American Healthcare REITAHR
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $96.0M |
| Exits | 46 | $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 |
| Jefferies Financial Group Inc. | 0.06% | New | 117,000 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.4% | 115,399 | $3.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.3% | 106,155 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.6% | 104,195 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -7.8% | 102,654 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +164.0% | 96,936 | $2.9M |
| Modern Wealth Management, LLC | 0.09% | Reduce -1.8% | 95,879 | $2.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -25.8% | 95,414 | $2.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 94,449 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -39.6% | 90,741 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +110.2% | 90,725 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.6% | 90,521 | $2.7M |
| Amundi | 0.00% | Add +9.1% | 88,515 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | New | 88,686 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +78.8% | 86,855 | $2.6M |
| WPG Advisers, LLC | 2.31% | Reduce -3.2% | 81,905 | $2.5M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -20.2% | 74,023 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 76,715 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.5% | 74,494 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.3% | 73,711 | $2.2M |
| GPS Wealth Strategies Group, LLC | 0.30% | Add +14.7% | 72,905 | $2.2M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -74.7% | 69,058 | $2.1M |
| Dark Forest Capital Management LP | 0.10% | Add +832.1% | 68,465 | $2.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +8.6% | 66,510 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.64% | No change | 68,666 | $2.0M |
| FJ Capital Management LLC | 0.18% | Add +68.8% | 57,611 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -60.5% | 57,468 | $1.7M |
| Westpac Banking Corp. | 0.13% | Reduce -3.0% | 57,228 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.5% | 53,990 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.16% | Reduce -3.4% | 51,621 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +32.5% | 51,400 | $1.6M |
| Cosner Financial Group, LLC | 0.94% | Reduce -8.4% | 50,653 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 49,805 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | No change | 49,089 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -21.2% | 47,663 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +37.8% | 47,000 | $1.4M |
| Rik Saylor Financial, Inc. | 1.19% | Add +11.8% | 44,685 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 43,905 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | No change | 42,400 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 42,290 | $1.3M |
| Jump Financial, LLC | 0.02% | Add +179.4% | 42,135 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -5.3% | 40,263 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Add +7.8% | 37,818 | $1.2M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -7.7% | 39,588 | $1.2M |
| Scotia Capital Inc. | 0.01% | New | 38,248 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Reduce -19.8% | 36,476 | $1.1M |
| Creative Planning | 0.00% | Add +0.6% | 35,839 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +10.4% | 35,700 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +40.4% | 35,665 | $1.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -6.0% | 35,151 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -23.9% | 35,348 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +24.0% | 34,166 | $1.0M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 33,740 | $1.0M |
| World Investment Advisors | 0.03% | Add +0.0% | 33,718 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +8.5% | 33,614 | $1.0M |
| Harbour Capital Advisors, LLC | 0.25% | Reduce -1.0% | 33,375 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.8% | 33,080 | $1.0M |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 32,918 | $997K |
| Perigon Wealth Management, LLC | 0.03% | Add +40.9% | 32,563 | $987K |
| Cerity Partners LLC | 0.00% | Reduce -3.3% | 31,050 | $941K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 30,895 | $936K |
| IFM Investors Pty Ltd | 0.01% | Reduce -12.8% | 30,540 | $925K |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 30,001 | $909K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -7.5% | 29,500 | $900K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -0.6% | 29,587 | $896K |
| Dimensional Fund Advisors LP | 0.00% | New | 29,354 | $889K |
| Diversify Wealth Management, LLC | 0.07% | Add +23.9% | 27,480 | $878K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 28,907 | $876K |
| Kennedy Capital Management LLC | 0.02% | New | 28,179 | $854K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -33.0% | 27,839 | $844K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -27.9% | 26,653 | $808K |
| Focus Partners Wealth | 0.00% | Reduce -6.5% | 25,809 | $782K |
| Advisory Resource Group | 0.16% | Reduce -9.1% | 25,395 | $769K |
| AQR Capital Management | 0.00% | Add +170.1% | 25,275 | $766K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 25,241 | $765K |
| Peak Financial Advisors LLC | 0.39% | No change | 25,113 | $761K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.9% | 25,079 | $760K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.9% | 25,050 | $759K |
| Empower Advisory Group, LLC | 0.00% | No change | 24,733 | $749K |
| Sigma Planning Corp | 0.02% | Reduce -27.3% | 24,190 | $733K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +7.7% | 23,984 | $727K |
| Focused Wealth Management, Inc | 0.10% | Add +0.1% | 23,702 | $718K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -4.5% | 23,584 | $718K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 23,645 | $716K |
| NewEdge Advisors, LLC | 0.00% | Add +9.3% | 23,509 | $712K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -12.4% | 23,365 | $708K |
| Csenge Advisory Group | 0.04% | Reduce -9.5% | 22,917 | $701K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +12.9% | 22,766 | $693K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.5% | 22,663 | $687K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 22,007 | $667K |
| Captrust Financial Advisors | 0.00% | Reduce -5.2% | 21,466 | $650K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.2% | 21,416 | $649K |
| AE Wealth Management LLC | 0.01% | Add +7.3% | 21,356 | $647K |
| Strategic Blueprint, LLC | 0.04% | Reduce -1.3% | 21,338 | $647K |
| GWN Securities Inc. | 0.04% | New | 18,730 | $638K |
| Pathstone Holdings, LLC | 0.00% | New | 20,776 | $630K |
| Beacon Capital Management, LLC | 0.08% | Reduce -24.6% | 20,700 | $627K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 20,399 | $623K |
| Zacks Investment Management | 0.01% | Reduce -54.0% | 20,271 | $614K |
| FORA Capital, LLC | 0.06% | New | 20,077 | $608K |
| GAMCO Investors | 0.01% | Reduce -50.6% | 20,000 | $606K |
| Allworth Financial LP | 0.00% | Add +29.9% | 19,398 | $603K |
| Metis Global Partners, LLC | 0.02% | Add +13.4% | 19,391 | $588K |
| Cypress Wealth Services, LLC | 0.12% | No change | 19,239 | $583K |
| Quantbot Technologies LP | 0.02% | Reduce -84.8% | 19,044 | $577K |
| Victory Capital Management Inc. | 0.00% | Add +0.4% | 18,834 | $571K |
| Seven Springs Wealth Group, LLC | 0.21% | Reduce -28.4% | 18,669 | $566K |
| WCG Wealth Advisors LLC | 0.04% | Add +14.7% | 18,547 | $562K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 17,740 | $538K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.7% | 17,493 | $530K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 17,373 | $526K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +57.9% | 16,070 | $487K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,726 | $476K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.3% | 15,382 | $466K |
| Trek Financial, LLC | 0.03% | Reduce -15.9% | 15,101 | $458K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.2% | 14,929 | $452K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.2% | 14,929 | $452K |
| Militia Capital Partners, LP | 0.37% | New | 14,900 | $451K |
| Allstate Corp. | 0.01% | Add +90.7% | 14,447 | $438K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -22.3% | 14,386 | $436K |
| Benjamin Edwards Inc. | 0.01% | Add +3.2% | 14,368 | $435K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 14,222 | $431K |
| RFG Advisory, LLC | 0.01% | Reduce -33.3% | 13,955 | $423K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 13,849 | $420K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +41.0% | 13,718 | $416K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -19.2% | 13,704 | $415K |
| Creative Financial Designs Inc. | 0.03% | Add +0.3% | 13,636 | $413K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 13,241 | $401K |
| Panoramic Investment Advisors, LLC | 0.27% | Reduce -9.7% | 13,199 | $400K |
| Harbour Investments, Inc. | 0.01% | Reduce -32.1% | 13,173 | $399K |
| M&T Bank Corp | 0.00% | Add +12.7% | 13,110 | $398K |
| Ascentis Independent Advisors | 0.08% | Reduce -7.5% | 13,082 | $396K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.4% | 13,512 | $396K |
| Castleview Partners, LLC | 0.27% | Reduce -0.1% | 13,043 | $395K |
| Selective Wealth Management, Inc. | 0.17% | No change | 13,128 | $384K |
| SageView Advisory Group, LLC | 0.02% | Reduce -14.0% | 12,551 | $380K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -0.2% | 12,980 | $380K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.4% | 12,271 | $372K |
| Kingsview Wealth Management, LLC | 0.01% | New | 12,002 | $364K |
| Mackenzie Financial Corp. | 0.00% | Add +0.1% | 11,852 | $359K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -19.8% | 11,830 | $358K |
| Spire Wealth Management | 0.01% | Reduce -20.3% | 11,755 | $356K |
| Choreo, LLC | 0.01% | New | 11,578 | $354K |
| Anson Capital, Inc. | 0.30% | Reduce -7.4% | 11,523 | $349K |
| Accel Wealth Management | 0.13% | Add +11.5% | 11,494 | $348K |
| Xponance LLC | 0.00% | Add +4.3% | 11,489 | $348K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 11,438 | $347K |
| Investmark Advisory Group LLC | 0.17% | Reduce -8.2% | 11,316 | $343K |
| FLC Capital Advisors | 0.08% | Reduce -21.0% | 11,174 | $339K |
| HRC Wealth Management, LLC | 0.21% | No change | 11,142 | $338K |
| Mutual Advisors, LLC | 0.01% | Add +6.4% | 10,603 | $330K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -27.7% | 10,656 | $323K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 10,599 | $321K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -16.8% | 10,328 | $313K |
| Medallion Wealth Advisors, LLC | 0.14% | Add +37.9% | 10,089 | $309K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.7% | 10,187 | $309K |
| Fiduciary Alliance LLC | 0.03% | No change | 10,170 | $308K |
| Fulcrum Equity Management | 0.33% | No change | 9,905 | $300K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 9,625 | $294K |
| Ballentine Partners, LLC | 0.01% | New | 9,654 | $293K |
| Vontobel Holding Ltd. | 0.00% | Reduce -28.9% | 9,583 | $290K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.3% | 9,505 | $288K |
| Lifestyle Asset Management, Inc. | 0.16% | Reduce -16.0% | 9,482 | $287K |
| Becker Capital Management Inc. | 0.01% | No change | 9,381 | $287K |
| Townsquare Capital LLC | 0.00% | Reduce -1.8% | 9,311 | $282K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.1% | 9,245 | $280K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.6% | 9,230 | $280K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -84.0% | 9,210 | $279K |
| PFG Investments, LLC | 0.02% | Reduce -80.9% | 9,204 | $279K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.3% | 10,199 | $279K |
| Ameriflex Group, Inc. | 0.11% | No change | 9,175 | $278K |
| OneAscent Financial Services LLC | 0.02% | Reduce -30.1% | 9,124 | $276K |
| Heritage Family Offices, LLP | 0.14% | Reduce -34.6% | 9,080 | $275K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.8% | 9,048 | $274K |
| Gotham Asset Management | 0.00% | New | 9,026 | $273K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -53.6% | 8,975 | $272K |
| Brookstone Capital Management | 0.00% | New | 8,425 | $255K |
| S. R. Schill & Associates | 0.20% | No change | 8,339 | $253K |
| West Wealth Group, LLC | 0.07% | Add +0.8% | 8,168 | $251K |
| PEAK6 LLC | 0.01% | Reduce -70.3% | 8,163 | $247K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -1.7% | 8,077 | $245K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -13.4% | 8,068 | $244K |
| Corient Private Wealth LP | 0.00% | Reduce -24.2% | 8,033 | $243K |
| Nwam LLC | 0.02% | Add +0.1% | 8,011 | $243K |
| Atticus Wealth Management, LLC | 0.08% | No change | 7,811 | $237K |
| Petra Financial Advisors Inc. | 0.19% | Reduce -55.6% | 7,735 | $234K |
| Ethic Inc. | 0.00% | New | 7,611 | $234K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -8.1% | 7,613 | $231K |
| Vident Advisory, LLC | 0.00% | New | 7,497 | $227K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,440 | $225K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.2% | 7,359 | $223K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 7,355 | $223K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,350 | $223K |
| Elios Financial Group Inc. | 0.11% | Reduce -20.0% | 7,336 | $222K |
| Larson Financial Group LLC | 0.01% | Reduce -8.0% | 7,318 | $222K |
| J.Safra Asset Management Corp | 0.02% | Add +48.2% | 7,112 | $215K |
| Norinchukin Bank, The | 0.00% | New | 7,073 | $214K |
| A&I Financial Services, LLC | 0.14% | New | 6,985 | $212K |
| Assetmark, Inc. | 0.00% | Add +166.8% | 6,978 | $211K |
| Lion Street Advisors, LLC | 0.07% | Reduce -16.7% | 6,943 | $210K |
| KBC Group NV | 0.00% | No change | 6,916 | $210K |
| Nicolet Advisory Services, LLC | 0.02% | New | 7,243 | $210K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -43.3% | 6,565 | $210K |
| Jain Global LLC | 0.00% | Reduce -30.5% | 6,831 | $207K |
| Smith, Moore & Co. | 0.02% | New | 6,719 | $204K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -41.7% | 6,655 | $202K |
| Nova Wealth Management, Inc. | 0.16% | No change | 6,122 | $185K |
| Acadian Asset Management LLC | 0.00% | New | 6,130 | $185K |
| AdvisorNet Financial, Inc | 0.01% | Add +23.9% | 5,739 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2746.5% | 5,323 | $161K |
| Amalgamated Bank | 0.00% | Add +1.6% | 5,266 | $160K |
| Asset Dedication, LLC | 0.01% | No change | 5,141 | $156K |
| CX Institutional | 0.01% | New | 5,108 | $155K |
| Sound Income Strategies, LLC | 0.01% | Reduce -42.1% | 5,114 | $155K |
| US Bancorp \de | 0.00% | Add +1587.4% | 4,691 | $142K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.3% | 4,348 | $132K |
| Jones Financial Companies LLLP | 0.00% | Add +281.2% | 4,151 | $126K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.4% | 4,134 | $126K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +57.1% | 4,147 | $126K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 4,047 | $124K |
| SG Americas Securities, LLC | 0.00% | Reduce -41.0% | 3,884 | $118K |
| Creekmur Asset Management LLC | 0.02% | Add +86.8% | 3,882 | $118K |
| NFSG Corp | 0.03% | Reduce -26.6% | 3,423 | $104K |
| Meeder Asset Management Inc. | 0.01% | New | 3,209 | $97K |
| Promus Capital, LLC | 0.07% | No change | 3,009 | $91K |
| GF Fund Management Co. LTD. | 0.00% | Add +5.1% | 2,899 | $88K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.6% | 2,657 | $81K |
| Main Street Group, LTD | 0.03% | Add +177.9% | 2,537 | $77K |
| Franchise Capital Ltd | 0.04% | New | 2,475 | $75K |
| Garde Capital, Inc. | 0.00% | New | 2,316 | $70K |
| Lazard Asset Management LLC | 0.00% | Reduce -9.5% | 2,326 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 2,240 | $69K |
| Huntington National Bank | 0.00% | Add +197.3% | 2,233 | $68K |
| POM Investment Strategies, LLC | 0.07% | No change | 2,068 | $63K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -44.8% | 2,068 | $63K |
| ORG Partners LLC | 0.02% | No change | 2,000 | $62K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,012 | $61K |
| IFP Advisors, Inc | 0.00% | Reduce -57.7% | 1,981 | $60K |
| Rakuten Investment Management, Inc. | 0.00% | — | 1,891 | $58K |
| Kessler Investment Group, LLC | 0.03% | No change | 1,842 | $56K |
| Tidemark, LLC | 0.02% | No change | 1,704 | $52K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,626 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 1,595 | $48K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +206.2% | 1,442 | $44K |
| GAMMA Investing LLC | 0.00% | Add +42.2% | 1,405 | $43K |
| Tsfg, LLC | 0.01% | New | 1,366 | $41K |
| Decker Retirement Planning Inc. | 0.02% | No change | 1,288 | $39K |
| Fifth Third Bancorp | 0.00% | Reduce -8.1% | 1,252 | $38K |
| Continuum Advisory, LLC | 0.00% | New | 1,235 | $37K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 1,209 | $37K |
| Avalon Trust Co | 0.00% | New | 1,194 | $36K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $33K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -40.3% | 1,059 | $32K |
| Spirit of America Management Corp. | 0.01% | New | 1,000 | $30K |
| Principal Securities, Inc. | 0.00% | No change | 1,042 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +189.0% | 968 | $29K |
| Financial Avengers, Inc. | 0.01% | No change | 926 | $28K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.9% | 896 | $27K |
| Aventura Private Wealth, LLC | 0.01% | No change | 867 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 867 | $26K |
| Wolff Wiese Magana LLC | 0.02% | New | 832 | $25K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $24K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.9% | 701 | $21K |
| Optiver Holding B.V. | 0.00% | New | 697 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -16.5% | 661 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -27.6% | 654 | $20K |
| Transce3nd, LLC | 0.01% | Reduce -98.6% | 635 | $19K |
| Group One Trading LLC | 0.00% | Reduce -89.8% | 634 | $19K |
| von Borstel & Associates, Inc. | 0.01% | New | 594 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -27.4% | 579 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +1.6% | 572 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 563 | $17K |
| Mattson Financial Services, LLC | 0.00% | No change | 507 | $15K |
| Silicon Valley Capital Partners | 0.00% | Reduce -90.6% | 502 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 481 | $15K |
| Archer Investment Corp | 0.00% | No change | 465 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $13K |
| Quarry LP | 0.00% | New | 327 | $10K |
| Rise Advisors, LLC | 0.00% | New | 312 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 260 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 204 | $6K |
| Rothschild Investment LLC | 0.00% | Add +95.0% | 195 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 154 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +419.2% | 135 | $4K |
| Coldstream Capital Management Inc. | 0.00% | New | 125 | $4K |
| Quent Capital, LLC | 0.00% | New | 100 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 78 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 37 | $1K |
| Lanark Financial, Inc. | 0.00% | — | 36 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 33 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 30 | $909 |
| Stephens Consulting, LLC | 0.00% | New | 30 | $909 |
| Motco | 0.00% | New | 27 | $818 |
| Rialto Wealth Management, LLC | 0.00% | New | 17 | $516 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 17 | $515 |
| Lindbrook Capital, LLC | 0.00% | New | 11 | $333 |
| 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.