American Healthcare REITAHR

13F holders, Q2 2026 (June 30)
573holders +52
91new positions
40sold out
9famous investors
$52.12avg. 13F price*

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

0200400600 Q1 2024: 104Q1 2024Q2 2024: 130Q2 2024Q3 2024: 369Q3 2024Q4 2024: 390Q4 2024Q1 2025: 397Q1 2025Q2 2025: 416Q2 2025Q3 2025: 450Q3 2025Q4 2025: 534Q4 2025Q1 2026: 521Q1 2026Q2 2026: 573Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions91$600.9M
Exits40$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.