American Healthcare REITAHR
13F holders, Q3 2025 (September 30)450holders +34
74new positions
41sold out
8famous investors
$42.09avg. 13F price*
At the end of Q3 2025, 450 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 34 from Q2 2025. 74 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($988.5M), BlackRock, Inc. ($776.1M) and Principal Financial Group Inc. ($375.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).
- Company
- American Healthcare REIT Inc.
- CUSIP
- 398182303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $74.8M |
| Exits | 41 | $36.5M |
All 13F filers, Q2 2025 → Q3 2025: 13,866,168 shares bought and 9,496,066 shares sold, net +4,370,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Vanguard Group Inc. | 0.01% | Add +2.7% | 23,529,739 | $988.5M |
| BlackRock, Inc. | 0.01% | Add +3.7% | 18,473,785 | $776.1M |
| Principal Financial Group Inc. | 0.19% | Reduce -8.8% | 8,931,341 | $375.2M |
| Wellington Management Group LLP | 0.06% | Reduce -12.7% | 8,658,610 | $363.7M |
| State Street Corp. | 0.01% | Reduce -0.4% | 6,877,047 | $290.6M |
| Invesco Ltd. | 0.04% | Reduce -8.0% | 5,354,549 | $224.9M |
| Geode Capital Management, LLC | 0.01% | Add +6.4% | 4,871,837 | $214.6M |
| Alliancebernstein L.P. | 0.06% | Reduce -8.6% | 4,859,433 | $204.1M |
| Prudential Financial Inc. | 0.20% | Add +48.9% | 4,068,840 | $170.9M |
| FMR LLC | 0.01% | Add +24.8% | 3,554,479 | $149.3M |
| Centersquare Investment Management LLC | 1.31% | Reduce -8.6% | 3,102,843 | $130.4M |
| American Century Companies Inc. | 0.06% | Add +11.1% | 2,838,692 | $119.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +9.0% | 2,653,606 | $111.5M |
| Deutsche Bank AG | 0.03% | Reduce -25.5% | 2,376,546 | $99.8M |
| Bank of America Corp. | 0.01% | Add +48.1% | 2,126,849 | $89.3M |
| Northern Trust Corp. | 0.01% | Reduce -1.3% | 1,658,029 | $69.7M |
| Nuveen, LLC | 0.02% | Reduce -7.7% | 1,599,349 | $67.2M |
| GRS Advisors, LLC | 5.82% | Reduce -19.0% | 1,480,722 | $62.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +173.0% | 1,459,471 | $61.3M |
| Qube Research & Technologies Ltd | 0.08% | Add +60.4% | 1,377,697 | $57.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.79% | Add +178.8% | 1,314,139 | $55.2M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -15.9% | 1,309,867 | $55.0M |
| Morgan Stanley | 0.00% | Add +5.1% | 1,296,637 | $54.5M |
| Land & Buildings Investment Management, LLC | 8.88% | Add +6.8% | 1,151,953 | $48.4M |
| Bank of New York Mellon Corp | 0.01% | Add +40.6% | 1,133,331 | $47.6M |
| Federated Hermes, Inc. | 0.08% | Add +57.2% | 1,111,863 | $46.7M |
| Aberdeen Group plc | 0.07% | Reduce -19.6% | 1,075,176 | $44.9M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -4.2% | 1,025,000 | $43.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 999,118 | $42.0M |
| Macquarie Group Ltd. | 0.05% | Reduce -28.1% | 976,114 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -19.2% | 934,276 | $39.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +404.1% | 841,607 | $35.4M |
| Legal & General Group Plc | 0.01% | Reduce -10.0% | 823,266 | $34.6M |
| Hudson Bay Capital Management LP | 0.24% | Add +118.7% | 820,223 | $34.5M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -8.6% | 816,539 | $34.3M |
| LPL Financial LLC | 0.01% | Reduce -5.4% | 758,793 | $31.9M |
| Renaissance Technologies | 0.04% | Reduce -11.5% | 726,931 | $30.5M |
| Jane Street Group, LLC | 0.03% | New | 624,358 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.9% | 543,157 | $22.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -18.2% | 541,032 | $22.7M |
| Westwood Holdings Group Inc. | 0.16% | Reduce -10.8% | 519,370 | $21.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +2573.9% | 474,279 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 468,716 | $19.7M |
| Sei Investments Co. | 0.02% | Reduce -0.7% | 429,536 | $18.0M |
| Daiwa Securities Group Inc. | 0.06% | Add +22.7% | 419,090 | $17.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -0.8% | 417,477 | $17.5M |
| UBS Group AG | 0.00% | Add +104.6% | 409,220 | $17.2M |
| Algert Global LLC | 0.29% | Add +277.4% | 406,897 | $17.1M |
| First Trust Advisors LP | 0.01% | Add +10.5% | 401,932 | $16.9M |
| Brookfield Corp | 0.02% | Reduce -15.8% | 384,498 | $16.2M |
| Korea Investment CORP | 0.03% | Add +247.3% | 360,101 | $15.1M |
| Chilton Capital Management LLC | 0.50% | Reduce -1.8% | 351,670 | $14.9M |
| Kennedy Capital Management LLC | 0.32% | Add +32.8% | 341,778 | $14.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.2% | 333,677 | $14.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Reduce -7.8% | 331,600 | $13.9M |
| Aptus Capital Advisors, LLC | 0.13% | Add +15.1% | 327,319 | $13.8M |
| Barclays PLC | 0.00% | Reduce -13.3% | 310,397 | $13.0M |
| Swiss National Bank | 0.01% | Add +1.9% | 309,100 | $13.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +270.7% | 308,320 | $13.0M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -9.1% | 301,242 | $12.7M |
| APG Asset Management US Inc. | 0.09% | No change | 292,952 | $12.3M |
| Point72 Asset Management | 0.03% | Add +77.1% | 287,940 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.7% | 280,774 | $11.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +10.3% | 275,771 | $11.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -29.1% | 269,017 | $11.3M |
| Boothbay Fund Management, LLC | 0.30% | Reduce -13.2% | 267,973 | $11.3M |
| Allianz Asset Management GmbH | 0.01% | Add +188.7% | 261,188 | $11.0M |
| Rhumbline Advisers | 0.01% | Reduce -6.8% | 254,716 | $10.7M |
| Duff & Phelps Investment Management Co. | 0.12% | Add +129.4% | 252,400 | $10.6M |
| Asset Management One Co., Ltd. | 0.03% | Add +11.2% | 251,195 | $10.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +9.5% | 245,809 | $10.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -9.9% | 245,732 | $10.3M |
| California Public Employees Retirement System | 0.01% | New | 244,541 | $10.3M |
| Public Employees Retirement System of Ohio | 0.03% | Add +4.9% | 242,626 | $10.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.4% | 224,870 | $9.6M |
| STRS Ohio | 0.03% | Reduce -8.0% | 217,700 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +23.9% | 216,046 | $9.1M |
| Franklin Resources Inc. | 0.00% | Reduce -9.0% | 214,807 | $9.0M |
| HSBC Holdings PLC | 0.01% | Add +40.3% | 213,418 | $9.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.23% | Reduce -0.9% | 207,442 | $8.7M |
| Baron Capital (BAMCO) | 0.02% | No change | 200,144 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 199,782 | $8.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -3.0% | 193,948 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +11.5% | 191,722 | $8.1M |
| State of Wisconsin Investment Board | 0.02% | Add +4.0% | 182,507 | $7.7M |
| Millennium Management | 0.01% | Reduce -52.2% | 180,688 | $7.6M |
| Waterfront Capital Partners, LLC | 4.94% | Reduce -60.0% | 179,650 | $7.5M |
| Lighthouse Investment Partners, LLC | 0.27% | New | 178,100 | $7.5M |
| Merit Financial Group, LLC | 0.07% | Add +1.3% | 175,102 | $7.4M |
| Verition Fund Management LLC | 0.04% | Add +4.4% | 172,926 | $7.3M |
| Anchor Capital Advisors LLC | 0.20% | Reduce -0.1% | 166,957 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -10.4% | 165,360 | $6.9M |
| Clarion Wealth Managment Partners, LLC | 6.69% | Add +7.7% | 161,479 | $6.8M |
| California State Teachers Retirement System | 0.01% | Add +7.2% | 150,854 | $6.3M |
| Ghisallo Capital Management LLC | 0.21% | Reduce -42.9% | 150,000 | $6.3M |
| Independent Financial Group, LLC | 0.13% | Reduce -2.3% | 133,244 | $5.6M |
| Knights of Columbus Asset Advisors LLC | 0.32% | Add +27.6% | 133,028 | $5.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +10.7% | 127,920 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +4.7% | 125,351 | $5.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +36.5% | 124,877 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 121,648 | $5.1M |
| Capital Fund Management S.A. | 0.05% | Reduce -27.5% | 119,034 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.9% | 115,052 | $4.8M |
| Informed Momentum Co LLC | 0.54% | Add +26.2% | 114,526 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -35.5% | 108,560 | $4.6M |
| Vestcor Inc | 0.13% | Add +25.5% | 106,709 | $4.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.4% | 98,197 | $4.1M |
| Greenland Capital Management LP | 0.62% | Add +85.3% | 91,000 | $3.8M |
| Hilton Capital Management, LLC | 0.30% | Reduce -43.1% | 89,052 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 82,327 | $3.5M |
| Modern Wealth Management, LLC | 0.07% | Reduce -6.7% | 80,392 | $3.4M |
| Amundi | 0.00% | Add +6.2% | 82,304 | $3.4M |
| FJ Capital Management LLC | 0.35% | Add +23.6% | 77,881 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.0% | 77,178 | $3.2M |
| GPS Wealth Strategies Group, LLC | 0.34% | Add +3.0% | 77,143 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -57.5% | 76,700 | $3.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +16.3% | 74,381 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -15.3% | 74,003 | $3.1M |
| Harbour Capital Advisors, LLC | 0.62% | Add +2.6% | 74,015 | $3.0M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -9.2% | 71,040 | $3.0M |
| Janus Henderson Group PLC | 0.00% | Add +4.7% | 70,896 | $3.0M |
| Credit Agricole S A | 0.01% | — | 69,109 | $2.9M |
| Magnetar Financial LLC | 0.02% | New | 66,514 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -23.0% | 65,354 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -15.6% | 64,715 | $2.7M |
| Jain Global LLC | 0.04% | New | 64,261 | $2.7M |
| Intech Investment Management LLC | 0.02% | Reduce -14.5% | 61,575 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Add +645.0% | 58,363 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -11.0% | 57,795 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -5.3% | 57,777 | $2.4M |
| Fred Alger Management, LLC | 0.01% | Add +23.5% | 54,526 | $2.3M |
| XTX Topco Ltd | 0.12% | New | 54,103 | $2.3M |
| A4 Wealth Advisors LLC | 1.88% | — | 53,106 | $2.2M |
| AQR Capital Management | 0.00% | Add +32.4% | 53,066 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.3% | 51,695 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -3.2% | 50,926 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +8.3% | 50,712 | $2.1M |
| New York State Common Retirement Fund | 0.00% | No change | 50,400 | $2.1M |
| Engineers Gate Manager LP | 0.02% | Add +90.5% | 50,061 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | New | 49,065 | $2.1M |
| Rik Saylor Financial, Inc. | 1.45% | Add +0.1% | 47,309 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 47,197 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +108.3% | 46,916 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +61.6% | 47,359 | $1.9M |
| Uniplan Investment Counsel, Inc. | 0.20% | Reduce -1.5% | 46,155 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -12.1% | 45,317 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 45,300 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | Add +4.9% | 45,200 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.7% | 44,516 | $1.9M |
| Westpac Banking Corp. | 0.11% | Reduce -3.9% | 43,856 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +5.0% | 43,035 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -27.0% | 41,438 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +9.3% | 40,364 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.61% | Add +0.0% | 40,093 | $1.7M |
| First American Bank | 0.11% | New | 40,023 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +40.8% | 39,354 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +30.7% | 39,284 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Add +10.8% | 38,749 | $1.6M |
| Creative Planning | 0.00% | Add +1.4% | 38,007 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +0.4% | 37,046 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -5.5% | 34,016 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +8.8% | 36,968 | $1.6M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.3% | 36,820 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +18.9% | 36,494 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Add +36.2% | 35,956 | $1.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.01% | New | 34,911 | $1.5M |
| Mariner, LLC | 0.00% | Add +7.6% | 34,752 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Reduce -14.6% | 34,524 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.9% | 33,300 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +5.7% | 32,643 | $1.4M |
| Fortis Group Advisors, LLC | 0.21% | Add +0.8% | 27,565 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -33.0% | 29,225 | $1.2M |
| American Trust | 0.10% | New | 28,489 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -16.6% | 27,239 | $1.1M |
| Twinbeech Capital LP | 0.04% | New | 27,048 | $1.1M |
| Scotia Capital Inc. | 0.00% | Reduce -11.3% | 26,978 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +7.8% | 26,397 | $1.1M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -1.2% | 24,210 | $1.1M |
| Petra Financial Advisors Inc. | 0.64% | Add +1.8% | 26,226 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -17.8% | 25,958 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Add +0.5% | 25,663 | $1.1M |
| Bridgefront Capital, LLC | 0.31% | Add +121.9% | 25,429 | $1.1M |
| Erste Asset Management GmbH | 0.01% | New | 25,400 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +31.1% | 24,995 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.5% | 24,579 | $1.0M |
| WPG Advisers, LLC | 0.80% | Reduce -71.5% | 24,573 | $1.0M |
| Focused Wealth Management, Inc | 0.11% | Add +2.8% | 24,379 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -15.8% | 23,614 | $999K |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 23,577 | $990K |
| Cynosure Group, LLC | 0.11% | No change | 23,202 | $975K |
| WCG Wealth Advisors LLC | 0.06% | Add +29.6% | 22,841 | $960K |
| Farther Finance Advisors, LLC | 0.01% | Add +815.8% | 22,684 | $953K |
| Thrivent Financial for Lutherans | 0.00% | New | 22,475 | $944K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 22,000 | $924K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.1% | 21,804 | $916K |
| Truist Financial Corp. | 0.00% | Add +35.8% | 21,615 | $908K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -9.3% | 21,558 | $906K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.3% | 21,426 | $900K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.3% | 20,833 | $875K |
| Strategic Blueprint, LLC | 0.04% | Add +0.1% | 20,090 | $844K |
| GAMCO Investors | 0.01% | No change | 20,000 | $840K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.1% | 19,765 | $830K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.8% | 19,702 | $828K |
| Marshall Wace, LLP | 0.00% | Reduce -86.7% | 19,696 | $827K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -4.2% | 19,668 | $826K |
| Militia Capital Partners, LP | 0.37% | Add +1.6% | 19,100 | $802K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -8.6% | 19,031 | $799K |
| Gallacher Capital Management LLC | 0.31% | Add +8.7% | 18,924 | $795K |
| Advisory Resource Group | 0.14% | Reduce -0.9% | 18,563 | $780K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.6% | 18,448 | $775K |
| Cresset Asset Management, LLC | 0.00% | No change | 18,302 | $773K |
| Captrust Financial Advisors | 0.00% | Reduce -14.6% | 17,512 | $736K |
| Brevan Howard Capital Management LP | 0.01% | New | 17,128 | $720K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.1% | 17,041 | $716K |
| Citadel Advisors | 0.00% | New | 16,994 | $714K |
| CIBC Bancorp USA Inc. | 0.00% | — | 16,981 | $713K |
| AE Wealth Management LLC | 0.00% | Reduce -13.9% | 16,541 | $695K |
| Convergence Investment Partners, LLC | 0.15% | Add +14.8% | 16,292 | $684K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.1% | 16,273 | $684K |
| Spire Wealth Management | 0.02% | Add +1.3% | 15,848 | $666K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.3% | 15,740 | $661K |
| Sheets Smith Investment Management | 0.42% | New | 15,432 | $648K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,984 | $640K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -13.5% | 15,028 | $631K |
| Dark Forest Capital Management LP | 0.02% | Reduce -75.1% | 14,937 | $628K |
| Empower Advisory Group, LLC | 0.00% | Reduce -29.4% | 14,913 | $626K |
| Florida Financial Advisors, LLC | 0.19% | New | 14,827 | $623K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +4.2% | 14,499 | $609K |
| Sigma Planning Corp | 0.02% | Reduce -6.3% | 14,330 | $602K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.4% | 14,272 | $600K |
| Beacon Capital Management, LLC | 0.08% | Reduce -19.9% | 13,671 | $574K |
| Trek Financial, LLC | 0.03% | Reduce -5.5% | 13,657 | $574K |
| Accel Wealth Management | 0.16% | Reduce -15.0% | 13,412 | $563K |
| AlphaQuest LLC | 0.04% | New | 13,406 | $563K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -18.2% | 13,309 | $559K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +18.4% | 13,301 | $559K |
| Peak Financial Advisors LLC | 0.26% | Reduce -0.4% | 12,987 | $546K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -4.3% | 12,889 | $541K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.4% | 12,875 | $541K |
| Selective Wealth Management, Inc. | 0.17% | No change | 13,128 | $539K |
| Gotham Asset Management | 0.00% | Reduce -1.5% | 12,664 | $532K |
| Concorde Asset Management, LLC | 0.22% | — | 12,898 | $531K |
| Mackenzie Financial Corp. | 0.00% | Add +3.5% | 12,591 | $529K |
| Xponance LLC | 0.00% | Add +1.2% | 12,514 | $526K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -4.5% | 12,401 | $515K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.3% | 12,149 | $510K |
| Cambridge Financial Group, LLC | 0.16% | New | 11,993 | $504K |
| Summit Wealth Group LLC / Co. | 0.05% | Reduce -89.9% | 2,465 | $502K |
| Harbour Investments, Inc. | 0.01% | No change | 11,892 | $500K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -2.1% | 11,738 | $493K |
| Nvest Financial, LLC | 0.28% | Reduce -25.2% | 11,626 | $488K |
| Quantbot Technologies LP | 0.01% | Reduce -29.3% | 11,566 | $486K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +101.6% | 11,340 | $476K |
| HMS Capital Management, LLC | 0.20% | Reduce -3.4% | 11,310 | $475K |
| HRC Wealth Management, LLC | 0.22% | Reduce -1.6% | 10,965 | $461K |
| Ballentine Partners, LLC | 0.01% | Add +0.5% | 10,795 | $453K |
| Beacon Financial Advisory LLC | 0.10% | Add +72.5% | 10,788 | $453K |
| World Equity Group, Inc. | 0.10% | Add +5.6% | 10,179 | $428K |
| RFG Advisory, LLC | 0.01% | Reduce -4.6% | 9,924 | $417K |
| Fulcrum Equity Management | 0.42% | No change | 9,905 | $416K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -5.3% | 9,803 | $412K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.3% | 9,734 | $409K |
| Csenge Advisory Group | 0.02% | Reduce -50.3% | 9,684 | $407K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -55.0% | 9,674 | $406K |
| Castleview Partners, LLC | 0.22% | Reduce -25.0% | 9,619 | $404K |
| Lifestyle Asset Management, Inc. | 0.14% | No change | 9,482 | $398K |
| SageView Advisory Group, LLC | 0.01% | No change | 9,344 | $393K |
| Medallion Wealth Advisors, LLC | 0.14% | Add +0.1% | 9,317 | $391K |
| Ethic Inc. | 0.01% | Reduce -16.5% | 9,202 | $387K |
| Octavia Wealth Advisors, LLC | 0.04% | New | 9,145 | $386K |
| Inscription Capital, LLC | 0.04% | Reduce -8.2% | 9,159 | $385K |
| Jones Financial Companies LLLP | 0.00% | Add +101.0% | 9,098 | $383K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 8,872 | $373K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.1% | 8,866 | $372K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 8,842 | $371K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +18.3% | 8,697 | $365K |
| Panoramic Investment Advisors, LLC | 0.21% | Reduce -10.3% | 8,692 | $365K |
| Rakuten Investment Management, Inc. | 0.00% | — | 2,495 | $361K |
| Warwick Investment Management, Inc. | 0.06% | New | 8,429 | $354K |
| West Wealth Group, LLC | 0.08% | No change | 8,285 | $354K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +9.8% | 8,425 | $354K |
| Heritage Family Offices, LLP | 0.16% | Reduce -7.5% | 8,402 | $353K |
| S. R. Schill & Associates | 0.25% | No change | 8,339 | $350K |
| MQS Management LLC | 0.20% | New | 8,249 | $347K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.6% | 8,157 | $343K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.8% | 8,065 | $339K |
| Mutual Advisors, LLC | 0.01% | Reduce -30.4% | 7,759 | $338K |
| Investmark Advisory Group LLC | 0.15% | Reduce -4.7% | 8,003 | $336K |
| Norinchukin Bank, The | 0.00% | Add +4.8% | 7,970 | $335K |
| Atticus Wealth Management, LLC | 0.08% | No change | 7,811 | $328K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -46.5% | 7,777 | $327K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.6% | 7,767 | $326K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 7,623 | $320K |
| Quantinno Capital Management LP | 0.00% | New | 7,568 | $318K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 7,440 | $313K |
| Fiduciary Alliance LLC | 0.02% | Reduce -20.3% | 7,367 | $309K |
| Tran Capital Management, L.P. | 0.04% | No change | 7,350 | $309K |
| Anson Capital, Inc. | 0.23% | Reduce -36.5% | 7,322 | $308K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.3% | 7,281 | $306K |
| State of Wyoming | 0.03% | Add +341.6% | 7,278 | $306K |
| Sterling Capital Management LLC | 0.00% | Add +149.2% | 7,263 | $305K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +2.3% | 7,260 | $305K |
| Benjamin Edwards Inc. | 0.00% | Reduce -49.7% | 7,252 | $305K |
| Swiss Life Asset Management Ltd | 0.00% | New | 7,141 | $300K |
| A&I Financial Services, LLC | 0.14% | No change | 6,847 | $287K |
| Smith, Moore & Co. | 0.02% | No change | 6,719 | $282K |
| Meeder Asset Management Inc. | 0.02% | Reduce -0.9% | 6,582 | $277K |
| Assetmark, Inc. | 0.00% | Reduce -1.0% | 6,518 | $274K |
| Sheets Smith Wealth Management | 0.03% | New | 6,507 | $273K |
| Brookstone Capital Management | 0.00% | New | 6,489 | $273K |
| Harvest Investment Services, LLC | 0.05% | New | 6,464 | $272K |
| Balboa Wealth Partners | 0.05% | New | 6,410 | $269K |
| International Assets Investment Management, LLC | 0.02% | No change | 7,317 | $265K |
| ProVise Management Group, LLC | 0.02% | No change | 6,298 | $265K |
| PFG Investments, LLC | 0.01% | Reduce -25.9% | 6,210 | $261K |
| Nova Wealth Management, Inc. | 0.18% | No change | 6,122 | $257K |
| Corient Private Wealth LP | 0.00% | Reduce -31.9% | 6,070 | $255K |
| Apriem Advisors | 0.02% | No change | 6,038 | $254K |
| Highland Capital Management, LLC | 0.01% | Reduce -1.1% | 5,968 | $251K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +342.9% | 5,940 | $250K |
| Fieldview Capital Management, LLC | 0.04% | New | 5,941 | $250K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -3.0% | 5,948 | $244K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 5,735 | $241K |
| Integrated Advisors Network LLC | 0.01% | New | 5,673 | $238K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,653 | $237K |
| Mgo One Seven LLC | 0.01% | New | 5,579 | $234K |
| Centaurus Financial, Inc. | 0.01% | Add +6.7% | 5,503 | $231K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -6.8% | 5,417 | $228K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,335 | $224K |
| Stifel Financial Corp. | 0.00% | New | 5,278 | $222K |
| Savvy Advisors, Inc. | 0.01% | New | 5,276 | $222K |
| CX Institutional | 0.01% | No change | 5,262 | $221K |
| Amalgamated Bank | 0.00% | No change | 5,266 | $221K |
| Smith Salley Wealth Management | 0.01% | New | 5,234 | $220K |
| First Heartland Consultants, Inc. | 0.02% | New | 5,233 | $220K |
| Empowered Funds, LLC | 0.00% | New | 5,175 | $217K |
| Western Wealth Management, LLC | 0.01% | New | 5,171 | $217K |
| West Michigan Advisors, LLC | 0.05% | New | 5,129 | $217K |
| Aquire Wealth Advisors, LLC | 0.05% | New | 5,147 | $216K |
| Asset Dedication, LLC | 0.01% | No change | 5,141 | $216K |
| Saxony Capital Management, LLC | 0.14% | New | 5,124 | $215K |
| M&G PLC | 0.00% | New | 5,111 | $215K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 5,056 | $212K |
| HUB Investment Partners, LLC | 0.01% | New | 5,014 | $211K |
| Norden Group LLC | 0.02% | New | 4,981 | $209K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 4,965 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -78.4% | 4,957 | $208K |
| Virtu Financial LLC | 0.01% | New | 4,918 | $207K |
| KBC Group NV | 0.00% | No change | 4,890 | $205K |
| World Investment Advisors | 0.00% | Reduce -84.5% | 4,874 | $205K |
| Coppell Advisory Solutions LLC | 0.02% | New | 4,844 | $202K |
| Longboard Asset Management, LP | 0.33% | New | 4,807 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 4,381 | $184K |
| Franchise Capital Ltd | 0.08% | No change | 4,375 | $184K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -29.0% | 3,995 | $168K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.9% | 3,938 | $165K |
| Creekmur Asset Management LLC | 0.03% | No change | 3,882 | $163K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +6.3% | 3,495 | $147K |
| Strategic Advocates LLC | 0.04% | New | 3,464 | $146K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +57.9% | 3,367 | $141K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,332 | $140K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,267 | $138K |
| NFSG Corp | 0.02% | Reduce -5.7% | 3,229 | $136K |
| Tidemark, LLC | 0.04% | Add +36.3% | 3,195 | $134K |
| Promus Capital, LLC | 0.08% | No change | 3,009 | $126K |
| Arax Advisory Partners | 0.00% | Add +269.5% | 2,912 | $122K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,817 | $118K |
| FIL Ltd | 0.00% | Reduce -17.8% | 2,674 | $112K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,646 | $111K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -5.7% | 2,639 | $111K |
| Advisory Services Network, LLC | 0.00% | New | 2,414 | $101K |
| IFP Advisors, Inc | 0.00% | Add +21.3% | 2,351 | $99K |
| Huntington National Bank | 0.00% | No change | 2,233 | $94K |
| POM Investment Strategies, LLC | 0.05% | No change | 2,068 | $87K |
| GAMMA Investing LLC | 0.00% | Add +19.6% | 2,053 | $86K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 2,012 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Add +160.4% | 1,872 | $79K |
| CoreCap Advisors, LLC | 0.00% | Add +226.3% | 1,837 | $77K |
| Avalon Trust Co | 0.00% | New | 1,715 | $72K |
| Virtus Advisers, LLC | 0.04% | New | 1,660 | $70K |
| Grove Bank & Trust | 0.01% | Reduce -53.5% | 1,648 | $69K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,626 | $68K |
| North Star Investment Management Corp. | 0.00% | No change | 1,595 | $67K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,610 | $65K |
| Signaturefd, LLC | 0.00% | Add +69.0% | 1,523 | $64K |
| Simplex Trading, LLC | 0.00% | New | 1,523 | $63K |
| Kelly Financial Group LLC | 0.02% | Reduce -2.8% | 13,975 | $57K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,288 | $54K |
| Fifth Third Bancorp | 0.00% | No change | 1,252 | $53K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $52K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 1,228 | $52K |
| Global Retirement Partners, LLC | 0.00% | Add +265.3% | 1,158 | $49K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -23.1% | 1,101 | $46K |
| US Bancorp \de | 0.00% | Add +84.8% | 1,085 | $46K |
| Main Street Group, LTD | 0.01% | No change | 1,029 | $43K |
| Spirit of America Management Corp. | 0.01% | No change | 1,000 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 936 | $39K |
| Financial Avengers, Inc. | 0.02% | No change | 926 | $39K |
| New England Capital Financial Advisors LLC | 0.02% | Add +0.7% | 909 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 870 | $37K |
| Larson Financial Group LLC | 0.00% | Reduce -76.0% | 865 | $36K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $35K |
| Wolff Wiese Magana LLC | 0.02% | No change | 832 | $35K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -16.5% | 761 | $32K |
| Principal Securities, Inc. | 0.00% | Reduce -10.1% | 741 | $31K |
| Trust Co. of Vermont | 0.00% | New | 657 | $28K |
| Optiver Holding B.V. | 0.00% | Add +83.2% | 652 | $27K |
| Gen-Wealth Partners Inc | 0.01% | No change | 585 | $25K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 563 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 510 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 481 | $20K |
| Archer Investment Corp | 0.00% | No change | 465 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $18K |
| Shell Asset Management Co. | 0.00% | New | 422 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 392 | $16K |
| CI Investments Inc. | 0.00% | Add +6.3% | 390 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 347 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.4% | 342 | $14K |
| Covestor Ltd | 0.01% | No change | 336 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 324 | $14K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.3% | 292 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | New | 291 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 254 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -9.2% | 236 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 225 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -8.3% | 220 | $9K |
| Whittier Trust Co. | 0.00% | No change | 206 | $8K |
| Bessemer Group Inc. | 0.00% | New | 195 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -82.8% | 172 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 157 | $7K |
| Blue Trust, Inc. | 0.00% | No change | 154 | $6K |
| Quarry LP | 0.00% | New | 131 | $6K |
| Quadrant Capital Group LLC | 0.00% | New | 108 | $5K |
| Quent Capital, LLC | 0.00% | New | 100 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -14.6% | 88 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 75 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +32.5% | 53 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 38 | $2K |
| Lanark Financial, Inc. | 0.00% | Reduce -18.2% | 36 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 33 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 30 | $1K |
| Motco | 0.00% | No change | 27 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 24 | $1K |
| UMB Bank, n.a. | 0.00% | New | 21 | $882 |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $840 |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $715 |
| Private Trust Co. NA | 0.00% | New | 14 | $588 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 11 | $463 |
| Principia Wealth Advisory, LLC | 0.00% | New | 7 | $294 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.