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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$41.28 +0.72 (+1.77%)
Closing price 10/13/2025 03:59 PM Eastern
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$41.36 +0.09 (+0.21%)
As of 07:09 AM Eastern
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Institutional Ownership Changes (13F Filings) for American Healthcare REIT (NYSE:AHR)

Current
Institutional Ownership
Percentage
16.68%
Number of
Institutional Buyers
(last 12 months)
367
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$727.49M
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AHR Institutional Buying and Selling by Quarter

American Healthcare REIT Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Focused Wealth Management Inc24,379$1.02M0.1%+2.8%0.014%
10/10/2025 Castleview Partners LLC9,619$404K0.2%-25.0%0.006%
10/9/2025 Voya Investment Management LLC29,225$1.23M0.0%-33.0%0.017%
10/9/2025 Harbour Capital Advisors LLC74,015$3.04M0.6%+2.6%0.044%
10/9/2025 Dynamic Advisor Solutions LLC50,926$2.14M0.1%-3.2%0.030%
10/8/2025 Sheets Smith Investment Management15,432$648K0.4%N/A0.009%
10/8/2025 Fiduciary Alliance LLC7,367$309K0.0%-20.3%0.004%
10/8/2025 Accel Wealth Management13,412$563K0.2%-15.0%0.008%
10/7/2025 Heritage Family Offices LLP8,402$353K0.2%-7.5%0.005%
10/6/2025 Grove Bank & Trust1,648$69K0.0%-53.5%0.001%
10/6/2025 Cambridge Financial Group LLC11,993$504K0.2%N/A0.007%
10/2/2025 GAMMA Investing LLC2,053$86K0.0%+19.6%0.001%
9/26/2025Corient Private Wealth LLC8,909$327K0.0%+10.9%0.005%
9/4/2025Osaic Holdings Inc.259,649$9.54M0.0%-4.1%0.154%
8/29/2025Total Investment Management Inc.884$32K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.5,157$189K0.0%+18.6%0.003%
8/27/2025Orion Porfolio Solutions LLC30,057$1.10M0.0%+101.3%0.018%
8/21/2025Clarion Wealth Managment Partners LLC149,968$5.51M6.0%N/A0.089%
8/19/2025State of Wyoming1,648$61K0.0%N/A0.001%
8/18/2025Hudson Bay Capital Management LP375,101$13.78M0.0%-60.0%0.223%
8/18/2025N.E.W. Advisory Services LLC20,522$754K0.1%-26.3%0.012%
8/18/2025Geneos Wealth Management Inc.31,583$1.16M0.0%+35.2%0.019%
8/18/2025Westwood Holdings Group Inc.13,324$490K0.0%-7.4%0.008%
8/15/2025CANADA LIFE ASSURANCE Co249,935$9.19M0.0%+13.8%0.148%
8/15/2025Tower Research Capital LLC TRC 22,989$845K0.0%+454.4%0.014%
8/15/2025Corient Private Wealth LLC8,909$327K0.0%+10.9%0.005%
8/15/2025Captrust Financial Advisors20,512$754K0.0%-4.4%0.013%
8/15/2025BROOKFIELD Corp ON 456,423$16.77M0.0%-46.1%0.286%
8/15/2025Vident Advisory LLC5,549$204K0.0%-26.0%0.003%
8/15/2025MML Investors Services LLC23,684$870K0.0%+7.6%0.015%
8/15/2025Militia Capital Partners LP18,800$691K0.3%+26.2%0.012%
8/15/2025Modern Wealth Management LLC86,114$3.16M0.1%-10.2%0.054%
8/15/2025Lazard Asset Management LLC36,942$1.36M0.0%+1,488.2%0.023%
8/15/2025Hilton Capital Management LLC156,586$5.75M0.5%-1.5%0.098%
8/15/2025Hudson Bay Capital Management LP375,101$13.78M0.0%-60.0%0.235%
8/15/2025Great Valley Advisor Group Inc.8,856$325K0.0%-4.1%0.006%
8/15/2025Engineers Gate Manager LP26,281$966K0.0%N/A0.016%
8/15/2025BNP Paribas Financial Markets22,520$827K0.0%+148.9%0.014%
8/15/2025Boothbay Fund Management LLC308,575$11.34M0.2%+29.3%0.193%
8/15/2025Balyasny Asset Management L.P.17,737$652K0.0%-74.3%0.011%
8/15/2025Bamco Inc. NY200,144$7.35M0.0%-3.7%0.125%
8/15/2025Bank of America Corp DE1,435,651$52.75M0.0%+33.5%0.900%
8/15/2025Adage Capital Partners GP L.L.C.1,070,000$39.31M0.1%+1.9%0.671%
8/15/2025Ameriprise Financial Inc.132,131$4.86M0.0%-9.4%0.083%
8/14/2025California State Teachers Retirement System140,769$5.17M0.0%+0.3%0.088%
8/14/2025Raymond James Financial Inc.119,754$4.40M0.0%-19.9%0.075%
8/14/2025Darwin Wealth Management LLC833$31K0.0%N/A0.001%
8/14/2025FJ Capital Management LLC62,994$2.31M0.2%+9.3%0.039%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.87,316$3.21M0.0%-3.5%0.055%
8/14/2025Diversify Wealth Management LLC24,499$993K0.1%-10.8%0.015%
8/14/2025Diversify Advisory Services LLC35,983$1.46M0.1%-4.9%0.023%
8/14/2025Alliancebernstein L.P.5,318,866$195.42M0.1%+16.7%3.335%
8/14/2025The Manufacturers Life Insurance Company 85,945$3.16M0.0%-1.0%0.054%
8/14/2025Sei Investments Co.432,336$15.88M0.0%-33.3%0.271%
8/14/2025NewEdge Advisors LLC40,969$1.51M0.0%+74.3%0.026%
8/14/2025Qube Research & Technologies Ltd859,030$31.56M0.0%+54.9%0.539%
8/14/2025GRS Advisors LLC1,828,328$67.17M6.5%+43.4%1.146%
8/14/2025State Street Corp6,902,944$255.29M0.0%+6.5%4.328%
8/14/2025Daiwa Securities Group Inc.341,602$12.55M0.0%+5.5%0.214%
8/14/2025Prestige Wealth Management Group LLC3,267$121K0.0%-19.3%0.002%
8/14/2025WINTON GROUP Ltd21,095$775K0.0%N/A0.013%
8/14/2025Cerity Partners LLC27,944$1.03M0.0%-10.0%0.018%
8/14/2025Federated Hermes Inc.707,237$25.98M0.0%+6.5%0.443%
8/13/2025Seven Springs Wealth Group LLC18,274$671K0.2%-2.1%0.011%
8/13/2025SageView Advisory Group LLC9,344$346K0.0%-25.6%0.006%
8/13/2025Amundi77,504$2.82M0.0%-12.4%0.049%
8/13/2025Marshall Wace LLP147,800$5.43M0.0%N/A0.093%
8/13/2025First Trust Advisors LP363,608$13.36M0.0%+155.7%0.228%
8/13/2025Kennedy Capital Management LLC257,344$9.46M0.2%+813.2%0.161%
8/13/2025Invesco Ltd.5,820,530$213.85M0.0%+15.9%3.649%
8/13/2025Trek Financial LLC14,447$531K0.0%-4.3%0.009%
8/13/2025WCG Wealth Advisors LLC17,621$647K0.0%-5.0%0.011%
8/13/2025Beacon Pointe Advisors LLC11,235$413K0.0%+18.2%0.007%
8/13/2025Arrowstreet Capital Limited Partnership83,175$3.06M0.0%N/A0.052%
8/13/2025Quantbot Technologies LP16,367$601K0.0%-14.1%0.010%
8/13/2025M&T Bank Corp13,754$506K0.0%+4.9%0.009%
8/13/2025Denver Wealth Management Inc.5,815$214K0.1%N/A0.004%
8/13/2025New York State Common Retirement Fund50,400$1.85M0.0%+7.2%0.032%
8/13/2025Norges Bank688,357$25.29M0.0%N/A0.432%
8/13/2025Scotia Capital Inc.30,414$1.12M0.0%-20.5%0.019%
8/13/2025Hsbc Holdings PLC152,119$5.58M0.0%+6.2%0.095%
8/13/2025Northwestern Mutual Wealth Management Co.4,409$162K0.0%-58.4%0.003%
8/13/2025Capital Fund Management S.A.164,172$6.03M0.0%N/A0.103%
8/13/2025Korea Investment CORP103,672$3.81M0.0%N/A0.065%
8/13/2025Employees Retirement System of Texas135,580$4.98M0.0%-11.1%0.085%
8/13/2025Russell Investments Group Ltd.1,557,518$57.22M0.1%-1.5%0.977%
8/12/2025J.W. Cole Advisors Inc.64,923$2.39M0.1%-33.0%0.041%
8/12/2025Steward Partners Investment Advisory LLC24,268$892K0.0%-3.9%0.015%
8/12/2025CreativeOne Wealth LLC14,528$534K0.0%+18.4%0.009%
8/12/2025Ameritas Investment Partners Inc.16,264$598K0.0%+5.7%0.010%
8/12/2025Prudential Financial Inc.2,732,663$100.40M0.1%+5.5%1.713%
8/12/2025Cynosure Group LLC23,202$852K0.1%N/A0.015%
8/12/2025Charles Schwab Investment Management Inc.2,433,625$89.41M0.0%+8.9%1.526%
8/12/2025American Century Companies Inc.2,556,000$93.91M0.1%+103.6%1.603%
8/12/2025Rhumbline Advisers273,447$10.05M0.0%+9.4%0.171%
8/12/2025Journey Strategic Wealth LLC37,308$1.37M0.0%-5.8%0.023%
8/12/2025Franklin Resources Inc.236,110$8.68M0.0%+44.3%0.148%
8/12/2025Legal & General Group Plc914,367$33.59M0.0%+3.2%0.573%
8/12/2025JPMorgan Chase & Co.449,443$16.51M0.0%+5.0%0.282%
8/12/2025Swiss National Bank303,300$11.14M0.0%+2.3%0.190%
(Data available from 1/1/2016 forward)

AHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AHR shares?

During the previous two years, 434 institutional investors and hedge funds held shares of American Healthcare REIT. The most heavily invested institutionals were Vanguard Group Inc. ($569.49M), Principal Financial Group Inc. ($374.92M), Wellington Management Group LLP ($271.49M), State Street Corp ($255.29M), Invesco Ltd. ($213.85M), Alliancebernstein L.P. ($195.42M), and Geode Capital Management LLC ($174.88M).Learn more on American Healthcare REIT's institutional investors.

What percentage of American Healthcare REIT's stock is owned by institutional investors?

16.68% of American Healthcare REIT's stock is owned by institutional investors. Learn more on AHR's institutional investor holdings.

Which institutional investors have been buying American Healthcare REIT's stock?

Of the 391 institutional investors that purchased American Healthcare REIT's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($15.70M), Vanguard Group Inc. ($12.01M), Invesco Ltd. ($5.74M), Centersquare Investment Management LLC ($4.61M), Alliancebernstein L.P. ($4.31M), Geode Capital Management LLC ($3.05M), and State Street Corp ($2.96M).

How much institutional buying is happening at American Healthcare REIT?

Institutional investors have bought a total of 76,334,823 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

Which of American Healthcare REIT's major shareholders have been selling company stock?

Of the 200 institutional investors that sold American Healthcare REIT's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($4.49M), Alyeska Investment Group L.P. ($2.62M), Hudson Bay Capital Management LP ($2.36M), Millennium Management LLC ($2.09M), American Century Companies Inc. ($1.28M), Jane Street Group LLC ($1.10M), and Cbre Investment Management Listed Real Assets LLC ($986.77K).

How much institutional selling is happening at American Healthcare REIT?

Institutional investors have sold a total of 24,352,283 shares in the last 24 months. This volume of shares sold represents approximately $727.49M in transactions.



This page (NYSE:AHR) was last updated on 10/14/2025 by MarketBeat.com Staff
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