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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $63.7M |
| Exits | 48 | $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 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +8.8% | 115,552 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.5% | 112,874 | $4.1M |
| Duff & Phelps Investment Management Co. | 0.05% | New | 110,000 | $4.0M |
| Algert Global LLC | 0.08% | Reduce -12.4% | 107,822 | $4.0M |
| Knights of Columbus Asset Advisors LLC | 0.23% | New | 104,288 | $3.8M |
| Korea Investment CORP | 0.01% | New | 103,672 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +5.5% | 99,608 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -12.2% | 91,477 | $3.4M |
| Informed Momentum Co LLC | 0.50% | Reduce -23.6% | 90,734 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | Add +2.0% | 90,479 | $3.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -3.5% | 87,316 | $3.2M |
| WPG Advisers, LLC | 2.67% | Add +5.2% | 86,146 | $3.2M |
| Modern Wealth Management, LLC | 0.08% | Reduce -10.2% | 86,115 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.1% | 85,945 | $3.2M |
| Vestcor Inc | 0.09% | New | 85,050 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -6.5% | 84,846 | $3.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 83,175 | $3.1M |
| HighPoint Advisor Group LLC | 0.15% | Add +5.7% | 78,240 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Add +4.7% | 77,152 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 76,715 | $2.8M |
| Amundi | 0.00% | Reduce -12.4% | 77,504 | $2.8M |
| GPS Wealth Strategies Group, LLC | 0.32% | Add +2.7% | 74,884 | $2.8M |
| Intech Investment Management LLC | 0.02% | Reduce -20.6% | 72,012 | $2.6M |
| Harbour Capital Advisors, LLC | 0.55% | Add +116.1% | 72,120 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -29.1% | 67,700 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -33.0% | 64,923 | $2.4M |
| FJ Capital Management LLC | 0.25% | Add +9.3% | 62,994 | $2.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -3.8% | 63,985 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +44.2% | 60,987 | $2.2M |
| Dark Forest Capital Management LP | 0.09% | Reduce -12.3% | 60,039 | $2.2M |
| Allworth Financial LP | 0.01% | Add +192.6% | 56,767 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -2.5% | 52,620 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -59.9% | 51,573 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.0% | 51,051 | $1.9M |
| New York State Common Retirement Fund | 0.00% | Add +7.2% | 50,400 | $1.9M |
| Greenland Capital Management LP | 0.24% | Reduce -66.1% | 49,124 | $1.8M |
| Cosner Financial Group, LLC | 0.98% | Reduce -5.4% | 47,900 | $1.8M |
| Rik Saylor Financial, Inc. | 1.34% | Add +5.8% | 47,279 | $1.7M |
| Uniplan Investment Counsel, Inc. | 0.18% | Reduce -9.2% | 46,863 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +125.3% | 46,807 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +5.5% | 46,312 | $1.7M |
| Westpac Banking Corp. | 0.11% | Reduce -20.2% | 45,651 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Reduce -11.9% | 45,300 | $1.7M |
| Fred Alger Management, LLC | 0.01% | New | 44,144 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +8.4% | 43,650 | $1.6M |
| Atom Investors LP | 0.14% | New | 43,248 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +1.6% | 43,100 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +74.3% | 40,969 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +10.8% | 40,411 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.57% | Reduce -41.6% | 40,084 | $1.5M |
| AQR Capital Management | 0.00% | Add +58.6% | 40,078 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -4.8% | 35,983 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.8% | 37,847 | $1.4M |
| Creative Planning | 0.00% | Add +4.5% | 37,467 | $1.4M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -5.8% | 37,308 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +1488.2% | 36,942 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Add +3.4% | 36,907 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.8% | 35,989 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +16.6% | 34,967 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +9.9% | 33,961 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +11.9% | 33,000 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -0.8% | 32,666 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -32.3% | 32,285 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +35.2% | 31,583 | $1.2M |
| World Investment Advisors | 0.03% | Reduce -7.1% | 31,334 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.1% | 30,882 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 30,697 | $1.1M |
| Scotia Capital Inc. | 0.01% | Reduce -20.5% | 30,414 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +101.3% | 30,057 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.4% | 29,300 | $1.1M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -7.5% | 27,356 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -20.3% | 28,031 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -10.0% | 27,944 | $1.0M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -10.8% | 24,499 | $993K |
| Metis Global Partners, LLC | 0.03% | Add +36.1% | 26,391 | $970K |
| Engineers Gate Manager LP | 0.01% | New | 26,281 | $966K |
| Petra Financial Advisors Inc. | 0.60% | Add +233.0% | 25,761 | $946K |
| IFM Investors Pty Ltd | 0.01% | Reduce -16.4% | 25,533 | $938K |
| Summit Wealth Group LLC / Co. | 0.23% | — | 24,387 | $902K |
| Focus Partners Wealth | 0.00% | Reduce -5.1% | 24,487 | $900K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.9% | 24,268 | $892K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -32.8% | 23,772 | $873K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.8% | 23,748 | $873K |
| Focused Wealth Management, Inc | 0.11% | Add +0.1% | 23,722 | $872K |
| MML Investors Services, LLC | 0.00% | Add +7.6% | 23,684 | $870K |
| Cynosure Group, LLC | 0.10% | New | 23,202 | $852K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +454.4% | 22,989 | $845K |
| BNP Paribas Financial Markets | 0.00% | Add +148.9% | 22,520 | $827K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.0% | 22,473 | $826K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -87.0% | 22,000 | $808K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -7.5% | 21,827 | $802K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -34.0% | 21,480 | $789K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.3% | 21,473 | $789K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.6% | 21,128 | $776K |
| WINTON GROUP Ltd | 0.04% | New | 21,095 | $775K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -21.9% | 20,820 | $765K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -26.3% | 20,522 | $754K |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 20,512 | $754K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.9% | 20,074 | $738K |
| GAMCO Investors | 0.01% | No change | 20,000 | $735K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -21.0% | 19,779 | $727K |
| Cibc World Markets Corp. | 0.00% | Reduce -41.8% | 19,628 | $721K |
| AE Wealth Management LLC | 0.01% | Reduce -10.0% | 19,212 | $706K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.6% | 19,161 | $704K |
| Two Sigma Investments, LP | 0.00% | Reduce -81.4% | 19,069 | $701K |
| Militia Capital Partners, LP | 0.33% | Add +26.2% | 18,800 | $691K |
| Advisory Resource Group | 0.13% | Reduce -26.2% | 18,732 | $688K |
| Csenge Advisory Group | 0.04% | Reduce -14.9% | 19,499 | $681K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.3% | 18,302 | $677K |
| Seven Springs Wealth Group, LLC | 0.17% | Reduce -2.1% | 18,274 | $671K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -74.3% | 17,737 | $652K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -5.0% | 17,621 | $647K |
| Gallacher Capital Management LLC | 0.30% | New | 17,405 | $639K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 17,373 | $638K |
| Beacon Capital Management, LLC | 0.08% | Reduce -17.5% | 17,075 | $627K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.5% | 16,531 | $607K |
| Quantbot Technologies LP | 0.02% | Reduce -14.1% | 16,367 | $601K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.7% | 16,264 | $598K |
| Kingsview Wealth Management, LLC | 0.01% | Add +35.4% | 16,254 | $597K |
| Truist Financial Corp. | 0.00% | Add +11.9% | 15,913 | $585K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.4% | 15,783 | $580K |
| Accel Wealth Management | 0.19% | Add +37.3% | 15,781 | $580K |
| Spire Wealth Management | 0.02% | Add +33.1% | 15,648 | $575K |
| Nvest Financial, LLC | 0.30% | New | 15,536 | $571K |
| Sigma Planning Corp | 0.02% | Reduce -36.8% | 15,291 | $562K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -35.7% | 14,646 | $542K |
| Integrated Wealth Concepts LLC | 0.01% | Add +120.5% | 14,674 | $539K |
| CreativeOne Wealth, LLC | 0.01% | Add +18.4% | 14,528 | $534K |
| Trek Financial, LLC | 0.04% | Reduce -4.3% | 14,447 | $531K |
| Benjamin Edwards Inc. | 0.01% | Add +0.4% | 14,430 | $530K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.8% | 14,220 | $522K |
| Convergence Investment Partners, LLC | 0.13% | New | 14,189 | $521K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +30.6% | 13,911 | $511K |
| M&T Bank Corp | 0.00% | Add +4.9% | 13,754 | $506K |
| Cibc World Market Inc. | 0.00% | Reduce -1.0% | 13,710 | $504K |
| Arete Wealth Advisors, LLC | 0.04% | Add +46.2% | 13,465 | $495K |
| Peak Financial Advisors LLC | 0.25% | Reduce -48.1% | 13,039 | $479K |
| Selective Wealth Management, Inc. | 0.17% | No change | 13,128 | $473K |
| Foundations Investment Advisors, LLC | 0.01% | Add +59.3% | 12,852 | $472K |
| Gotham Asset Management | 0.00% | Add +42.4% | 12,851 | $472K |
| Castleview Partners, LLC | 0.30% | Reduce -1.6% | 12,828 | $471K |
| Accurate Wealth Management, LLC | 0.07% | No change | 12,980 | $470K |
| Squarepoint Ops LLC | 0.00% | New | 12,438 | $457K |
| Xponance LLC | 0.00% | Add +7.6% | 12,363 | $454K |
| Mackenzie Financial Corp. | 0.00% | Add +2.7% | 12,169 | $447K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -11.3% | 11,990 | $441K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.7% | 11,892 | $437K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -26.1% | 11,878 | $436K |
| HMS Capital Management, LLC | 0.19% | New | 11,713 | $430K |
| Anson Capital, Inc. | 0.34% | No change | 11,523 | $423K |
| Choreo, LLC | 0.01% | Reduce -1.3% | 11,427 | $423K |
| Bridgefront Capital, LLC | 0.11% | New | 11,461 | $421K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | No change | 11,438 | $420K |
| Mutual Advisors, LLC | 0.01% | Add +5.1% | 11,146 | $416K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.4% | 11,351 | $416K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +18.2% | 11,235 | $413K |
| HRC Wealth Management, LLC | 0.22% | No change | 11,142 | $409K |
| Ethic Inc. | 0.01% | Add +44.8% | 11,022 | $398K |
| Ballentine Partners, LLC | 0.01% | Add +11.3% | 10,745 | $395K |
| Balefire, LLC | 0.08% | New | 10,538 | $387K |
| RFG Advisory, LLC | 0.01% | Reduce -25.5% | 10,402 | $382K |
| Golden State Wealth Management, LLC | 0.05% | Add +0.2% | 10,346 | $380K |
| Inscription Capital, LLC | 0.05% | New | 9,981 | $367K |
| Fulcrum Equity Management | 0.37% | No change | 9,905 | $364K |
| Centiva Capital, LP | 0.02% | New | 9,873 | $363K |
| Panoramic Investment Advisors, LLC | 0.22% | Reduce -26.6% | 9,690 | $356K |
| World Equity Group, Inc. | 0.10% | New | 9,641 | $354K |
| Lifestyle Asset Management, Inc. | 0.16% | No change | 9,482 | $348K |
| SageView Advisory Group, LLC | 0.01% | Reduce -25.6% | 9,344 | $346K |
| Fiduciary Alliance LLC | 0.03% | Reduce -9.1% | 9,244 | $340K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -7.7% | 9,310 | $338K |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.5% | 9,147 | $336K |
| West Wealth Group, LLC | 0.08% | Add +1.4% | 8,285 | $329K |
| Corient Private Wealth LP | 0.00% | Add +10.9% | 8,909 | $327K |
| Soltis Investment Advisors LLC | 0.03% | Add +9.7% | 8,857 | $325K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.0% | 8,856 | $325K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.5% | 8,830 | $324K |
| Park Avenue Securities LLC | 0.00% | New | 8,642 | $318K |
| Investmark Advisory Group LLC | 0.14% | Reduce -25.8% | 8,396 | $308K |
| PFG Investments, LLC | 0.02% | Reduce -8.9% | 8,381 | $308K |
| S. R. Schill & Associates | 0.23% | No change | 8,339 | $306K |
| Zacks Investment Management | 0.00% | Reduce -61.1% | 7,877 | $289K |
| SG Americas Securities, LLC | 0.00% | Add +101.7% | 7,834 | $288K |
| Atticus Wealth Management, LLC | 0.08% | No change | 7,811 | $287K |
| Kovack Advisors, Inc. | 0.03% | New | 7,687 | $282K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 7,673 | $282K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 7,623 | $280K |
| Norinchukin Bank, The | 0.00% | Add +7.5% | 7,601 | $279K |
| J.Safra Asset Management Corp | 0.02% | Add +6.8% | 7,592 | $279K |
| Heritage Family Offices, LLP | 0.14% | No change | 9,080 | $276K |
| Capstone Investment Advisors, LLC | 0.00% | New | 7,500 | $276K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,440 | $273K |
| Lion Street Advisors, LLC | 0.08% | Add +6.2% | 7,373 | $271K |
| Onyx Bridge Wealth Group LLC | 0.04% | No change | 7,355 | $270K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,350 | $270K |
| International Assets Investment Management, LLC | 0.02% | New | 7,317 | $269K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -47.5% | 7,208 | $265K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,095 | $261K |
| A&I Financial Services, LLC | 0.14% | Reduce -2.0% | 6,847 | $252K |
| Smith, Moore & Co. | 0.02% | No change | 6,719 | $247K |
| Meeder Asset Management Inc. | 0.01% | Add +107.0% | 6,643 | $244K |
| Assetmark, Inc. | 0.00% | Reduce -5.7% | 6,583 | $242K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -15.3% | 6,133 | $239K |
| Secure Asset Management, LLC | 0.04% | New | 6,449 | $237K |
| ProVise Management Group, LLC | 0.02% | New | 6,298 | $231K |
| Beacon Financial Advisory LLC | 0.06% | New | 6,254 | $230K |
| Nova Wealth Management, Inc. | 0.17% | No change | 6,122 | $225K |
| Apriem Advisors | 0.02% | New | 6,038 | $222K |
| Highland Capital Management, LLC | 0.01% | New | 6,037 | $222K |
| Denver Wealth Management, Inc. | 0.09% | New | 5,815 | $214K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 5,735 | $211K |
| DAVENPORT & Co LLC | 0.00% | New | 5,674 | $208K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.5% | 5,653 | $208K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -52.4% | 5,630 | $207K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,625 | $207K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 5,555 | $204K |
| Vident Advisory, LLC | 0.00% | Reduce -26.0% | 5,549 | $204K |
| CX Institutional | 0.01% | Add +3.0% | 5,262 | $193K |
| Amalgamated Bank | 0.00% | No change | 5,266 | $193K |
| Centaurus Financial, Inc. | 0.01% | Add +18.6% | 5,157 | $189K |
| Asset Dedication, LLC | 0.01% | No change | 5,141 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 5,105 | $188K |
| KBC Group NV | 0.00% | Reduce -29.3% | 4,890 | $180K |
| Jones Financial Companies LLLP | 0.00% | Add +9.0% | 4,526 | $163K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -58.4% | 4,409 | $162K |
| Franchise Capital Ltd | 0.08% | Add +76.8% | 4,375 | $161K |
| Creekmur Asset Management LLC | 0.03% | No change | 3,882 | $143K |
| Larson Financial Group LLC | 0.01% | Reduce -50.7% | 3,606 | $132K |
| Grove Bank & Trust | 0.02% | New | 3,542 | $130K |
| NFSG Corp | 0.02% | No change | 3,423 | $126K |
| Creative Financial Designs Inc. | 0.01% | Reduce -75.6% | 3,332 | $122K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -19.3% | 3,267 | $121K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -20.5% | 3,287 | $121K |
| FIL Ltd | 0.00% | New | 3,251 | $119K |
| Promus Capital, LLC | 0.07% | No change | 3,009 | $111K |
| IFP Advisors, Inc | 0.00% | Reduce -2.2% | 1,938 | $107K |
| Sterling Capital Management LLC | 0.00% | Add +9.7% | 2,915 | $107K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -3.5% | 2,799 | $103K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.6% | 2,477 | $91K |
| Tidemark, LLC | 0.03% | Add +37.6% | 2,345 | $86K |
| Garde Capital, Inc. | 0.00% | No change | 2,316 | $85K |
| Huntington National Bank | 0.00% | No change | 2,233 | $82K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 2,133 | $78K |
| POM Investment Strategies, LLC | 0.05% | No change | 2,068 | $76K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,012 | $74K |
| Kessler Investment Group, LLC | 0.03% | No change | 1,842 | $68K |
| Kelly Financial Group LLC | 0.02% | New | 14,373 | $66K |
| GAMMA Investing LLC | 0.00% | Add +22.1% | 1,716 | $63K |
| State of Wyoming | 0.01% | New | 1,648 | $61K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,626 | $60K |
| Sound Income Strategies, LLC | 0.00% | Reduce -68.5% | 1,610 | $59K |
| North Star Investment Management Corp. | 0.00% | No change | 1,595 | $59K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -0.7% | 1,432 | $53K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,341 | $49K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,288 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 1,252 | $46K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 1,219 | $45K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $39K |
| Main Street Group, LTD | 0.01% | Reduce -59.4% | 1,029 | $38K |
| United Community Bank | 0.01% | New | 1,021 | $38K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.6% | 1,003 | $37K |
| Spirit of America Management Corp. | 0.01% | No change | 1,000 | $37K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 936 | $34K |
| Financial Avengers, Inc. | 0.02% | No change | 926 | $34K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -14.0% | 911 | $33K |
| New England Capital Financial Advisors LLC | 0.02% | Add +0.8% | 903 | $33K |
| Signaturefd, LLC | 0.00% | Add +36.3% | 901 | $33K |
| Total Investment Management Inc. | 0.00% | New | 884 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 870 | $32K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $31K |
| Wolff Wiese Magana LLC | 0.02% | No change | 832 | $31K |
| Principal Securities, Inc. | 0.00% | Reduce -20.9% | 824 | $30K |
| Arax Advisory Partners | 0.00% | New | 788 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -93.0% | 719 | $26K |
| Transce3nd, LLC | 0.01% | No change | 635 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.0% | 628 | $23K |
| US Bancorp \de | 0.00% | Reduce -87.5% | 587 | $22K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -71.7% | 585 | $21K |
| Ameriflex Group, Inc. | 0.01% | Reduce -93.6% | 588 | $21K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 563 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.6% | 563 | $21K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 529 | $19K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 506 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 481 | $18K |
| Archer Investment Corp | 0.00% | No change | 465 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $16K |
| Optiver Holding B.V. | 0.00% | Reduce -48.9% | 356 | $13K |
| CI Investments Inc. | 0.00% | New | 367 | $13K |
| Rise Advisors, LLC | 0.01% | Add +11.2% | 347 | $13K |
| Covestor Ltd | 0.01% | Add +5500.0% | 336 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 317 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 289 | $11K |
| National Bank of Canada | 0.00% | New | 286 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.8% | 275 | $10K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 260 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -7.7% | 240 | $9K |
| Whittier Trust Co. | 0.00% | New | 206 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 157 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 154 | $6K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 122 | $4K |
| High Note Wealth, LLC | 0.00% | New | 103 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.9% | 75 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 40 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 33 | $1K |
| Stephens Consulting, LLC | 0.00% | No change | 30 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 30 | $1K |
| Motco | 0.00% | No change | 27 | $1K |
| Lanark Financial, Inc. | 0.00% | Add +22.2% | 44 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 20 | $735 |
| Parallel Advisors, LLC | 0.00% | Reduce -85.2% | 20 | $735 |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $625 |
| GeoWealth Management, LLC | 0.00% | New | 13 | $478 |
| Armstrong Advisory Group, Inc. | 0.00% | New | 11 | $405 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $162 |
| Summit Securities Group LLC | 0.00% | New | 1 | $37 |
| Truvestments Capital LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.