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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $110.1M |
| Exits | 47 | $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 |
| T. Rowe Price Associates Inc. | 0.00% | Add +120.7% | 101,764 | $2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +223.4% | 101,595 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +6.0% | 100,930 | $2.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.8% | 100,817 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +480.5% | 98,883 | $2.8M |
| Modern Wealth Management, LLC | 0.10% | Reduce -2.0% | 97,618 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Add +26.9% | 95,974 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Add +83.3% | 95,956 | $2.7M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -34.8% | 92,739 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +92.5% | 86,567 | $2.5M |
| WPG Advisers, LLC | 2.23% | — | 84,610 | $2.4M |
| Amundi | 0.00% | Add +83.3% | 81,145 | $2.3M |
| Greenland Capital Management LP | 0.46% | Reduce -66.1% | 80,000 | $2.3M |
| Prelude Capital Management, LLC | 0.19% | Add +16.7% | 79,881 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +63.5% | 76,715 | $2.2M |
| Capstone Investment Advisors, LLC | 0.03% | New | 76,418 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | Add +71.7% | 75,598 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +101.3% | 72,799 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +30.6% | 69,983 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.64% | Reduce -35.2% | 68,666 | $2.0M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +13.1% | 63,569 | $1.8M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.7% | 61,236 | $1.7M |
| Mariner, LLC | 0.00% | Add +12.3% | 60,461 | $1.7M |
| Westpac Banking Corp. | 0.11% | Add +45.1% | 58,978 | $1.7M |
| Cobblestone Asset Management LLC | 1.06% | Reduce -22.9% | 57,324 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | Add +9.8% | 57,405 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -6.7% | 55,401 | $1.6M |
| Cosner Financial Group, LLC | 1.00% | Reduce -14.9% | 55,276 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.15% | New | 53,455 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +243.0% | 49,089 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +118.8% | 48,586 | $1.4M |
| PFG Investments, LLC | 0.09% | Reduce -7.4% | 48,240 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +39.7% | 46,479 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +46.7% | 45,451 | $1.3M |
| Transce3nd, LLC | 0.43% | — | 43,996 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +121.2% | 44,049 | $1.3M |
| Zacks Investment Management | 0.01% | Add +1.8% | 44,044 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +238.6% | 43,155 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -2.2% | 42,890 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +174.3% | 42,824 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +59.8% | 42,534 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +133.0% | 42,400 | $1.2M |
| N.E.W. Advisory Services LLC | 0.11% | Reduce -9.1% | 41,543 | $1.2M |
| GAMCO Investors | 0.01% | New | 40,500 | $1.2M |
| Rik Saylor Financial, Inc. | 1.05% | — | 39,953 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | New | 38,800 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | Add +82.8% | 37,405 | $1.1M |
| Trivium Point Advisory, LLC | 0.13% | Reduce -18.5% | 36,948 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -11.2% | 36,714 | $1.0M |
| Creative Planning | 0.00% | Reduce -11.1% | 35,618 | $1.0M |
| IFM Investors Pty Ltd | 0.01% | Add +84.3% | 35,005 | $995K |
| FJ Capital Management LLC | 0.11% | Add +54.7% | 34,131 | $970K |
| New York State Common Retirement Fund | 0.00% | Add +58.6% | 34,100 | $969K |
| World Investment Advisors | 0.03% | Reduce -7.0% | 33,717 | $958K |
| Diversify Advisory Services, LLC | 0.05% | Add +1.3% | 35,070 | $955K |
| Harbour Capital Advisors, LLC | 0.21% | Add +100.7% | 33,715 | $950K |
| Sigma Planning Corp | 0.03% | Reduce -53.7% | 33,273 | $946K |
| Squarepoint Ops LLC | 0.00% | Reduce -48.6% | 33,031 | $939K |
| Prospera Financial Services Inc | 0.02% | Add +72.9% | 32,333 | $919K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 32,193 | $915K |
| KLP Kapitalforvaltning As | 0.00% | — | 31,900 | $913K |
| Cerity Partners LLC | 0.00% | Add +177.0% | 32,109 | $912K |
| Private Advisor Group, LLC | 0.01% | Reduce -32.2% | 30,972 | $880K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +15.3% | 30,895 | $878K |
| Fortis Group Advisors, LLC | 0.16% | Add +34.9% | 29,751 | $846K |
| Jane Street Group, LLC | 0.00% | Reduce -46.3% | 29,266 | $832K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -43.9% | 28,946 | $823K |
| Van Eck Associates Corp. | 0.00% | Add +103.6% | 28,800 | $818K |
| Advisory Resource Group | 0.17% | Reduce -3.3% | 27,947 | $794K |
| Focus Partners Wealth | 0.00% | Reduce -36.0% | 27,590 | $784K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.9% | 27,545 | $783K |
| PEAK6 LLC | 0.03% | — | 27,526 | $782K |
| Beacon Capital Management, LLC | 0.10% | Reduce -23.2% | 27,449 | $780K |
| Geneos Wealth Management Inc. | 0.03% | New | 26,680 | $758K |
| Seven Springs Wealth Group, LLC | 0.28% | Add +70.3% | 26,082 | $741K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -51.8% | 25,400 | $722K |
| Csenge Advisory Group | 0.04% | Add +6.5% | 25,322 | $720K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +109.9% | 25,241 | $717K |
| Peak Financial Advisors LLC | 0.37% | Reduce -6.7% | 25,113 | $714K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.9% | 24,820 | $705K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.0% | 24,733 | $703K |
| Silver Oak Securities, Incorporated | 0.07% | Add +0.0% | 24,690 | $699K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -17.5% | 23,901 | $679K |
| Focused Wealth Management, Inc | 0.09% | Reduce -0.5% | 23,681 | $673K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 23,645 | $672K |
| RFG Holdings, Inc. | 0.22% | No change | 23,502 | $668K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -30.0% | 23,114 | $663K |
| Captrust Financial Advisors | 0.00% | Reduce -21.5% | 22,645 | $644K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | New | 22,278 | $633K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +16.6% | 22,120 | $630K |
| Apollon Wealth Management, LLC | 0.01% | Add +40.9% | 22,128 | $629K |
| Strategic Blueprint, LLC | 0.04% | Reduce -14.9% | 21,622 | $615K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 21,498 | $611K |
| MML Investors Services, LLC | 0.00% | Reduce -6.5% | 21,452 | $610K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -4.1% | 22,175 | $604K |
| RFG Advisory, LLC | 0.02% | Reduce -29.5% | 20,919 | $595K |
| Cresset Asset Management, LLC | 0.00% | New | 20,394 | $585K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.6% | 20,164 | $576K |
| AE Wealth Management LLC | 0.00% | Reduce -41.1% | 19,901 | $566K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.9% | 19,414 | $552K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.1% | 19,334 | $549K |
| Cypress Wealth Services, LLC | 0.11% | No change | 19,239 | $547K |
| Victory Capital Management Inc. | 0.00% | Add +12.1% | 18,756 | $533K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -2.4% | 18,508 | $526K |
| Trek Financial, LLC | 0.04% | Reduce -9.4% | 17,965 | $511K |
| Petra Financial Advisors Inc. | 0.34% | Reduce -55.0% | 17,404 | $495K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 17,373 | $494K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -7.1% | 17,097 | $486K |
| Metis Global Partners, LLC | 0.01% | Add +26.1% | 17,092 | $486K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 16,960 | $482K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -14.0% | 16,448 | $467K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -14.0% | 16,448 | $467K |
| WCG Wealth Advisors LLC | 0.03% | New | 16,171 | $460K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +97.2% | 15,907 | $452K |
| Jump Financial, LLC | 0.01% | Reduce -93.2% | 15,082 | $429K |
| Allworth Financial LP | 0.00% | Add +263.0% | 14,928 | $422K |
| Spire Wealth Management | 0.01% | New | 14,744 | $419K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +89.3% | 14,756 | $419K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 14,735 | $419K |
| Panoramic Investment Advisors, LLC | 0.27% | Reduce -8.4% | 14,622 | $416K |
| SageView Advisory Group, LLC | 0.02% | Add +68.0% | 14,594 | $415K |
| Cibc World Markets Corp. | 0.00% | New | 14,230 | $404K |
| Truist Financial Corp. | 0.00% | Add +16.5% | 14,229 | $404K |
| Carlson Capital Management | 0.02% | No change | 14,227 | $404K |
| Ascentis Independent Advisors | 0.08% | Reduce -9.0% | 14,145 | $402K |
| FLC Capital Advisors | 0.09% | Reduce -31.5% | 14,144 | $402K |
| Cibc World Market Inc. | 0.00% | Reduce -5.1% | 14,112 | $401K |
| Benjamin Edwards Inc. | 0.01% | Add +3.4% | 13,924 | $396K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 13,915 | $395K |
| Heritage Family Offices, LLP | 0.20% | Reduce -41.3% | 13,881 | $395K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -27.6% | 13,854 | $394K |
| Keystone Financial Services | 0.15% | Reduce -27.0% | 13,794 | $392K |
| Creative Financial Designs Inc. | 0.03% | Add +33.0% | 13,601 | $387K |
| Vontobel Holding Ltd. | 0.00% | New | 13,475 | $383K |
| Two Sigma Advisers, LP | 0.00% | Add +39.4% | 13,100 | $372K |
| OneAscent Financial Services LLC | 0.03% | New | 13,050 | $371K |
| Castleview Partners, LLC | 0.20% | Reduce -31.1% | 13,050 | $362K |
| Selective Wealth Management, Inc. | 0.15% | New | 13,128 | $359K |
| Ameritas Advisory Services, LLC | 0.01% | Add +32.8% | 12,581 | $358K |
| Accurate Wealth Management, LLC | 0.07% | New | 13,005 | $354K |
| Anson Capital, Inc. | 0.31% | No change | 12,438 | $353K |
| Golden State Wealth Management, LLC | 0.05% | — | 12,418 | $353K |
| Investmark Advisory Group LLC | 0.17% | Add +16.7% | 12,331 | $350K |
| Mackenzie Financial Corp. | 0.00% | New | 11,840 | $336K |
| Bailard, Inc. | 0.01% | New | 11,800 | $335K |
| First Heartland Consultants, Inc. | 0.03% | Add +11.7% | 11,799 | $335K |
| M&T Bank Corp | 0.00% | Add +31.3% | 11,629 | $330K |
| Coppell Advisory Solutions LLC | 0.05% | Add +86.1% | 11,571 | $328K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | No change | 11,438 | $325K |
| Integrated Wealth Concepts LLC | 0.00% | Add +26.4% | 11,421 | $325K |
| Lifestyle Asset Management, Inc. | 0.17% | Reduce -49.4% | 11,286 | $321K |
| HRC Wealth Management, LLC | 0.19% | New | 11,142 | $317K |
| Xponance LLC | 0.00% | New | 11,019 | $313K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 10,658 | $302K |
| Corient Private Wealth LP | 0.00% | Reduce -16.3% | 10,593 | $301K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -66.1% | 10,577 | $301K |
| Accel Wealth Management | 0.11% | New | 10,306 | $293K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -39.6% | 10,179 | $289K |
| Fiduciary Alliance LLC | 0.03% | Add +8.0% | 10,170 | $289K |
| Mutual Advisors, LLC | 0.01% | Add +0.6% | 9,963 | $286K |
| Fulcrum Equity Management | 0.28% | No change | 9,905 | $282K |
| Integrated Advisors Network LLC | 0.01% | Reduce -38.2% | 9,888 | $281K |
| Jain Global LLC | 0.01% | — | 9,831 | $279K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -46.7% | 9,805 | $279K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -25.5% | 9,782 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -66.4% | 9,768 | $278K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -45.0% | 9,731 | $277K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 9,625 | $276K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -46.4% | 9,612 | $273K |
| Townsquare Capital LLC | 0.00% | Reduce -10.9% | 9,481 | $269K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -69.7% | 9,472 | $269K |
| Becker Capital Management Inc. | 0.01% | No change | 9,381 | $269K |
| AQR Capital Management | 0.00% | New | 9,357 | $266K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -57.2% | 9,314 | $265K |
| Elios Financial Group Inc. | 0.12% | Reduce -14.9% | 9,165 | $260K |
| Ameriflex Group, Inc. | 0.12% | — | 9,175 | $260K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.4% | 8,784 | $253K |
| Sound Income Strategies, LLC | 0.02% | Add +49.1% | 8,834 | $251K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.3% | 8,778 | $249K |
| Cooper Financial Group | 0.03% | New | 9,546 | $246K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -36.0% | 8,555 | $243K |
| Quadrature Capital Ltd | 0.00% | New | 8,410 | $239K |
| Walleye Capital LLC | 0.00% | Reduce -60.9% | 8,346 | $237K |
| S. R. Schill & Associates | 0.20% | No change | 8,339 | $237K |
| Lion Street Advisors, LLC | 0.08% | Reduce -18.2% | 8,332 | $237K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.1% | 8,281 | $235K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.1% | 8,215 | $233K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.5% | 8,161 | $232K |
| West Wealth Group, LLC | 0.07% | Reduce -21.4% | 8,100 | $230K |
| Nwam LLC | 0.01% | Reduce -9.7% | 8,006 | $228K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -57.2% | 7,971 | $227K |
| Larson Financial Group LLC | 0.01% | Reduce -37.2% | 7,950 | $226K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -57.2% | 7,971 | $225K |
| Atticus Wealth Management, LLC | 0.07% | No change | 7,811 | $222K |
| Bison Wealth, LLC | 0.05% | Reduce -50.9% | 7,752 | $220K |
| Allstate Corp. | 0.01% | New | 7,576 | $215K |
| Medallion Wealth Advisors, LLC | 0.11% | — | 7,319 | $214K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 7,440 | $211K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 7,355 | $209K |
| Tran Capital Management, L.P. | 0.02% | New | 7,350 | $209K |
| Dark Forest Capital Management LP | 0.03% | Reduce -90.1% | 7,345 | $209K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,254 | $206K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 7,229 | $205K |
| Mather Group, Llc. | 0.00% | No change | 6,965 | $198K |
| KBC Group NV | 0.00% | Add +251.6% | 6,916 | $197K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.1% | 6,583 | $187K |
| Group One Trading LLC | 0.01% | New | 6,204 | $176K |
| Nova Wealth Management, Inc. | 0.15% | — | 6,122 | $174K |
| State of Wyoming | 0.02% | Reduce -63.3% | 5,900 | $168K |
| Silicon Valley Capital Partners | 0.02% | Reduce -27.2% | 5,331 | $152K |
| Amalgamated Bank | 0.00% | Add +130.4% | 5,185 | $147K |
| Asset Dedication, LLC | 0.01% | No change | 5,141 | $146K |
| Sterling Capital Management LLC | 0.00% | Add +1626.9% | 4,887 | $139K |
| J.Safra Asset Management Corp | 0.01% | Add +79.9% | 4,799 | $136K |
| IFP Advisors, Inc | 0.00% | Add +14.4% | 4,683 | $134K |
| Centaurus Financial, Inc. | 0.01% | New | 4,693 | $133K |
| NFSG Corp | 0.03% | New | 4,665 | $133K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,633 | $132K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +67.0% | 4,236 | $121K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -35.0% | 4,207 | $119K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 4,047 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.3% | 3,972 | $112K |
| Gen-Wealth Partners Inc | 0.05% | Reduce -43.4% | 3,744 | $106K |
| FIL Ltd | 0.00% | New | 3,377 | $96K |
| Promus Capital, LLC | 0.07% | — | 3,009 | $86K |
| GF Fund Management Co. LTD. | 0.00% | — | 2,758 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.1% | 2,640 | $75K |
| Assetmark, Inc. | 0.00% | Add +330.8% | 2,615 | $74K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.9% | 2,571 | $73K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,502 | $71K |
| Sandia Investment Management LP | 0.14% | Reduce -50.0% | 2,500 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.6% | 2,238 | $64K |
| MAI Capital Management | 0.00% | New | 2,209 | $63K |
| Creekmur Asset Management LLC | 0.01% | No change | 2,078 | $59K |
| POM Investment Strategies, LLC | 0.04% | No change | 2,068 | $59K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 2,032 | $58K |
| Indiana Trust & Investment Management Co | 0.02% | New | 2,012 | $57K |
| ORG Partners LLC | 0.01% | New | 2,000 | $57K |
| Kessler Investment Group, LLC | 0.02% | No change | 1,842 | $52K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -15.3% | 1,775 | $50K |
| Tidemark, LLC | 0.02% | No change | 1,704 | $48K |
| McIlrath & Eck, LLC | 0.01% | Reduce -22.4% | 1,626 | $46K |
| North Star Investment Management Corp. | 0.00% | No change | 1,595 | $45K |
| Fifth Third Bancorp | 0.00% | New | 1,362 | $39K |
| Decker Retirement Planning Inc. | 0.02% | — | 1,288 | $37K |
| Fortitude Family Office, LLC | 0.01% | Reduce -60.0% | 1,250 | $36K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 1,199 | $34K |
| Jones Financial Companies LLLP | 0.00% | Reduce -29.2% | 1,089 | $31K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $31K |
| Principal Securities, Inc. | 0.00% | Add +12.8% | 1,042 | $30K |
| Carolina Wealth Advisors, LLC | 0.02% | New | 1,035 | $29K |
| Richardson Capital Management LLC | 0.02% | New | 1,013 | $29K |
| GAMMA Investing LLC | 0.00% | Add +104.1% | 988 | $28K |
| Financial Avengers, Inc. | 0.01% | No change | 926 | $26K |
| Main Street Group, LTD | 0.01% | Reduce -33.0% | 913 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -14.7% | 904 | $26K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.0% | 888 | $25K |
| Aventura Private Wealth, LLC | 0.01% | — | 867 | $25K |
| Versant Capital Management, Inc | 0.01% | No change | 867 | $25K |
| Salem Investment Counselors Inc. | 0.00% | No change | 854 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 859 | $24K |
| Tucker Asset Management LLC | 0.01% | No change | 848 | $24K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $24K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 810 | $23K |
| Dogwood Wealth Management LLC | 0.01% | New | 798 | $23K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 792 | $23K |
| Huntington National Bank | 0.00% | Add +2.3% | 751 | $21K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 695 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 694 | $20K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 579 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 563 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.2% | 563 | $16K |
| Mattson Financial Services, LLC | 0.00% | New | 507 | $13K |
| Archer Investment Corp | 0.00% | No change | 465 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -40.8% | 471 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -50.0% | 427 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -37.0% | 387 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1575.0% | 335 | $10K |
| US Bancorp \de | 0.00% | Add +31.1% | 278 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | New | 260 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 187 | $5K |
| Blue Trust, Inc. | 0.00% | New | 154 | $4K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 100 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 37 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 33 | $938 |
| Parallel Advisors, LLC | 0.00% | New | 26 | $739 |
| GeoWealth Management, LLC | 0.00% | Reduce -57.5% | 17 | $483 |
| Summit Securities Group LLC | 0.00% | New | 1 | $28 |
| Covestor Ltd | 0.00% | No change | 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.