111,338 $3.2M
Raymond James Financial Inc. 0.00% — 111,290 $3.2M

"% 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 390 holders