American Healthcare REITAHR
13F holders, Q1 2026 (March 31)521holders −13
60new positions
72sold out
7famous investors
$47.23avg. 13F price*
At the end of Q1 2026, 521 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, down 13 from Q4 2025. 60 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Portfolio Management LLC ($760.4M) and State Street Corp. ($452.5M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- American Healthcare REIT Inc.
- CUSIP
- 398182303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $327.6M |
| Exits | 72 | $165.5M |
All 13F filers, Q4 2025 → Q1 2026: 33,632,935 shares bought and 22,207,719 shares sold, net +11,425,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| BlackRock, Inc. | 0.02% | Add +42.7% | 28,741,094 | $1.4B |
| Vanguard Portfolio Management LLC | 0.04% | — | 16,124,024 | $760.4M |
| State Street Corp. | 0.02% | Add +34.7% | 9,545,044 | $452.5M |
| Wellington Management Group LLP | 0.07% | Add +4.6% | 8,283,787 | $390.7M |
| Vanguard Capital Management LLC | 0.01% | — | 8,198,624 | $386.6M |
| Principal Financial Group Inc. | 0.19% | Add +3.2% | 7,423,206 | $350.1M |
| Invesco Ltd. | 0.03% | Add +22.6% | 6,778,768 | $319.7M |
| Geode Capital Management, LLC | 0.02% | Add +15.4% | 6,190,551 | $304.9M |
| FMR LLC | 0.01% | Reduce -3.9% | 5,064,371 | $238.8M |
| Prudential Financial Inc. | 0.20% | Add +2.0% | 3,518,357 | $165.9M |
| WCM Investment Management, LLC | 0.37% | Add +0.5% | 3,425,295 | $160.7M |
| Federated Hermes, Inc. | 0.25% | Add +29.3% | 3,306,517 | $155.9M |
| Bank of America Corp. | 0.01% | Add +28.1% | 3,236,592 | $152.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.8% | 2,982,265 | $140.6M |
| Alliancebernstein L.P. | 0.04% | Reduce -20.4% | 2,798,790 | $131.7M |
| Centersquare Investment Management LLC | 1.36% | Reduce -8.0% | 2,781,453 | $131.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +33.1% | 2,682,894 | $126.5M |
| Northern Trust Corp. | 0.01% | Add +37.6% | 2,272,217 | $107.2M |
| Canada Pension Plan Investment Board | 0.07% | New | 2,251,400 | $106.2M |
| American Century Companies Inc. | 0.05% | Reduce -23.7% | 2,046,020 | $96.5M |
| TD Asset Management Inc | 0.08% | New | 2,002,053 | $94.4M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 1,749,743 | $82.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +78.5% | 1,602,300 | $75.6M |
| Bank of New York Mellon Corp | 0.01% | Add +48.0% | 1,580,920 | $74.6M |
| Deutsche Bank AG | 0.02% | Reduce -33.8% | 1,563,364 | $73.7M |
| Capital World Investors | 0.01% | New | 1,435,135 | $67.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +38.4% | 1,386,305 | $65.4M |
| Alyeska Investment Group, L.P. | 0.17% | Add +39.1% | 1,279,358 | $60.3M |
| Two Sigma Investments, LP | 0.05% | Add +187.5% | 1,275,554 | $60.2M |
| Nuveen, LLC | 0.02% | Reduce -33.4% | 1,265,059 | $59.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.88% | Reduce -16.4% | 1,258,041 | $59.3M |
| Bahl & Gaynor LLC | 0.29% | Add +768.5% | 1,208,279 | $57.0M |
| Hudson Bay Capital Management LP | 0.38% | Reduce -22.4% | 1,195,613 | $56.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 1,184,693 | $55.9M |
| Balyasny Asset Management L.P. | 0.11% | Reduce -45.8% | 1,168,129 | $55.1M |
| Aberdeen Group plc | 0.09% | Reduce -14.1% | 1,150,555 | $54.3M |
| Duff & Phelps Investment Management Co. | 0.53% | Add +230.0% | 1,083,175 | $51.1M |
| Legal & General Group Plc | 0.01% | Add +0.9% | 1,032,306 | $48.7M |
| GRS Advisors, LLC | 4.76% | Reduce -12.3% | 1,021,022 | $48.2M |
| Land & Buildings Investment Management, LLC | 8.06% | Reduce -4.0% | 1,011,002 | $47.7M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -19.0% | 1,007,410 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Add +56.9% | 909,030 | $42.7M |
| Citadel Advisors | 0.03% | Add +340.4% | 877,170 | $41.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.3% | 789,098 | $37.2M |
| Eurizon Capital SGR S.p.A. | 0.11% | Add +745.7% | 720,409 | $34.0M |
| LPL Financial LLC | 0.01% | Reduce -5.8% | 681,980 | $32.2M |
| UBS Group AG | 0.01% | Add +151.7% | 675,122 | $31.8M |
| Freestone Grove Partners LP | 0.23% | Reduce -4.2% | 666,004 | $31.4M |
| Algert Global LLC | 0.44% | Reduce -0.3% | 614,651 | $29.0M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -43.4% | 613,428 | $28.9M |
| Nomura Asset Management International Inc. | 0.05% | Reduce -22.8% | 608,914 | $28.7M |
| Rhumbline Advisers | 0.02% | Add +138.9% | 546,835 | $25.8M |
| HSBC Holdings PLC | 0.01% | Add +45.0% | 501,275 | $23.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -9.2% | 485,994 | $22.9M |
| D. E. Shaw & Co. | 0.02% | Add +8.5% | 474,003 | $22.4M |
| Daiwa Securities Group Inc. | 0.06% | Add +2.9% | 456,451 | $21.5M |
| First Trust Advisors LP | 0.02% | Add +27.5% | 448,094 | $21.1M |
| Retirement Systems of Alabama | 0.07% | New | 423,597 | $20.0M |
| APG Asset Management US Inc. | 0.15% | Add +40.7% | 412,177 | $19.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -58.3% | 400,000 | $18.9M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +29.2% | 389,185 | $18.4M |
| Kennedy Capital Management LLC | 0.37% | Add +4.3% | 374,069 | $17.6M |
| Victory Capital Management Inc. | 0.01% | Add +12.4% | 362,569 | $17.1M |
| Swiss National Bank | 0.01% | Add +5.6% | 351,000 | $16.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +36.1% | 348,782 | $16.4M |
| STRS Ohio | 0.07% | Add +48.2% | 348,100 | $16.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -5.7% | 342,408 | $16.1M |
| Ameriprise Financial Inc. | 0.00% | Add +60.4% | 363,546 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.3% | 330,542 | $15.6M |
| Aptus Capital Advisors, LLC | 0.13% | Add +0.6% | 329,702 | $15.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -15.5% | 304,699 | $14.4M |
| Kingdon Capital Management, L.L.C. | 2.37% | Add +50.0% | 300,000 | $14.1M |
| California Public Employees Retirement System | 0.01% | Add +1.8% | 288,941 | $13.6M |
| Cander Asset Management LP | 2.43% | Reduce -25.8% | 286,585 | $13.5M |
| Royal Bank of Canada | 0.00% | Reduce -95.4% | 284,453 | $13.4M |
| Apollo Management Holdings, L.P. | 0.26% | No change | 281,320 | $13.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | Add +3.5% | 276,850 | $13.1M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +3.3% | 276,401 | $13.0M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -5.7% | 274,846 | $13.0M |
| Mutual of America Capital Management LLC | 0.15% | Add +3.5% | 274,517 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +8.1% | 268,749 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -68.2% | 264,945 | $12.5M |
| Lighthouse Investment Partners, LLC | 0.47% | Reduce -31.6% | 262,707 | $12.4M |
| Verition Fund Management LLC | 0.12% | Reduce -24.9% | 252,843 | $11.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +2.2% | 252,741 | $11.9M |
| B&I Capital AG | 4.01% | Add +10.2% | 249,770 | $11.8M |
| Chilton Capital Management LLC | 0.38% | Add +1.1% | 230,689 | $10.9M |
| Brookfield Corp | 0.01% | Reduce -6.7% | 226,883 | $10.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -90.5% | 226,272 | $10.7M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +6.3% | 217,563 | $10.3M |
| Citigroup Inc. | 0.01% | Add +3.8% | 217,447 | $10.3M |
| Bayhunt Capital LLC | 9.69% | Reduce -1.8% | 217,418 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.8% | 212,590 | $10.0M |
| Boothbay Fund Management, LLC | 0.24% | Reduce -8.6% | 212,451 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -14.7% | 208,649 | $9.8M |
| Baron Capital (BAMCO) | 0.03% | Reduce -9.8% | 204,159 | $9.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +66465.0% | 199,695 | $9.5M |
| California State Teachers Retirement System | 0.01% | Add +25.4% | 200,865 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -32.5% | 199,389 | $9.4M |
| Sei Investments Co. | 0.01% | Add +9.9% | 195,231 | $9.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.8% | 193,251 | $9.1M |
| MetLife Investment Management, LLC | 0.04% | Add +90.1% | 186,658 | $8.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +119.8% | 180,573 | $8.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.25% | Reduce -3.5% | 178,981 | $8.4M |
| Anchor Capital Advisors LLC | 0.24% | Add +3.3% | 177,692 | $8.4M |
| Easterly Investment Partners LLC | 0.63% | Reduce -55.2% | 174,890 | $8.2M |
| XTX Topco Ltd | 0.14% | Add +604.8% | 168,907 | $8.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.0% | 167,996 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.1% | 167,908 | $7.9M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 162,574 | $7.7M |
| Franklin Resources Inc. | 0.00% | Reduce -23.6% | 159,317 | $7.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 158,436 | $7.5M |
| Edgestream Partners, L.P. | 0.24% | Add +2.5% | 155,712 | $7.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +10.1% | 153,700 | $7.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +27.0% | 153,053 | $7.2M |
| Ghisallo Capital Management LLC | 0.20% | No change | 150,000 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.2% | 142,452 | $6.7M |
| Barclays PLC | 0.00% | Reduce -55.5% | 141,292 | $6.7M |
| Uniplan Investment Counsel, Inc. | 0.69% | Add +23.8% | 138,028 | $6.5M |
| Fred Alger Management, LLC | 0.03% | Add +579.6% | 129,962 | $6.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +128.1% | 124,893 | $5.9M |
| Clarion Wealth Managment Partners, LLC | 5.32% | Reduce -16.9% | 124,582 | $5.9M |
| State of Alaska, Department of Revenue | 0.06% | Add +25.1% | 123,833 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +2.4% | 121,578 | $5.7M |
| Independent Financial Group, LLC | 0.13% | Reduce -8.3% | 118,962 | $5.6M |
| Macquarie Group Ltd. | 0.03% | Reduce -2.0% | 111,369 | $5.3M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +86.4% | 110,233 | $5.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +45.1% | 106,007 | $5.0M |
| Amundi | 0.00% | Add +16.2% | 102,179 | $4.8M |
| Covalis Capital LLP | 0.29% | Reduce -66.7% | 100,000 | $4.7M |
| Van Eck Associates Corp. | 0.00% | Add +111.8% | 95,776 | $4.5M |
| Greenland Capital Management LP | 1.03% | Reduce -41.6% | 95,000 | $4.5M |
| Voya Investment Management LLC | 0.01% | Add +222.5% | 94,255 | $4.4M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Reduce -0.3% | 93,984 | $4.4M |
| Taproot Management LP | 0.83% | Reduce -39.0% | 92,803 | $4.4M |
| Hilton Capital Management, LLC | 0.33% | Add +2.0% | 91,302 | $4.3M |
| Renaissance Capital LLC | 3.07% | Reduce -16.8% | 83,393 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +6.7% | 83,871 | $4.0M |
| Millennium Management | 0.00% | Reduce -87.4% | 82,978 | $3.9M |
| First American Bank | 0.24% | Add +1.6% | 82,672 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +63.8% | 81,280 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Add +6.4% | 81,196 | $3.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | Reduce -69.0% | 79,104 | $3.7M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +5.6% | 78,416 | $3.7M |
| Amalgamated Bank | 0.03% | Add +1337.9% | 76,439 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +96.8% | 76,138 | $3.6M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 74,240 | $3.5M |
| AQR Capital Management | 0.00% | Add +19.0% | 74,274 | $3.5M |
| Modern Wealth Management, LLC | 0.06% | Reduce -5.6% | 72,403 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -0.4% | 72,330 | $3.4M |
| Harbour Capital Advisors, LLC | 0.65% | Add +0.4% | 71,205 | $3.4M |
| Engineers Gate Manager LP | 0.04% | New | 71,917 | $3.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 71,343 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Add +53.1% | 71,200 | $3.4M |
| Credit Agricole S A | 0.01% | No change | 69,109 | $3.3M |
| Cinctive Capital Management LP | 0.20% | New | 65,325 | $3.1M |
| Informed Momentum Co LLC | 0.35% | Reduce -42.2% | 64,920 | $3.1M |
| Quantbot Technologies LP | 0.12% | Add +3232.5% | 59,585 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +29.8% | 59,373 | $2.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.5% | 59,217 | $2.8M |
| FJ Capital Management LLC | 0.31% | Add +15.3% | 58,592 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Add +706.0% | 57,536 | $2.7M |
| Jupiter Asset Management Ltd. | 0.01% | New | 55,909 | $2.6M |
| Diversify Wealth Management, LLC | 0.05% | Add +137.4% | 52,357 | $2.6M |
| New York State Common Retirement Fund | 0.00% | No change | 54,700 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.3% | 53,706 | $2.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -20.6% | 53,563 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +147.3% | 53,240 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +274.3% | 52,293 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | New | 51,400 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.1% | 50,250 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Add +17.6% | 49,677 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +8.2% | 48,845 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +3.2% | 48,740 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +4.8% | 48,470 | $2.3M |
| Rik Saylor Financial, Inc. | 1.73% | Add +2.5% | 48,254 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | New | 48,012 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +5.7% | 47,176 | $2.2M |
| Metis Global Partners, LLC | 0.05% | Add +11.1% | 46,477 | $2.2M |
| Scotia Capital Inc. | 0.01% | Add +40.3% | 45,211 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -27.4% | 44,736 | $2.1M |
| Atom Investors LP | 0.15% | Reduce -38.1% | 44,028 | $2.1M |
| Creative Planning | 0.00% | Add +8.0% | 43,738 | $2.1M |
| State of Michigan Retirement System | 0.01% | New | 42,700 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 42,015 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +40.3% | 41,219 | $1.9M |
| Blackstone Inc. | 0.01% | New | 40,869 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 40,270 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.65% | Reduce -0.3% | 39,961 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | New | 39,745 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.9% | 39,000 | $1.8M |
| Westpac Banking Corp. | 0.13% | Add +0.2% | 38,218 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.1% | 37,810 | $1.8M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -6.0% | 37,366 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +6.0% | 36,800 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +0.3% | 36,671 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | New | 36,400 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | New | 36,400 | $1.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.18% | Reduce -6.8% | 35,040 | $1.7M |
| Bridgeway Capital Management, LLC | 0.03% | New | 35,000 | $1.7M |
| Vestcor Inc | 0.05% | Reduce -47.5% | 34,932 | $1.6M |
| Sanchez Gaunt Capital Management, LLC | 1.02% | — | 34,559 | $1.6M |
| Harbour Investments, Inc. | 0.03% | Add +160.3% | 34,483 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +60.7% | 34,027 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.3% | 33,153 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -0.2% | 33,357 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 33,036 | $1.6M |
| New Age Alpha Advisors, LLC | 0.07% | New | 31,826 | $1.5M |
| New York State Teachers Retirement System | 0.00% | New | 31,695 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | New | 29,205 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Add +6.7% | 29,104 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Add +0.2% | 27,255 | $1.4M |
| Man Group plc | 0.00% | Add +123.8% | 29,040 | $1.4M |
| Odyssean, LLC | 0.49% | Add +81.2% | 28,728 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Add +16.6% | 28,660 | $1.4M |
| Legacy Wealth Asset Management, LLC | 0.33% | Add +45.4% | 28,362 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +10.7% | 28,063 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.8% | 28,265 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +3.9% | 27,972 | $1.3M |
| Biltmore Family Office, LLC | 0.18% | Add +321.0% | 27,314 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.4% | 27,097 | $1.3M |
| Erste Asset Management GmbH | 0.01% | Reduce -7.2% | 26,900 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.13% | Add +10.0% | 26,424 | $1.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -15.8% | 26,231 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 25,605 | $1.2M |
| Petra Financial Advisors Inc. | 0.74% | Reduce -1.1% | 25,330 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | No change | 24,986 | $1.2M |
| Xponance LLC | 0.01% | Add +87.0% | 24,984 | $1.2M |
| Allstate Corp. | 0.01% | Add +144.8% | 24,735 | $1.2M |
| Florida Financial Advisors, LLC | 0.27% | Add +24.2% | 24,277 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +5.7% | 23,026 | $1.1M |
| Convergence Investment Partners, LLC | 0.17% | Add +20.3% | 22,502 | $1.1M |
| Focused Wealth Management, Inc | 0.11% | Reduce -4.8% | 22,496 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.2% | 22,295 | $1.1M |
| Trivium Point Advisory, LLC | 0.18% | Add +10.3% | 21,024 | $991K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.4% | 20,977 | $989K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,833 | $982K |
| Storgate, LLC | 0.77% | Add +5.7% | 20,754 | $979K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.2% | 20,026 | $944K |
| GAMCO Investors | 0.01% | No change | 20,000 | $943K |
| United Capital Financial Advisors, LLC | 0.01% | Add +38.5% | 19,776 | $933K |
| M&T Bank Corp | 0.00% | Add +7.1% | 19,117 | $902K |
| PVG Asset Management Corp. | 0.53% | New | 19,237 | $894K |
| AE Wealth Management LLC | 0.00% | Add +13.6% | 18,887 | $891K |
| Captrust Financial Advisors | 0.00% | Add +7.1% | 18,886 | $891K |
| Spire Wealth Management | 0.03% | Add +12.0% | 18,069 | $852K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.6% | 17,803 | $840K |
| Strategic Blueprint, LLC | 0.05% | Add +0.0% | 17,750 | $837K |
| Quantinno Capital Management LP | 0.00% | Add +11.3% | 17,623 | $831K |
| KBC Group NV | 0.00% | Add +260.4% | 17,622 | $831K |
| Nvest Financial, LLC | 0.31% | Add +2.5% | 17,427 | $822K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 17,050 | $804K |
| Miramontes Capital, LLC | 0.27% | Reduce -1.3% | 16,787 | $792K |
| N.E.W. Advisory Services LLC | 0.06% | Add +3.3% | 16,768 | $791K |
| Jones Financial Companies LLLP | 0.00% | Add +63.0% | 16,050 | $756K |
| Polymer Capital Management (US) LLC | 0.11% | Reduce -9.5% | 15,971 | $753K |
| Advisory Resource Group | 0.13% | No change | 15,916 | $751K |
| Swiss Life Asset Management Ltd | 0.00% | Add +23.2% | 15,874 | $749K |
| Trek Financial, LLC | 0.04% | Add +19.1% | 15,835 | $747K |
| A4 Wealth Advisors LLC | 0.61% | Reduce -29.3% | 15,611 | $736K |
| Accel Wealth Management | 0.19% | Add +0.3% | 15,451 | $729K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +59.3% | 15,416 | $727K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 15,351 | $724K |
| Baird Financial Group, Inc. | 0.00% | Add +33.0% | 15,332 | $723K |
| Sigma Planning Corp | 0.02% | Add +1.5% | 15,191 | $716K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.2% | 14,428 | $682K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +29.6% | 14,087 | $664K |
| Schnieders Capital Management, Llc. | 0.11% | Add +100.0% | 14,006 | $661K |
| Selective Wealth Management, Inc. | 0.20% | No change | 13,128 | $659K |
| COFG Advisors, LLC | 0.16% | Reduce -12.6% | 13,938 | $657K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +57.1% | 13,925 | $657K |
| Bank of Montreal | 0.00% | New | 13,889 | $655K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +52.5% | 13,548 | $639K |
| Waverly Advisors, LLC | 0.00% | Add +8.6% | 13,249 | $625K |
| Securian Asset Management, Inc. | 0.02% | New | 13,077 | $617K |
| Vontobel Holding Ltd. | 0.00% | Add +97.6% | 12,711 | $599K |
| Peak Financial Advisors LLC | 0.26% | Reduce -2.1% | 12,399 | $585K |
| World Equity Group, Inc. | 0.15% | Add +20.5% | 12,118 | $571K |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 12,100 | $571K |
| Cambridge Financial Group, LLC | 0.19% | No change | 11,993 | $566K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.2% | 11,991 | $565K |
| HMS Capital Management, LLC | 0.22% | Add +6.7% | 11,920 | $562K |
| Western Wealth Management, LLC | 0.02% | Add +95.0% | 11,840 | $558K |
| Gotham Asset Management | 0.00% | Reduce -2.8% | 11,677 | $551K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.2% | 11,575 | $550K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -13.8% | 11,288 | $532K |
| Everest Financial Group LLC | 0.09% | New | 11,230 | $530K |
| Proactive Wealth Strategies LLC | 0.10% | Add +100.9% | 11,220 | $529K |
| Vise Technologies, Inc. | 0.01% | No change | 11,130 | $524K |
| Accurate Wealth Management, LLC | 0.06% | No change | 10,336 | $509K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,675 | $503K |
| Beacon Capital Management, LLC | 0.09% | Reduce -19.0% | 10,624 | $501K |
| VVR Holdings LLC | 0.26% | Reduce -13.6% | 10,492 | $495K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.2% | 10,399 | $490K |
| Hazelview Securities Inc. | 0.09% | New | 10,360 | $489K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.7% | 10,360 | $489K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -19.4% | 10,339 | $488K |
| Jump Financial, LLC | 0.01% | Reduce -86.4% | 10,294 | $485K |
| Addison Capital Co | 0.09% | New | 10,184 | $480K |
| Ethic Inc. | 0.01% | Add +15.1% | 10,179 | $480K |
| Fulcrum Equity Management | 0.45% | No change | 9,905 | $467K |
| Lifestyle Asset Management, Inc. | 0.15% | No change | 9,482 | $447K |
| US Bancorp \de | 0.00% | Add +732.3% | 9,280 | $438K |
| Aprio Wealth Management, LLC | 0.02% | New | 9,239 | $436K |
| Diversify Advisory Services, LLC | 0.07% | Reduce -74.0% | 8,607 | $432K |
| Los Angeles Capital Management LLC | 0.00% | Add +1134.4% | 9,159 | $432K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -6.8% | 9,145 | $431K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 9,121 | $430K |
| Inscription Capital, LLC | 0.04% | Add +1.1% | 8,982 | $424K |
| Highland Capital Management, LLC | 0.02% | Add +53.4% | 8,901 | $420K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +19.5% | 8,893 | $419K |
| Focus Partners Wealth | 0.00% | Reduce -62.3% | 8,803 | $416K |
| MML Investors Services, LLC | 0.00% | Reduce -66.0% | 8,764 | $413K |
| Castleview Partners, LLC | 0.21% | Reduce -38.3% | 8,677 | $409K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.7% | 8,636 | $407K |
| Abel Hall, LLC | 0.09% | New | 8,541 | $403K |
| Sheets Smith Wealth Management | 0.05% | Reduce -0.3% | 8,496 | $401K |
| West Wealth Group, LLC | 0.08% | Add +0.5% | 8,374 | $395K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -11.3% | 8,366 | $395K |
| S. R. Schill & Associates | 0.27% | No change | 8,339 | $393K |
| DNB Asset Management AS | 0.00% | New | 8,338 | $393K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -4.6% | 8,276 | $390K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -98.5% | 8,089 | $381K |
| HRC Wealth Management, LLC | 0.18% | Reduce -22.8% | 8,056 | $380K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 8,020 | $378K |
| Benjamin Edwards Inc. | 0.00% | Add +7.4% | 7,915 | $373K |
| Corient Private Wealth LP | 0.00% | Add +1.2% | 7,874 | $371K |
| Norinchukin Bank, The | 0.00% | Reduce -2.9% | 7,859 | $371K |
| World Investment Advisors | 0.01% | Reduce -5.5% | 7,823 | $369K |
| Liberty Wealth Management LLC | 0.05% | New | 7,321 | $368K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.5% | 7,613 | $359K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -83.9% | 7,560 | $357K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.8% | 7,512 | $354K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.3% | 7,484 | $353K |
| Exchange Traded Concepts, LLC | 0.00% | Add +116.4% | 7,441 | $351K |
| Csenge Advisory Group | 0.02% | Reduce -23.0% | 7,434 | $351K |
| A&I Financial Services, LLC | 0.17% | No change | 7,422 | $350K |
| Tran Capital Management, L.P. | 0.05% | No change | 7,350 | $347K |
| Anson Capital, Inc. | 0.23% | No change | 7,268 | $343K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 7,260 | $342K |
| Equitable Holdings, Inc. | 0.00% | Add +0.4% | 7,243 | $341K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 7,212 | $340K |
| Magnetar Financial LLC | 0.00% | Reduce -55.7% | 7,169 | $338K |
| Profund Advisors LLC | 0.01% | New | 7,162 | $338K |
| Kovack Advisors, Inc. | 0.02% | Reduce -9.0% | 7,047 | $335K |
| Hillsdale Investment Management Inc. | 0.01% | Add +3445.0% | 7,090 | $334K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.2% | 7,071 | $333K |
| Ninety One UK Ltd | 0.00% | New | 7,021 | $331K |
| Safe Harbor Family Capital, LLC | 0.26% | Add +37.2% | 7,020 | $331K |
| Gross & Hartman Investments LLC | 0.17% | Add +37.2% | 7,020 | $331K |
| Brookstone Capital Management | 0.00% | Add +0.3% | 6,969 | $329K |
| Park Avenue Securities LLC | 0.00% | Add +5.2% | 6,930 | $327K |
| Soltis Investment Advisors LLC | 0.02% | No change | 6,819 | $322K |
| IFP Advisors, Inc | 0.01% | Reduce -1.6% | 6,742 | $318K |
| Smith, Moore & Co. | 0.02% | No change | 6,719 | $317K |
| ProVise Management Group, LLC | 0.02% | Add +8.2% | 6,692 | $316K |
| Heritage Family Offices, LLP | 0.14% | Reduce -20.3% | 6,598 | $311K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 6,595 | $311K |
| International Assets Investment Management, LLC | 0.02% | Add +2.5% | 6,392 | $304K |
| Fiduciary Alliance LLC | 0.02% | No change | 5,757 | $285K |
| Centaurus Financial, Inc. | 0.01% | Add +4.7% | 5,913 | $279K |
| Shelton Capital Management | 0.01% | New | 5,885 | $278K |
| DRW Securities, LLC | 0.02% | New | 5,859 | $276K |
| PFG Investments, LLC | 0.01% | Add +7.4% | 5,743 | $271K |
| Praxis Investment Management Inc. | 0.02% | Add +7.2% | 5,692 | $268K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,653 | $267K |
| PFG Advisors | 0.01% | New | 5,592 | $264K |
| Vanderbilt University | 0.05% | New | 5,534 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +45.6% | 5,512 | $260K |
| Mgo One Seven LLC | 0.01% | No change | 5,479 | $258K |
| Anb Bank | 0.10% | Add +2.6% | 5,428 | $256K |
| First Heartland Consultants, Inc. | 0.02% | Add +1.6% | 5,317 | $251K |
| Virtue Capital Management, LLC | 0.04% | New | 5,334 | $250K |
| RFG Advisory, LLC | 0.00% | Reduce -42.8% | 5,287 | $249K |
| Norden Group LLC | 0.02% | Add +2.4% | 5,277 | $249K |
| Smith Salley Wealth Management | 0.01% | No change | 5,234 | $247K |
| Level Four Advisory Services, LLC | 0.01% | Add +3.0% | 5,233 | $247K |
| &partners | 0.00% | Add +0.6% | 5,229 | $247K |
| Denver Wealth Management, Inc. | 0.08% | Add +3.5% | 5,224 | $246K |
| Assetmark, Inc. | 0.00% | Add +8.4% | 5,203 | $245K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -8.3% | 5,181 | $244K |
| M&G PLC | 0.00% | Add +4.6% | 5,193 | $244K |
| West Michigan Advisors, LLC | 0.05% | No change | 5,129 | $243K |
| Aquire Wealth Advisors, LLC | 0.06% | No change | 5,147 | $243K |
| Asset Dedication, LLC | 0.02% | No change | 5,141 | $242K |
| Saxony Capital Management, LLC | 0.14% | No change | 5,124 | $242K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +0.8% | 5,098 | $240K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,058 | $239K |
| Gaddis Premier Wealth Advisors LLC | 0.18% | No change | 5,045 | $238K |
| HUB Investment Partners, LLC | 0.01% | No change | 5,014 | $236K |
| Mangrove Partners Im, LLC | 0.02% | No change | 4,923 | $232K |
| BDFS Capital LLC | 0.11% | Reduce -22.5% | 4,827 | $228K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,761 | $225K |
| Venture Visionary Partners LLC | 0.01% | No change | 4,720 | $223K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -1.1% | 4,676 | $221K |
| Nicolet Bankshares Inc. | 0.01% | New | 4,586 | $218K |
| Apriem Advisors | 0.02% | Reduce -22.9% | 4,613 | $218K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -93.2% | 4,485 | $212K |
| Composition Wealth, LLC | 0.00% | Reduce -0.2% | 4,462 | $210K |
| Leelyn Smith, LLC | 0.03% | No change | 4,450 | $210K |
| Navis Wealth Advisors, LLC | 0.11% | No change | 4,428 | $209K |
| Amicus Financial Advisors, LLC | 0.06% | No change | 4,375 | $206K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -72.3% | 4,354 | $205K |
| Sterling Capital Management LLC | 0.00% | Reduce -36.5% | 4,263 | $201K |
| CX Institutional | 0.01% | Add +17.4% | 4,005 | $189K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -25.9% | 3,653 | $172K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.3% | 3,332 | $157K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -27.6% | 3,279 | $155K |
| Scarborough Advisors, LLC | 0.02% | New | 3,275 | $154K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.9% | 3,233 | $152K |
| Tidemark, LLC | 0.04% | Add +0.1% | 3,202 | $151K |
| Nova Wealth Management, Inc. | 0.10% | No change | 3,122 | $147K |
| POM Investment Strategies, LLC | 0.18% | No change | 3,084 | $145K |
| GAMMA Investing LLC | 0.01% | Add +22.3% | 3,042 | $143K |
| NFSG Corp | 0.02% | Add +8.8% | 2,993 | $141K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,788 | $131K |
| Horizon Investments, LLC | 0.00% | New | 2,759 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 2,608 | $123K |
| Main Street Group, LTD | 0.04% | New | 2,568 | $121K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 2,549 | $120K |
| Fifth Third Bancorp | 0.00% | Add +37.5% | 2,526 | $119K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 2,508 | $118K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,348 | $111K |
| Rockefeller Capital Management L.P. | 0.00% | Add +53.5% | 2,242 | $106K |
| Huntington National Bank | 0.00% | Add +3.1% | 2,224 | $105K |
| Triumph Capital Management | 0.02% | Reduce -25.0% | 1,956 | $93K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -12.4% | 1,762 | $83K |
| Signaturefd, LLC | 0.00% | Add +13.6% | 1,752 | $83K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +297.6% | 1,674 | $79K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -11.8% | 1,647 | $78K |
| Simplex Trading, LLC | 0.00% | New | 1,628 | $77K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,626 | $77K |
| Franchise GP Ltd | 0.03% | Reduce -38.8% | 1,575 | $74K |
| FIL Ltd | 0.00% | Reduce -6.7% | 1,539 | $73K |
| Spirit of America Management Corp. | 0.01% | No change | 1,500 | $71K |
| WPG Advisers, LLC | 0.05% | Reduce -50.0% | 1,467 | $69K |
| Kemnay Advisory Services Inc. | 0.01% | Add +107.9% | 1,289 | $61K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,288 | $61K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 1,241 | $59K |
| Eastern Bank | 0.00% | Add +202.7% | 1,141 | $54K |
| Prosperity Bancshares Inc | 0.04% | No change | 1,140 | $54K |
| Kozak & Associates, Inc. | 0.01% | No change | 1,088 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +193.2% | 1,032 | $49K |
| Avalon Trust Co | 0.00% | No change | 989 | $47K |
| UMB Bank, n.a. | 0.00% | Add +4338.1% | 932 | $44K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 925 | $44K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -2.2% | 922 | $43K |
| Versant Capital Management, Inc | 0.00% | Add +2.6% | 921 | $43K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.6% | 919 | $43K |
| Darwin Wealth Management, LLC | 0.01% | No change | 833 | $39K |
| Wolff Wiese Magana LLC | 0.02% | No change | 832 | $39K |
| Loomis Sayles & Co. L P | 0.00% | No change | 761 | $36K |
| Larson Financial Group LLC | 0.00% | Reduce -22.3% | 615 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 563 | $27K |
| Manning & Napier Advisors LLC | 0.00% | New | 545 | $26K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 515 | $24K |
| Financial Avengers, Inc. | 0.01% | No change | 500 | $24K |
| Aew Capital Management L P | 0.00% | New | 500 | $24K |
| Quadrant Capital Group LLC | 0.00% | Add +357.4% | 494 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +2355.0% | 491 | $23K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 481 | $23K |
| Destiny Wealth Partners, LLC | 0.00% | New | 451 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 448 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $20K |
| Arax Advisory Partners | 0.00% | Reduce -75.6% | 415 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -74.8% | 406 | $19K |
| Blue Trust, Inc. | 0.00% | Add +163.6% | 406 | $19K |
| Optiver Holding B.V. | 0.00% | New | 399 | $19K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 392 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +381.3% | 361 | $17K |
| Archer Investment Corp | 0.00% | No change | 310 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 266 | $13K |
| Rothschild Investment LLC | 0.00% | Add +20.7% | 262 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 258 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -16.4% | 250 | $12K |
| Whittier Trust Co. | 0.00% | No change | 206 | $10K |
| Covestor Ltd | 0.01% | Reduce -46.4% | 180 | $9K |
| Capital Analysts, LLC | 0.00% | Add +20.0% | 198 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 195 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.8% | 164 | $8K |
| Capital Advisor Network LLC | 0.01% | — | 153 | $7K |
| Zions Bancorporation, National Association | 0.00% | Add +614.3% | 150 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 146 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 135 | $6K |
| Crews Bank & Trust | 0.00% | New | 122 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 110 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -9.5% | 171 | $5K |
| Quent Capital, LLC | 0.00% | No change | 100 | $5K |
| MAI Capital Management | 0.00% | Add +272.7% | 82 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 78 | $4K |
| Quarry LP | 0.00% | Add +220.8% | 77 | $4K |
| Rossby Financial, LCC | 0.00% | Add +236.4% | 74 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +124.1% | 65 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +47.6% | 62 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +372.7% | 52 | $2K |
| Kilter Group LLC | 0.00% | No change | 42 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 40 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 38 | $2K |
| Summit Securities Group LLC | 0.00% | New | 38 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -36.0% | 32 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 30 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 29 | $1K |
| Motco | 0.00% | No change | 27 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -90.2% | 25 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 24 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 22 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +50.0% | 21 | $998 |
| Root Financial Partners, LLC | 0.00% | New | 20 | $943 |
| Stone House Investment Management, LLC | 0.00% | No change | 18 | $849 |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $802 |
| Private Trust Co. NA | 0.00% | No change | 14 | $660 |
| Financial Management Professionals, Inc. | 0.00% | New | 12 | $569 |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -38.9% | 11 | $519 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -85.1% | 11 | $519 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 11 | $519 |
| Cornerstone Financial Management LLC | 0.00% | New | 10 | $472 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $388 |
| American Capital Advisory, LLC | 0.00% | Reduce -20.0% | 4 | $189 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $189 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -40.0% | 3 | $142 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $33 |
"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.