American Healthcare REITAHR

13F holders, Q2 2025 (June 30)
416holders +19
67new positions
48sold out
7famous investors
$36.79avg. 13F price*

At the end of Q2 2025, 416 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 19 from Q1 2025. 67 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($842.0M), BlackRock, Inc. ($654.7M) and Wellington Management Group LLP ($364.5M). 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 Steve Cohen (0.0% of Point72 Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions67$63.7M
Exits48$78.6M

All 13F filers, Q1 2025 → Q2 2025: 21,249,366 shares bought and 12,484,375 shares sold, net +8,764,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 416 holders

Vanguard Group Inc. 0.01% Add +21.9% 22,917,930 $842.0M
BlackRock, Inc. 0.01% Add +20.0% 17,818,700 $654.7M
Wellington Management Group LLP 0.07% Add +10.7% 9,920,554 $364.5M
Principal Financial Group Inc. 0.19% Reduce -20.9% 9,788,759 $359.6M
State Street Corp. 0.01% Add +6.5% 6,902,944 $255.3M
Invesco Ltd. 0.04% Add +15.9% 5,820,530 $213.8M
Alliancebernstein L.P. 0.06% Add +16.7% 5,318,866 $195.4M
Geode Capital Management, LLC 0.01% Add +20.5% 4,578,867 $174.9M
Centersquare Investment Management LLC 1.29% Reduce -4.0% 3,396,303 $124.8M
Deutsche Bank AG 0.04% Reduce -11.4% 3,190,159 $117.2M
FMR LLC 0.01% Add +42.5% 2,849,132 $104.7M
Prudential Financial Inc. 0.13% Add +5.5% 2,732,663 $100.4M
American Century Companies Inc. 0.05% Add +103.6% 2,556,000 $93.9M
Charles Schwab Investment Management Inc. 0.02% Add +8.9% 2,433,625 $89.4M
GRS Advisors, LLC 6.46% Add +43.4% 1,828,328 $67.2M
Nuveen, LLC 0.02% Reduce -22.9% 1,731,926 $63.6M
Northern Trust Corp. 0.01% Reduce -1.0% 1,679,534 $61.7M
Russell Investments Group, Ltd. 0.07% Reduce -1.4% 1,557,518 $57.2M
Bank of America Corp. 0.00% Add +33.5% 1,435,651 $52.7M
Macquarie Group Ltd. 0.06% Reduce -29.1% 1,357,676 $49.9M
Aberdeen Group plc 0.08% Add +58.6% 1,337,748 $49.1M
Morgan Stanley 0.00% Add +11.0% 1,234,065 $45.3M
Commonwealth Equity Services, LLC 0.06% Reduce -9.7% 1,156,177 $42.5M
Land & Buildings Investment Management, LLC 7.91% Reduce -5.9% 1,079,153 $39.6M
Adage Capital Partners Gp, L.L.C. 0.07% Add +1.9% 1,070,000 $39.3M
T. Rowe Price Associates Inc. 0.00% Add +753.1% 984,423 $36.2M
Legal & General Group Plc 0.01% Add +3.2% 914,367 $33.6M
Voloridge Investment Management, LLC 0.12% Reduce -9.1% 893,651 $32.8M
Qube Research & Technologies Ltd 0.04% Add +54.9% 859,030 $31.6M
Renaissance Technologies 0.04% Add +64.6% 821,600 $30.2M
Bank of New York Mellon Corp 0.01% Add +11.7% 805,799 $29.6M
LPL Financial LLC 0.01% Add +5.0% 801,909 $29.5M
Federated Hermes, Inc. 0.05% Add +6.5% 707,237 $26.0M
Norges Bank 0.00% Add +0.6% 688,357 $25.3M
Neuberger Berman Group LLC 0.02% Add +3.2% 661,406 $24.3M
Westwood Holdings Group Inc. 0.16% Add +3949.3% 582,530 $21.4M
Dimensional Fund Advisors LP 0.00% Add +1721.3% 534,637 $19.6M
Goldman Sachs Group Inc. 0.00% Add +27.0% 472,862 $17.4M
CBRE Investment Management Listed Real Assets LLC 0.26% Reduce -67.7% 471,354 $17.3M
Brookfield Corp 0.02% Reduce -46.1% 456,423 $16.8M
Waterfront Capital Partners, LLC 4.10% Reduce -42.6% 449,619 $16.5M
JPMorgan Chase & Co. 0.00% Add +5.0% 449,443 $16.5M
Sei Investments Co. 0.02% Reduce -12.2% 432,336 $15.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -4.7% 420,977 $15.5M
Kestra Advisory Services, LLC 0.07% Add +0.2% 379,415 $13.9M
Millennium Management 0.01% Reduce -34.0% 377,686 $13.9M
Hudson Bay Capital Management LP 0.10% Reduce -60.0% 375,101 $13.8M
First Trust Advisors LP 0.01% Add +155.7% 363,608 $13.4M
Chilton Capital Management LLC 0.48% Add +35.4% 357,968 $13.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% Add +0.7% 359,700 $13.2M
Barclays PLC 0.01% Add +51.8% 358,122 $13.2M
Victory Capital Management Inc. 0.01% Add +1730.1% 344,686 $12.7M
Daiwa Securities Group Inc. 0.05% Add +5.5% 341,602 $12.6M
Mutual of America Capital Management LLC 0.13% Reduce -2.8% 331,535 $12.2M
Envestnet Asset Management Inc. 0.00% Add +5.0% 318,097 $11.7M
Boothbay Fund Management, LLC 0.36% Add +29.3% 308,575 $11.3M
Swiss National Bank 0.01% Add +2.3% 303,300 $11.1M
APG Asset Management US Inc. 0.08% No change 292,952 $10.6M
Aptus Capital Advisors, LLC 0.10% Add +9.7% 284,467 $10.5M
Rhumbline Advisers 0.01% Add +9.4% 273,447 $10.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -16.5% 272,863 $10.0M
Ghisallo Capital Management LLC 0.26% Reduce -50.0% 262,500 $9.6M
Osaic Holdings, Inc. 0.02% Reduce -4.1% 259,649 $9.5M
Kennedy Capital Management LLC 0.23% Add +813.3% 257,344 $9.5M
CANADA LIFE ASSURANCE Co 0.01% Add +13.8% 249,935 $9.2M
STRS Ohio 0.03% Reduce -41.4% 236,700 $8.7M
Franklin Resources Inc. 0.00% Add +44.3% 236,110 $8.7M
Public Employees Retirement System of Ohio 0.03% Add +7.4% 231,343 $8.5M
Asset Management One Co., Ltd. 0.03% Reduce -3.7% 225,916 $8.3M
Nomura Asset Management Co. Ltd. 0.02% Add +4.6% 224,520 $8.2M
Global IMC LLC 2.11% Reduce -0.2% 222,038 $8.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.22% Reduce -1.1% 209,419 $7.7M
Baron Capital (BAMCO) 0.02% Reduce -3.7% 200,144 $7.4M
UBS Group AG 0.00% Reduce -23.8% 200,019 $7.3M
State of New Jersey Common Pension Fund D 0.03% Reduce -5.6% 199,951 $7.3M
Susquehanna International Group, LLP 0.01% Reduce -14.3% 192,368 $7.1M
Royal Bank of Canada 0.00% Add +11.3% 190,975 $7.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -11.8% 184,462 $6.8M
Cwm, LLC 0.02% Reduce -0.6% 180,362 $6.6M
State of Wisconsin Investment Board 0.02% Reduce -1.5% 175,402 $6.4M
Cetera Investment Advisers 0.01% Reduce -11.2% 174,413 $6.4M
Merit Financial Group, LLC 0.07% Reduce -1.7% 172,783 $6.3M
Wells Fargo & Company 0.00% Reduce -5.0% 171,906 $6.3M
Citigroup Inc. 0.00% Add +3.7% 168,423 $6.2M
Anchor Capital Advisors LLC 0.18% Reduce -1.4% 167,065 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -82.0% 166,953 $6.1M
Verition Fund Management LLC 0.04% New 165,613 $6.1M
Governors Lane LP 0.84% New 165,035 $6.1M
Capital Fund Management S.A. 0.07% New 164,172 $6.0M
Point72 Asset Management 0.01% New 162,621 $6.0M
Hilton Capital Management, LLC 0.46% Reduce -1.5% 156,586 $5.8M
Susquehanna Fundamental Investments, LLC 0.15% Reduce -42.5% 156,239 $5.7M
HSBC Holdings PLC 0.00% Add +6.3% 152,119 $5.6M
Clarion Wealth Managment Partners, LLC 6.04% — 149,968 $5.5M
Marshall Wace, LLP 0.01% New 147,800 $5.4M
California State Teachers Retirement System 0.01% Add +0.3% 140,769 $5.2M
Independent Financial Group, LLC 0.14% Reduce -27.3% 136,318 $5.0M
Employees Retirement System of Texas 0.05% Reduce -11.1% 135,580 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -9.4% 132,131 $4.9M
Raymond James Financial Inc. 0.00% Reduce -19.9% 119,754 $4.4M

"% 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 416 holders