American Healthcare REITAHR

13F holders, Q1 2025 (March 31)
397holders +7
57new positions
46sold out
7famous investors
$30.31avg. 13F price*

At the end of Q1 2025, 397 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 7 from Q4 2024. 57 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($569.5M), BlackRock, Inc. ($449.8M) and Principal Financial Group Inc. ($374.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions57$96.0M
Exits46$78.7M

All 13F filers, Q4 2024 → Q1 2025: 18,195,922 shares bought and 14,220,322 shares sold, net +3,975,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 397 holders

Vanguard Group Inc. 0.01% Add +22.4% 18,795,192 $569.5M
BlackRock, Inc. 0.01% Reduce -1.8% 14,843,842 $449.8M
Principal Financial Group Inc. 0.21% Add +1.1% 12,373,709 $374.9M
Wellington Management Group LLP 0.05% Reduce -12.4% 8,960,109 $271.5M
State Street Corp. 0.01% Add +2.0% 6,480,013 $197.9M
Invesco Ltd. 0.03% Add +1543.1% 5,022,455 $152.2M
Alliancebernstein L.P. 0.05% Add +350.6% 4,559,365 $138.1M
Geode Capital Management, LLC 0.01% Add +2.7% 3,799,758 $115.2M
Deutsche Bank AG 0.04% Reduce -16.4% 3,602,288 $109.1M
Centersquare Investment Management LLC 1.11% Reduce -6.8% 3,539,273 $107.2M
Prudential Financial Inc. 0.11% Reduce -26.4% 2,591,236 $78.5M
Nuveen, LLC 0.02% — 2,247,439 $68.1M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 2,235,051 $67.7M
FMR LLC 0.00% Reduce -12.7% 1,999,607 $60.6M
Macquarie Group Ltd. 0.07% Reduce -5.2% 1,916,243 $58.1M
Northern Trust Corp. 0.01% Reduce -2.1% 1,696,078 $51.4M
Russell Investments Group, Ltd. 0.07% Add +6.4% 1,580,473 $47.9M
CBRE Investment Management Listed Real Assets LLC 0.68% Add +22.5% 1,458,125 $44.2M
Commonwealth Equity Services, LLC 0.05% Reduce -5.8% 1,279,627 $38.8M
GRS Advisors, LLC 4.02% Reduce -26.9% 1,275,125 $38.6M
American Century Companies Inc. 0.02% Reduce -50.2% 1,255,257 $38.0M
Land & Buildings Investment Management, LLC 7.35% Reduce -26.4% 1,147,003 $34.8M
Morgan Stanley 0.00% Add +4.3% 1,112,110 $33.7M
Bank of America Corp. 0.00% Reduce -0.3% 1,075,333 $32.6M
Adage Capital Partners Gp, L.L.C. 0.06% Add +13.5% 1,050,000 $31.8M
Alyeska Investment Group, L.P. 0.12% Add +43.3% 1,028,322 $31.2M
Voloridge Investment Management, LLC 0.11% Reduce -24.6% 983,004 $29.8M
Hudson Bay Capital Management LP 0.21% Reduce -11.3% 937,759 $28.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +21.1% 928,875 $28.1M
Legal & General Group Plc 0.01% Add +3.3% 885,904 $26.8M
Brookfield Corp 0.03% Add +75.1% 847,132 $25.7M
Aberdeen Group plc 0.05% Reduce -18.2% 843,378 $25.6M
Waterfront Capital Partners, LLC 4.07% Add +47.8% 783,605 $23.7M
LPL Financial LLC 0.01% Reduce -10.2% 763,860 $23.1M
Bank of New York Mellon Corp 0.00% Reduce -1.0% 721,429 $21.9M
Norges Bank 0.00% Add +0.5% 683,950 $20.7M
Federated Hermes, Inc. 0.04% Add +3.0% 663,800 $20.1M
Neuberger Berman Group LLC 0.02% Add +1.2% 641,064 $19.4M
Millennium Management 0.02% Reduce -52.6% 572,722 $17.4M
Qube Research & Technologies Ltd 0.03% New 554,494 $16.8M
Ghisallo Capital Management LLC 1.43% No change 525,000 $15.9M
Renaissance Technologies 0.02% Add +51.8% 499,100 $15.1M
Sei Investments Co. 0.02% Reduce -24.0% 492,449 $14.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% New 441,706 $13.4M
JPMorgan Chase & Co. 0.00% Reduce -68.0% 427,997 $13.0M
STRS Ohio 0.05% Add +46.4% 404,000 $12.2M
Kestra Advisory Services, LLC 0.06% Reduce -34.7% 378,559 $11.5M
Jupiter Asset Management Ltd. 0.11% New 377,342 $11.4M
Goldman Sachs Group Inc. 0.00% Reduce -35.8% 372,455 $11.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% — 357,300 $10.8M
Mutual of America Capital Management LLC 0.12% No change 341,003 $10.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -0.4% 326,727 $9.9M
Daiwa Securities Group Inc. 0.04% Reduce -3.3% 323,786 $9.8M
Eisler Capital Management Ltd. 0.28% New 309,340 $9.4M
Envestnet Asset Management Inc. 0.00% Reduce -5.4% 302,843 $9.2M
APG Asset Management US Inc. 0.07% No change 292,952 $9.0M
Swiss National Bank 0.01% Reduce -0.7% 296,500 $9.0M
Susquehanna Fundamental Investments, LLC 0.14% No change 271,596 $8.2M
Osaic Holdings, Inc. 0.02% Reduce -16.7% 270,722 $8.2M
Chilton Capital Management LLC 0.35% Reduce -10.9% 264,301 $8.1M
UBS Group AG 0.00% Reduce -75.7% 262,324 $7.9M
Aptus Capital Advisors, LLC 0.09% New 259,427 $7.9M
Rhumbline Advisers 0.01% Reduce -2.5% 249,975 $7.6M
Easterly Investment Partners LLC 0.63% New 249,653 $7.6M
Boothbay Fund Management, LLC 0.26% Reduce -18.3% 238,650 $7.2M
Barclays PLC 0.00% Reduce -27.5% 235,922 $7.1M
Asset Management One Co., Ltd. 0.02% Add +1.1% 234,521 $7.1M
Susquehanna International Group, LLP 0.01% Reduce -44.2% 224,452 $6.8M
Global IMC LLC 1.83% Reduce -10.8% 222,410 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Add +13.4% 219,711 $6.7M
Public Employees Retirement System of Ohio 0.02% Reduce -0.6% 215,384 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +2.8% 214,725 $6.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.19% Reduce -11.2% 211,825 $6.4M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.3% 211,712 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -9.5% 209,260 $6.3M
Baron Capital (BAMCO) 0.02% Add +10.0% 207,859 $6.3M
Cetera Investment Advisers 0.01% Reduce -0.8% 196,500 $6.0M
Independent Financial Group, LLC 0.20% Add +23.7% 187,611 $5.7M
Cwm, LLC 0.02% Reduce -14.8% 181,525 $5.5M
Wells Fargo & Company 0.00% Add +0.8% 181,020 $5.5M
State of Wisconsin Investment Board 0.01% Add +1.1% 178,107 $5.4M
Merit Financial Group, LLC 0.08% Reduce -4.6% 175,827 $5.3M
Royal Bank of Canada 0.00% Reduce -0.9% 171,660 $5.2M
Anchor Capital Advisors LLC 0.15% New 169,528 $5.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 169,000 $5.1M
Franklin Resources Inc. 0.00% Reduce -9.0% 163,608 $5.0M
Citigroup Inc. 0.00% Add +23.4% 162,380 $4.9M
Hilton Capital Management, LLC 0.41% Add +1.5% 159,015 $4.8M
Employees Retirement System of Texas 0.05% Add +12.9% 152,468 $4.6M
Raymond James Financial Inc. 0.00% Add +34.4% 149,533 $4.5M
Ameriprise Financial Inc. 0.00% Add +52.0% 145,865 $4.4M
EverSource Wealth Advisors, LLC 0.24% Reduce -2.4% 145,517 $4.4M
Greenland Capital Management LP 0.78% Add +81.3% 145,000 $4.4M
HSBC Holdings PLC 0.00% Add +14.3% 143,175 $4.3M
First Trust Advisors LP 0.00% Add +40.9% 142,210 $4.3M
California State Teachers Retirement System 0.01% Reduce -1.1% 140,363 $4.3M
OneDigital Investment Advisors LLC 0.05% Reduce -21.8% 128,596 $3.9M
Algert Global LLC 0.09% Reduce -6.3% 123,024 $3.7M
Informed Momentum Co LLC 0.62% Reduce -0.4% 118,718 $3.6M
HighTower Advisors, LLC 0.00% Add +68.9% 118,230 $3.6M

"% 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 397 holders