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
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.