American Healthcare REITAHR
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 573 institutions reported holding American Healthcare REIT Inc. (AHR) in their 13F filings, up 52 from Q1 2026. 91 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($885.3M) and Vanguard Capital Management LLC ($479.9M). 9 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- American Healthcare REIT Inc.
- CUSIP
- 398182303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $600.9M |
| Exits | 40 | $76.3M |
All 13F filers, Q1 2026 → Q2 2026: 49,726,659 shares bought and 16,112,244 shares sold, net +33,614,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| BlackRock, Inc. | 0.02% | Reduce -10.1% | 25,845,948 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | Add +5.3% | 16,975,438 | $885.3M |
| Vanguard Capital Management LLC | 0.01% | Add +12.2% | 9,201,599 | $479.9M |
| State Street Corp. | 0.01% | Reduce -5.2% | 9,046,025 | $474.0M |
| Principal Financial Group Inc. | 0.23% | Add +20.1% | 8,917,875 | $465.1M |
| Wellington Management Group LLP | 0.08% | Add +4.5% | 8,658,850 | $451.6M |
| Invesco Ltd. | 0.02% | Reduce -22.3% | 5,264,667 | $274.6M |
| FMR LLC | 0.01% | Reduce -9.8% | 4,568,191 | $238.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -26.3% | 4,563,939 | $238.1M |
| Bank of America Corp. | 0.02% | Add +40.0% | 4,531,958 | $236.3M |
| Cohen & Steers, Inc. | 0.35% | New | 4,242,293 | $221.2M |
| Centersquare Investment Management LLC | 1.87% | Add +51.1% | 4,203,946 | $219.2M |
| WCM Investment Management, LLC | 0.37% | Add +15.8% | 3,966,698 | $206.3M |
| Daiwa Securities Group Inc. | 0.45% | Add +741.7% | 3,841,827 | $200.4M |
| Prudential Financial Inc. | 0.21% | Add +3.5% | 3,640,623 | $189.9M |
| Alyeska Investment Group, L.P. | 0.48% | Add +181.8% | 3,604,898 | $188.0M |
| Federated Hermes, Inc. | 0.25% | Reduce -0.9% | 3,276,304 | $170.9M |
| Canada Pension Plan Investment Board | 0.09% | Add +43.7% | 3,236,200 | $168.8M |
| Duff & Phelps Investment Management Co. | 1.53% | Add +186.2% | 3,100,314 | $161.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.6% | 2,963,670 | $154.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +5.8% | 2,838,622 | $148.0M |
| Capital World Investors | 0.02% | Add +95.8% | 2,809,787 | $146.5M |
| Norges Bank | 0.01% | — | 2,676,071 | $139.6M |
| Balyasny Asset Management L.P. | 0.26% | Add +125.3% | 2,631,472 | $137.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +88.0% | 2,606,778 | $135.9M |
| Morgan Stanley | 0.01% | Add +35.9% | 2,378,640 | $124.0M |
| Nuveen, LLC | 0.03% | Add +76.7% | 2,234,829 | $116.5M |
| American Century Companies Inc. | 0.05% | Add +7.4% | 2,196,829 | $114.6M |
| TD Asset Management Inc | 0.09% | Add +1.6% | 2,033,013 | $106.0M |
| Millennium Management | 0.07% | Add +2300.7% | 1,992,073 | $103.9M |
| Hudson Bay Capital Management LP | 0.53% | Add +59.5% | 1,906,718 | $99.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -28.4% | 2,005,087 | $94.6M |
| Northern Trust Corp. | 0.01% | Reduce -22.9% | 1,751,187 | $91.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.17% | Add +28.3% | 1,614,014 | $84.2M |
| Two Sigma Investments, LP | 0.06% | Add +20.2% | 1,532,710 | $79.9M |
| Citadel Advisors | 0.05% | Add +71.5% | 1,504,714 | $78.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.4% | 1,495,661 | $78.0M |
| GRS Advisors, LLC | 6.20% | Add +38.0% | 1,408,592 | $73.5M |
| UBS Group AG | 0.01% | Add +101.9% | 1,363,059 | $71.1M |
| Bahl & Gaynor LLC | 0.32% | Add +11.0% | 1,340,954 | $69.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.8% | 1,229,897 | $64.1M |
| Land & Buildings Investment Management, LLC | 9.84% | Add +8.9% | 1,100,637 | $57.4M |
| HRT Financial LP | 0.10% | New | 1,068,817 | $55.7M |
| Aberdeen Group plc | 0.08% | Reduce -7.6% | 1,063,137 | $55.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +61444.4% | 1,030,254 | $53.7M |
| Qube Research & Technologies Ltd | 0.06% | Add +350.8% | 1,019,930 | $53.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.5% | 1,017,457 | $53.1M |
| Voya Investment Management LLC | 0.05% | Add +954.5% | 993,925 | $51.8M |
| Legal & General Group Plc | 0.01% | Reduce -9.9% | 929,847 | $48.5M |
| Eurizon Capital SGR S.p.A. | 0.12% | Add +23.9% | 892,612 | $46.5M |
| Anchor Capital Advisors LLC | 1.28% | Add +391.3% | 872,994 | $45.5M |
| Los Angeles Capital Management LLC | 0.17% | Add +9354.0% | 865,893 | $45.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Add +171.4% | 826,988 | $43.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -18.5% | 821,385 | $42.8M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +102.5% | 810,000 | $42.2M |
| Burkehill Global Management, LP | 1.57% | New | 800,000 | $41.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.3% | 779,243 | $41.0M |
| Susquehanna International Group, LLP | 0.04% | Add +193.1% | 776,485 | $40.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.2% | 731,929 | $38.2M |
| LPL Financial LLC | 0.01% | Add +6.8% | 728,683 | $38.0M |
| Nomura Asset Management International Inc. | 0.05% | Add +8.1% | 658,162 | $34.3M |
| Jain Global LLC | 0.43% | New | 641,955 | $33.5M |
| Verition Fund Management LLC | 0.24% | Add +142.5% | 613,122 | $32.0M |
| HSBC Holdings PLC | 0.01% | Add +19.4% | 598,397 | $31.2M |
| Zimmer Partners, LP | 0.70% | New | 565,372 | $29.5M |
| Freestone Grove Partners LP | 0.19% | Reduce -15.4% | 563,277 | $29.4M |
| Engineers Gate Manager LP | 0.38% | Add +683.1% | 563,166 | $29.4M |
| Rhumbline Advisers | 0.02% | Reduce -7.5% | 505,766 | $26.4M |
| Retirement Systems of Alabama | 0.08% | Add +13.6% | 481,230 | $25.1M |
| Cander Asset Management LP | 4.58% | Add +64.8% | 472,328 | $24.6M |
| Kennedy Capital Management LLC | 0.42% | Add +22.5% | 458,273 | $23.9M |
| APG Asset Management US Inc. | 0.17% | Add +7.8% | 444,285 | $23.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -9.6% | 439,424 | $22.9M |
| Soros Fund Management | 0.39% | New | 428,630 | $22.4M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +9.7% | 426,963 | $22.3M |
| Schroder Investment Management Group | 0.02% | New | 426,093 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.7% | 422,115 | $22.0M |
| Point72 Asset Management | 0.03% | New | 408,275 | $21.3M |
| Ghisallo Capital Management LLC | 0.51% | Add +166.7% | 400,000 | $20.9M |
| Lighthouse Investment Partners, LLC | 0.63% | Add +47.7% | 388,079 | $20.2M |
| Swiss National Bank | 0.01% | Add +9.7% | 385,000 | $20.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 395,520 | $19.7M |
| Squarepoint Ops LLC | 0.04% | New | 374,801 | $19.5M |
| Boothbay Fund Management, LLC | 0.38% | Add +75.2% | 372,300 | $19.4M |
| First Trust Advisors LP | 0.01% | Reduce -19.1% | 362,322 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +26.1% | 358,559 | $18.7M |
| Hazelview Securities Inc. | 2.58% | Add +3161.2% | 337,855 | $18.6M |
| Marshall Wace, LLP | 0.02% | New | 355,049 | $18.5M |
| Raymond James Financial Inc. | 0.01% | Add +66.1% | 353,124 | $18.4M |
| Wells Fargo & Company | 0.00% | Add +75.3% | 349,595 | $18.2M |
| Aptus Capital Advisors, LLC | 0.13% | Add +2.0% | 336,299 | $17.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +13.6% | 314,031 | $16.4M |
| Cetera Investment Advisers | 0.01% | Add +11.4% | 299,347 | $15.6M |
| Asset Management One Co., Ltd. | 0.04% | Add +5.8% | 290,897 | $15.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 290,799 | $15.2M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -17.1% | 289,170 | $15.1M |
| Apollo Management Holdings, L.P. | 0.24% | No change | 281,320 | $14.7M |
| Public Employees Retirement System of Ohio | 0.04% | Add +31.1% | 273,530 | $14.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +6.1% | 268,232 | $14.0M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | New | 262,786 | $13.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.08% | Reduce -7.5% | 255,950 | $13.3M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +13.8% | 247,563 | $12.9M |
| Public Employees Retirement Association of Colorado | 0.04% | Add +1083.6% | 246,583 | $12.9M |
| Sei Investments Co. | 0.01% | Add +25.7% | 245,369 | $12.8M |
| TD Waterhouse Canada Inc. | 0.03% | Add +16.4% | 232,553 | $12.5M |
| Deutsche Bank AG | 0.00% | Reduce -84.7% | 239,293 | $12.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -30.3% | 238,713 | $12.4M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -16.1% | 230,249 | $12.0M |
| Chilton Capital Management LLC | 0.37% | Reduce -3.4% | 222,903 | $11.7M |
| California State Teachers Retirement System | 0.01% | Add +11.0% | 222,964 | $11.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +2646.7% | 222,182 | $11.6M |
| California Public Employees Retirement System | 0.01% | Reduce -23.6% | 220,737 | $11.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +28.1% | 196,827 | $10.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +20.2% | 190,373 | $9.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +51.0% | 188,647 | $9.8M |
| Greenland Capital Management LP | 2.07% | Add +94.7% | 185,000 | $9.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.6% | 178,596 | $9.3M |
| Easterly Investment Partners LLC | 0.47% | Add +0.2% | 175,249 | $9.1M |
| Kingdon Capital Management, L.L.C. | 1.23% | Reduce -41.7% | 175,000 | $9.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +13.9% | 174,369 | $9.1M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +6.1% | 172,546 | $9.0M |
| Barclays PLC | 0.00% | Add +20.8% | 170,613 | $8.9M |
| Loomis Sayles & Co. L P | 0.01% | Add +22160.0% | 169,399 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +0.7% | 169,099 | $8.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.9% | 164,865 | $8.6M |
| Citigroup Inc. | 0.00% | Reduce -26.9% | 158,928 | $8.3M |
| AQR Capital Management | 0.00% | Add +114.3% | 159,183 | $8.2M |
| Fred Alger Management, LLC | 0.03% | Add +17.7% | 152,925 | $8.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.18% | Reduce -19.1% | 144,735 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -20.8% | 143,008 | $7.5M |
| Man Group plc | 0.01% | Add +391.6% | 142,769 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.2% | 142,229 | $7.4M |
| Bayhunt Capital LLC | 9.17% | Reduce -30.9% | 150,189 | $7.1M |
| Uniplan Investment Counsel, Inc. | 0.67% | Reduce -3.6% | 133,114 | $6.9M |
| State of Alaska, Department of Revenue | 0.07% | Add +5.1% | 130,152 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +4.8% | 127,429 | $6.6M |
| FJ Capital Management LLC | 0.86% | Add +117.4% | 127,389 | $6.6M |
| Cinctive Capital Management LP | 0.26% | Add +89.4% | 123,749 | $6.5M |
| Clarion Wealth Managment Partners, LLC | 5.06% | Reduce -3.5% | 120,281 | $6.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | Add +49.8% | 118,488 | $6.2M |
| Franklin Resources Inc. | 0.00% | Reduce -26.3% | 117,473 | $6.1M |
| Lord, Abbett & Co. LLC | 0.02% | New | 116,694 | $6.1M |
| Amundi | 0.00% | Add +12.5% | 114,969 | $6.0M |
| Macquarie Group Ltd. | 0.03% | Add +3.2% | 114,918 | $6.0M |
| Jump Financial, LLC | 0.06% | Add +985.1% | 111,705 | $5.8M |
| CI Investments Inc. | 0.02% | New | 111,207 | $5.8M |
| Independent Financial Group, LLC | 0.11% | Reduce -6.8% | 110,823 | $5.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 110,233 | $5.7M |
| ExodusPoint Capital Management, LP | 0.05% | New | 108,098 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Add +94.9% | 106,600 | $5.6M |
| Entropy Technologies, LP | 0.22% | New | 105,451 | $5.5M |
| Catalyst Funds Management Pty Ltd | 0.30% | New | 101,301 | $5.3M |
| Van Eck Associates Corp. | 0.00% | Add +3.2% | 98,802 | $5.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -47.4% | 98,191 | $5.1M |
| Renaissance Capital LLC | 2.80% | Add +16.8% | 97,359 | $5.1M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Add +0.4% | 94,327 | $4.9M |
| Hilton Capital Management, LLC | 0.33% | Add +0.4% | 91,657 | $4.8M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 91,025 | $4.7M |
| Jupiter Topco LLC | 0.00% | — | 86,396 | $4.5M |
| First American Bank | 0.25% | Add +4.3% | 86,242 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +75.4% | 85,654 | $4.5M |
| Amalgamated Bank | 0.03% | Add +11.5% | 85,220 | $4.4M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +8.0% | 84,648 | $4.4M |
| Treasurer of the State of North Carolina | 0.01% | New | 81,300 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.6% | 81,135 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -1.2% | 80,337 | $4.2M |
| Natixis | 0.02% | New | 79,921 | $4.2M |
| DigitalBridge Group, Inc. | 0.25% | New | 78,000 | $4.1M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | No change | 74,240 | $3.9M |
| Vanguard Global Advisers, LLC | 0.00% | Add +4.0% | 74,172 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +53.9% | 73,911 | $3.9M |
| Anson Funds Management LP | 0.36% | New | 72,620 | $3.8M |
| Harbour Capital Advisors, LLC | 0.69% | Reduce -0.9% | 70,590 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -2.5% | 69,400 | $3.6M |
| Credit Agricole S A | 0.01% | No change | 69,109 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +26.6% | 67,970 | $3.5M |
| Modern Wealth Management, LLC | 0.04% | Reduce -7.2% | 67,175 | $3.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.6% | 65,511 | $3.4M |
| RFG Advisory, LLC | 0.05% | Add +1109.3% | 63,934 | $3.3M |
| Odyssean, LLC | 0.54% | Add +121.1% | 63,508 | $3.3M |
| Tudor Investment Corporation | 0.01% | New | 62,553 | $3.3M |
| B&I Capital AG | 6.97% | Reduce -75.7% | 60,620 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +44.2% | 59,443 | $3.1M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -90.4% | 59,008 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Add +2.1% | 58,758 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +260.1% | 57,801 | $2.9M |
| Louisiana State Employees Retirement System | 0.04% | Add +9.7% | 56,400 | $2.9M |
| E. Ohman J:or Asset Management AB | 0.07% | New | 55,726 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -84.8% | 55,295 | $2.9M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.28% | Add +56.4% | 54,797 | $2.9M |
| Arizona State Retirement System | 0.01% | Add +8.6% | 52,943 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +102.9% | 51,947 | $2.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +7.1% | 51,933 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Add +1.4% | 50,350 | $2.6M |
| Metis Global Partners, LLC | 0.06% | Add +7.9% | 50,167 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +6.1% | 50,044 | $2.6M |
| Weiss Asset Management LP | 0.04% | New | 47,943 | $2.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +17.7% | 47,405 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.3% | 47,207 | $2.5M |
| Rik Saylor Financial, Inc. | 1.63% | Reduce -2.3% | 47,134 | $2.5M |
| Aster Capital Management (DIFC) Ltd | 0.51% | Add +26946.8% | 46,250 | $2.4M |
| Westpac Banking Corp. | 0.15% | Add +20.1% | 45,911 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -90.4% | 45,432 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +5.6% | 45,100 | $2.4M |
| Creative Planning | 0.00% | Add +1.5% | 44,386 | $2.3M |
| Scotia Capital Inc. | 0.01% | Reduce -2.8% | 43,933 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +11.5% | 43,500 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +9.1% | 43,352 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -14.1% | 43,157 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 41,936 | $2.2M |
| Diversify Advisory Services, LLC | 0.04% | Add +345.6% | 38,350 | $2.2M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -26.8% | 38,350 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Add +31.1% | 41,568 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 41,566 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +20.3% | 40,936 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -22.7% | 40,443 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -3.9% | 40,385 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +9.3% | 39,800 | $2.1M |
| XTX Topco Ltd | 0.03% | Reduce -76.5% | 39,645 | $2.1M |
| Storgate, LLC | 0.43% | Add +90.7% | 39,578 | $2.1M |
| Blackstone Inc. | 0.01% | Reduce -3.3% | 39,533 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.64% | Reduce -1.5% | 39,355 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +14.8% | 38,297 | $2.0M |
| Vestcor Inc | 0.05% | Add +8.4% | 37,854 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.0% | 37,799 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.2% | 37,304 | $1.9M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -1.1% | 36,945 | $1.9M |
| New Mexico Educational Retirement Board | 0.05% | No change | 36,400 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 34,742 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +123.9% | 34,513 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Reduce -3.6% | 33,238 | $1.7M |
| Florida Financial Advisors, LLC | 0.29% | Add +36.1% | 33,046 | $1.7M |
| Sterling Capital Management LLC | 0.03% | Add +651.4% | 32,032 | $1.7M |
| New Age Alpha Advisors, LLC | 0.07% | No change | 31,826 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Reduce -13.3% | 31,802 | $1.7M |
| IFM Investors Pty Ltd | 0.01% | Add +7.6% | 31,304 | $1.6M |
| Sanchez Gaunt Capital Management, LLC | 0.91% | Reduce -9.9% | 31,143 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +12.5% | 30,485 | $1.6M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +8.6% | 30,375 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | Add +3.3% | 29,594 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.0% | 28,912 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 28,155 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.12% | Add +6.4% | 28,126 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.32% | Reduce -1.9% | 27,811 | $1.5M |
| Biltmore Family Office, LLC | 0.19% | Add +1.1% | 27,604 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +55.1% | 27,332 | $1.4M |
| Fortis Group Advisors, LLC | 0.23% | Add +0.3% | 27,332 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +9.2% | 27,271 | $1.4M |
| Erste Asset Management GmbH | 0.01% | No change | 26,900 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +203.7% | 26,617 | $1.4M |
| WINTON GROUP Ltd | 0.04% | New | 26,400 | $1.4M |
| WESPAC Advisors, LLC | 0.66% | New | 25,804 | $1.3M |
| Petra Financial Advisors Inc. | 0.62% | Add +0.9% | 25,558 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -9.5% | 25,407 | $1.3M |
| Fiduciary Financial Advisors | 0.13% | New | 25,297 | $1.3M |
| Allstate Corp. | 0.01% | Add +1.0% | 24,990 | $1.3M |
| VARCOV Co. | 0.48% | New | 24,384 | $1.3M |
| EntryPoint Capital, LLC | 0.31% | New | 24,108 | $1.3M |
| LMR Partners LLP | 0.01% | New | 23,607 | $1.2M |
| Focused Wealth Management, Inc | 0.11% | Add +4.4% | 23,489 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -37.2% | 23,100 | $1.2M |
| Xponance LLC | 0.01% | Reduce -7.9% | 23,017 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 22,655 | $1.2M |
| M&T Bank Corp | 0.00% | Add +16.7% | 22,317 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +18.1% | 22,311 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Reduce -86.0% | 21,722 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +78.8% | 21,638 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.8% | 20,391 | $1.1M |
| Jupiter Asset Management Ltd. | 0.01% | Reduce -63.8% | 20,259 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.2% | 20,066 | $1.0M |
| GAMCO Investors | 0.01% | No change | 20,000 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -26.1% | 19,376 | $1.0M |
| PVG Asset Management Corp. | 0.58% | No change | 19,237 | $1.0M |
| AE Wealth Management LLC | 0.00% | Add +1.2% | 19,121 | $997K |
| Quadrature Capital Ltd | 0.01% | New | 19,066 | $994K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.0% | 18,702 | $975K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -11.5% | 18,600 | $970K |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 18,245 | $951K |
| Spire Wealth Management | 0.03% | Reduce -0.0% | 18,067 | $942K |
| N.E.W. Advisory Services LLC | 0.06% | Add +6.4% | 17,842 | $930K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.0% | 17,049 | $889K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.2% | 16,998 | $886K |
| Atom Investors LP | 0.08% | Reduce -61.8% | 16,811 | $877K |
| Prelude Capital Management, LLC | 0.06% | New | 16,002 | $835K |
| Advisory Resource Group | 0.12% | No change | 15,916 | $830K |
| Securian Asset Management, Inc. | 0.03% | Add +8.7% | 14,212 | $812K |
| Nvest Financial, LLC | 0.26% | Reduce -11.0% | 15,508 | $809K |
| Accel Wealth Management | 0.18% | Add +0.0% | 15,457 | $806K |
| Trek Financial, LLC | 0.04% | Reduce -2.8% | 15,387 | $802K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 15,351 | $801K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.5% | 15,250 | $795K |
| Vanderbilt University | 0.11% | Add +175.1% | 15,225 | $794K |
| Evolve Private Wealth, LLC | 0.05% | New | 15,042 | $788K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 14,945 | $779K |
| Waverly Advisors, LLC | 0.00% | Add +12.2% | 14,865 | $775K |
| Cerity Partners LLC | 0.00% | Reduce -37.1% | 14,489 | $756K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -26.9% | 14,454 | $754K |
| Vise Technologies, Inc. | 0.01% | Add +29.7% | 14,431 | $753K |
| Selective Wealth Management, Inc. | 0.20% | No change | 13,128 | $750K |
| Bank of Montreal | 0.00% | Add +2.2% | 14,195 | $740K |
| Miramontes Capital, LLC | 0.23% | Reduce -15.9% | 14,116 | $736K |
| Schnieders Capital Management, Llc. | 0.10% | No change | 14,006 | $730K |
| COFG Advisors, LLC | 0.13% | No change | 13,938 | $727K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.1% | 13,654 | $712K |
| Militia Capital Management LLC | 0.13% | New | 13,600 | $709K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -87.5% | 13,300 | $694K |
| Baird Financial Group, Inc. | 0.00% | Reduce -13.6% | 13,245 | $691K |
| Vontobel Holding Ltd. | 0.00% | Add +0.2% | 12,736 | $664K |
| Gallacher Capital Management LLC | 0.37% | New | 12,735 | $664K |
| Cresset Asset Management, LLC | 0.00% | New | 12,672 | $664K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -20.4% | 12,628 | $659K |
| Peak Financial Advisors LLC | 0.27% | Add +0.5% | 12,459 | $650K |
| Sigma Planning Corp | 0.02% | Reduce -18.7% | 12,354 | $644K |
| Sanctuary Advisors, LLC | 0.00% | Add +62.7% | 12,174 | $635K |
| Diametric Capital, LP | 0.07% | New | 12,138 | $633K |
| Cambridge Financial Group, LLC | 0.20% | No change | 11,993 | $625K |
| Asset Dedication, LLC | 0.04% | Add +133.3% | 11,993 | $625K |
| HMS Capital Management, LLC | 0.23% | Reduce -1.0% | 11,805 | $616K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.4% | 11,701 | $610K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -16.6% | 11,611 | $606K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +1.3% | 11,439 | $597K |
| Gotham Asset Management | 0.00% | Reduce -4.4% | 11,161 | $582K |
| Everest Financial Group LLC | 0.08% | Reduce -2.0% | 11,006 | $574K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -24.2% | 10,941 | $571K |
| Quantbot Technologies LP | 0.02% | Reduce -81.7% | 10,932 | $570K |
| Beacon Capital Management, LLC | 0.08% | Add +0.2% | 10,645 | $555K |
| Simplicity Wealth,LLC | 0.02% | New | 10,641 | $555K |
| Proactive Wealth Strategies LLC | 0.09% | Reduce -5.8% | 10,570 | $551K |
| Ballentine Partners, LLC | 0.01% | Add +1.4% | 10,543 | $550K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -2.8% | 10,051 | $538K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.7% | 10,289 | $537K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.7% | 10,167 | $530K |
| Ameritas Advisory Services, LLC | 0.01% | Add +31.0% | 9,976 | $520K |
| Utah Retirement Systems | 0.00% | New | 9,958 | $519K |
| Maryland State Retirement & Pension System | 0.01% | New | 9,938 | $518K |
| US Bancorp \de | 0.00% | Add +7.0% | 9,928 | $518K |
| Fulcrum Equity Management | 0.42% | Add +0.0% | 9,909 | $517K |
| VVR Holdings LLC | 0.22% | Reduce -7.5% | 9,706 | $506K |
| Jefferies Financial Group Inc. | 0.00% | New | 9,633 | $502K |
| Lifestyle Asset Management, Inc. | 0.13% | No change | 9,482 | $494K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -30.1% | 9,464 | $494K |
| IFP Advisors, Inc | 0.01% | Add +36.2% | 9,185 | $479K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.1% | 9,159 | $478K |
| Inspire Investing, LLC | 0.02% | New | 9,137 | $476K |
| Benjamin Edwards Inc. | 0.00% | Add +15.0% | 9,104 | $475K |
| Corient Private Wealth LP | 0.00% | Add +15.1% | 9,065 | $473K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 8,789 | $458K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +20.0% | 8,715 | $454K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.8% | 8,705 | $454K |
| Sheets Smith Wealth Management | 0.04% | No change | 8,496 | $443K |
| Exchange Traded Concepts, LLC | 0.00% | Add +14.1% | 8,487 | $443K |
| Integrated Wealth Concepts LLC | 0.00% | Add +78.1% | 8,481 | $442K |
| Castleview Partners, LLC | 0.19% | Reduce -2.3% | 8,476 | $442K |
| West Wealth Group, LLC | 0.07% | Add +0.5% | 8,414 | $439K |
| S. R. Schill & Associates | 0.26% | No change | 8,339 | $435K |
| DNB Asset Management AS | 0.00% | No change | 8,338 | $435K |
| Norinchukin Bank, The | 0.00% | Add +6.0% | 8,333 | $435K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.1% | 8,281 | $432K |
| Brevan Howard Capital Management LP | 0.01% | Add +7.9% | 8,155 | $425K |
| Investmark Advisory Group LLC | 0.16% | Add +0.1% | 8,028 | $419K |
| Inscription Capital, LLC | 0.04% | Reduce -10.9% | 8,003 | $417K |
| Addison Capital Co | 0.07% | Reduce -22.6% | 7,877 | $411K |
| Brookstone Capital Management | 0.00% | Add +12.5% | 7,840 | $409K |
| Ninety One UK Ltd | 0.00% | Add +10.7% | 7,769 | $405K |
| Mutual Advisors, LLC | 0.01% | Add +8.9% | 7,702 | $402K |
| Csenge Advisory Group | 0.02% | Add +3.4% | 7,687 | $401K |
| PNC Financial Services Group, Inc. | 0.00% | Add +39.4% | 7,682 | $401K |
| Brookfield Corp | 0.00% | Reduce -96.6% | 7,654 | $399K |
| ProShare Advisors LLC | 0.00% | Reduce -77.0% | 7,602 | $396K |
| HRC Wealth Management, LLC | 0.16% | Reduce -6.3% | 7,549 | $394K |
| Abel Hall, LLC | 0.07% | Reduce -12.1% | 7,510 | $392K |
| Graham Capital Management, L.P. | 0.02% | New | 7,462 | $389K |
| A&I Financial Services, LLC | 0.17% | No change | 7,422 | $387K |
| Tran Capital Management, L.P. | 0.04% | No change | 7,350 | $383K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 7,297 | $381K |
| Liberty Wealth Management LLC | 0.05% | No change | 7,321 | $368K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.3% | 7,037 | $367K |
| Safe Harbor Family Capital, LLC | 0.24% | No change | 7,020 | $366K |
| Gross & Hartman Investments LLC | 0.16% | No change | 7,020 | $366K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -2.8% | 7,009 | $366K |
| Atria Investments, Inc | 0.00% | New | 6,971 | $364K |
| Assetmark, Inc. | 0.00% | Add +33.1% | 6,928 | $361K |
| Ethic Inc. | 0.00% | Reduce -32.0% | 6,924 | $361K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.1% | 6,923 | $361K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 6,822 | $356K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -0.1% | 6,813 | $355K |
| Arax Advisory Partners | 0.00% | Add +1507.5% | 6,671 | $348K |
| Centaurus Financial, Inc. | 0.01% | Add +12.7% | 6,661 | $347K |
| ProVise Management Group, LLC | 0.02% | Reduce -0.8% | 6,642 | $346K |
| Praxis Investment Management Inc. | 0.02% | Add +16.7% | 6,644 | $346K |
| International Assets Investment Management, LLC | 0.02% | Add +0.8% | 6,445 | $346K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -20.8% | 6,629 | $346K |
| Smith, Moore & Co. | 0.02% | Reduce -2.6% | 6,542 | $341K |
| Mindset Wealth Management, LLC | 0.07% | New | 6,514 | $340K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -27.0% | 6,493 | $339K |
| PFG Investments, LLC | 0.01% | Add +11.9% | 6,425 | $335K |
| &partners | 0.00% | Add +20.4% | 6,294 | $328K |
| Harvest Investment Services, LLC | 0.05% | New | 6,242 | $326K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.9% | 6,238 | $325K |
| Pacific Excel Wealth Advisors, Inc. | 0.13% | New | 6,238 | $325K |
| Heritage Family Offices, LLP | 0.13% | Reduce -5.5% | 6,238 | $325K |
| Level Four Advisory Services, LLC | 0.01% | Add +17.6% | 6,152 | $321K |
| Western Wealth Management, LLC | 0.01% | Reduce -48.4% | 6,108 | $319K |
| First Heartland Consultants, Inc. | 0.02% | Add +12.0% | 5,955 | $311K |
| Shelton Capital Management | 0.01% | No change | 5,885 | $307K |
| AlphaCore Capital LLC | 0.01% | New | 5,882 | $307K |
| Mgo One Seven LLC | 0.01% | Add +6.6% | 5,842 | $305K |
| CIBC Asset Management Inc | 0.00% | New | 5,815 | $303K |
| SummitTX Capital, L.P. | 0.01% | New | 5,729 | $299K |
| Saxony Capital Management, LLC | 0.14% | Add +11.7% | 5,725 | $299K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.0% | 5,654 | $295K |
| Anson Capital, Inc. | 0.19% | Reduce -22.3% | 5,645 | $294K |
| North Dakota State Investment Board | 0.01% | New | 5,625 | $293K |
| A4 Wealth Advisors LLC | 0.20% | Reduce -64.1% | 5,611 | $293K |
| PFG Advisors | 0.01% | No change | 5,592 | $292K |
| KBC Group NV | 0.00% | Reduce -68.3% | 5,587 | $291K |
| Fiduciary Alliance LLC | 0.02% | Reduce -3.5% | 5,557 | $290K |
| Creative Financial Designs Inc. | 0.01% | Add +66.3% | 5,540 | $289K |
| AlphaGrep UK Ltd | 0.09% | New | 5,497 | $287K |
| Anb Bank | 0.11% | Add +1.0% | 5,483 | $286K |
| Kovack Advisors, Inc. | 0.01% | Reduce -24.7% | 5,306 | $285K |
| Norden Group LLC | 0.02% | Add +2.3% | 5,398 | $282K |
| Nicolet Bankshares Inc. | 0.01% | Add +13.8% | 5,221 | $281K |
| Virtue Capital Management, LLC | 0.04% | No change | 5,334 | $278K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -25.8% | 5,260 | $274K |
| OneAscent Financial Services LLC | 0.01% | New | 5,212 | $272K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -21.3% | 5,191 | $271K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 5,181 | $270K |
| West Michigan Advisors, LLC | 0.05% | No change | 5,129 | $269K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -1.4% | 5,153 | $269K |
| Aquire Wealth Advisors, LLC | 0.06% | No change | 5,147 | $268K |
| HUB Investment Partners, LLC | 0.00% | Add +1.1% | 5,068 | $264K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.8% | 5,056 | $264K |
| Gaddis Premier Wealth Advisors LLC | 0.16% | No change | 5,045 | $263K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -68.5% | 5,028 | $262K |
| Franchise GP Ltd | 0.12% | Add +207.2% | 4,838 | $252K |
| BDFS Capital LLC | 0.11% | No change | 4,827 | $252K |
| Venture Visionary Partners LLC | 0.01% | No change | 4,720 | $246K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 4,650 | $242K |
| Apriem Advisors | 0.02% | No change | 4,613 | $241K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -2.0% | 4,584 | $239K |
| World Investment Advisors | 0.00% | Reduce -36.0% | 5,004 | $236K |
| Smith Salley Wealth Management | 0.01% | Reduce -13.4% | 4,530 | $236K |
| Laurion Capital Management LP | 0.02% | New | 4,514 | $235K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 4,461 | $233K |
| Leelyn Smith, LLC | 0.03% | No change | 4,450 | $232K |
| Composition Wealth, LLC | 0.00% | Reduce -0.5% | 4,438 | $231K |
| Navis Wealth Advisors, LLC | 0.09% | No change | 4,428 | $231K |
| Armistice Capital, LLC | 0.01% | New | 4,424 | $231K |
| Amicus Financial Advisors, LLC | 0.06% | No change | 4,375 | $228K |
| Marex Group Ltd | 0.00% | New | 4,189 | $218K |
| Profund Advisors LLC | 0.01% | Reduce -43.2% | 4,069 | $212K |
| Purkiss Capital Advisors LLC | 0.08% | New | 3,988 | $208K |
| FLC Capital Advisors | 0.03% | New | 3,897 | $203K |
| Plan Group Financial, LLC | 0.04% | New | 3,858 | $201K |
| Kestra Investment Management, LLC | 0.00% | New | 3,826 | $200K |
| CX Institutional | 0.01% | Reduce -11.2% | 3,556 | $185K |
| Spirit of America Management Corp. | 0.03% | Add +133.3% | 3,500 | $183K |
| IFG Advisory, LLC | 0.01% | New | 3,301 | $172K |
| Horizon Investments, LLC | 0.00% | Add +18.6% | 3,272 | $171K |
| GAMMA Investing LLC | 0.01% | Add +7.3% | 3,264 | $170K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,233 | $168K |
| Tidemark, LLC | 0.04% | Add +0.1% | 3,206 | $167K |
| Nova Wealth Management, Inc. | 0.09% | No change | 3,122 | $163K |
| POM Investment Strategies, LLC | 0.18% | No change | 3,084 | $161K |
| Tsfg, LLC | 0.02% | New | 3,001 | $157K |
| NFSG Corp | 0.02% | No change | 2,993 | $156K |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.1% | 2,649 | $138K |
| Summit Securities Group LLC | 0.03% | Add +6755.3% | 2,605 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 2,599 | $136K |
| GF Fund Management Co. LTD. | 0.00% | Add +1.9% | 2,597 | $135K |
| Main Street Group, LTD | 0.03% | No change | 2,568 | $134K |
| Global Retirement Partners, LLC | 0.00% | — | 2,560 | $133K |
| Fifth Third Bancorp | 0.00% | Add +0.2% | 2,531 | $132K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -11.7% | 2,462 | $128K |
| Markowski Investments | 0.03% | — | 2,430 | $127K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +1.0% | 2,371 | $124K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,762 | $92K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,750 | $91K |
| Huntington National Bank | 0.00% | Reduce -23.4% | 1,704 | $89K |
| Independence Bank of Kentucky | 0.01% | New | 1,583 | $83K |
| FIL Ltd | 0.00% | Add +1.4% | 1,560 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -14.7% | 1,494 | $78K |
| WPG Advisers, LLC | 0.04% | No change | 1,467 | $77K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -87.8% | 1,408 | $74K |
| Decker Retirement Planning Inc. | 0.03% | Add +9.4% | 1,409 | $73K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -21.4% | 1,295 | $68K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 1,247 | $65K |
| Prosperity Bancshares Inc | 0.04% | Reduce -7.5% | 1,054 | $55K |
| Triumph Capital Management | 0.01% | Reduce -46.4% | 1,049 | $55K |
| Avalon Trust Co | 0.00% | No change | 989 | $52K |
| UMB Bank, n.a. | 0.00% | Add +2.1% | 952 | $50K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +1.8% | 939 | $49K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.5% | 924 | $48K |
| North Star Investment Management Corp. | 0.00% | Reduce -1.0% | 916 | $48K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.9% | 903 | $47K |
| Wolff Wiese Magana LLC | 0.02% | No change | 832 | $43K |
| IMA Advisory Services, Inc. | 0.00% | New | 826 | $43K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -78.4% | 790 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.0% | 722 | $38K |
| Persistent Asset Partners Ltd | 0.01% | New | 686 | $36K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -73.8% | 658 | $34K |
| Larson Financial Group LLC | 0.00% | Reduce -0.2% | 614 | $32K |
| Aew Capital Management L P | 0.00% | Add +20.0% | 600 | $31K |
| Bessemer Group Inc. | 0.00% | Add +193.8% | 573 | $30K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 563 | $29K |
| Manning & Napier Advisors LLC | 0.00% | No change | 545 | $28K |
| Simplex Trading, LLC | 0.00% | Reduce -68.0% | 521 | $27K |
| Silicon Valley Capital Partners | 0.00% | Add +0.6% | 518 | $27K |
| Lanark Financial, Inc. | 0.00% | Add +1172.5% | 509 | $27K |
| Peregrine Capital Management LLC | 0.00% | New | 500 | $26K |
| Outlook Capital Management, LLC | 0.01% | — | 487 | $25K |
| Financial Gravity Companies, Inc. | 0.00% | — | 481 | $25K |
| McDonald Partners LLC | 0.01% | New | 463 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 448 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 432 | $23K |
| Itau Unibanco Holding S.A. | 0.00% | New | 397 | $21K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 392 | $20K |
| Blue Trust, Inc. | 0.00% | Reduce -5.4% | 384 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.2% | 376 | $20K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +559.6% | 343 | $18K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +28.4% | 321 | $17K |
| Archer Investment Corp | 0.00% | No change | 310 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 258 | $13K |
| Whittier Trust Co. | 0.00% | No change | 206 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -26.7% | 192 | $10K |
| Covestor Ltd | 0.01% | Add +0.6% | 181 | $9K |
| Vanguard National Trust Co | 0.00% | New | 163 | $9K |
| Capital Advisor Network LLC | 0.01% | No change | 153 | $8K |
| Meeder Asset Management Inc. | 0.00% | New | 153 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 146 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.4% | 145 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.2% | 139 | $7K |
| LGT Financial Advisors LLC | 0.04% | New | 135 | $7K |
| Capital Analysts, LLC | 0.00% | Reduce -35.4% | 128 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 126 | $7K |
| Zions Bancorporation, National Association | 0.00% | Reduce -12.0% | 132 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +87.1% | 116 | $6K |
| Quent Capital, LLC | 0.00% | No change | 100 | $5K |
| Aventura Private Wealth, LLC | 0.00% | New | 79 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 78 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -87.4% | 62 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 59 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 55 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 52 | $3K |
| Kilter Group LLC | 0.00% | Reduce -2.4% | 41 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 38 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +12.5% | 36 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -54.0% | 34 | $2K |
| Clearstead Advisors, LLC | 0.00% | Add +24.0% | 31 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -55.4% | 29 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 24 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 22 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -33.3% | 20 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -14.3% | 18 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 18 | $939 |
| Rialto Wealth Management, LLC | 0.00% | No change | 17 | $887 |
| Cornerstone Financial Management LLC | 0.00% | Add +50.0% | 15 | $782 |
| Private Trust Co. NA | 0.00% | No change | 14 | $730 |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $629 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 11 | $574 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 11 | $574 |
| Quarry LP | 0.00% | Reduce -88.3% | 9 | $469 |
| Dunhill Financial, LLC | 0.00% | No change | 8 | $429 |
| Sachetta, LLC | 0.00% | New | 8 | $418 |
| Planning Strategies Inc. | 0.00% | — | 8 | $417 |
| SHP Wealth Management | 0.00% | New | 6 | $313 |
| American Capital Advisory, LLC | 0.00% | No change | 4 | $209 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $209 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $157 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $52 |
| Activest Wealth Management | 0.00% | New | 1 | $52 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is AHR's weight in each manager's 13F, not the share of American Healthcare REIT Inc. the manager owns.