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American Healthcare REIT (AHR) Institutional Ownership

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$40.55 +0.17 (+0.42%)
Closing price 03:59 PM Eastern
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$40.19 -0.36 (-0.89%)
As of 08:00 PM 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)
359
Total
Institutional Inflows
(last 12 months)
$2.05B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$666.74M
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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
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%
8/12/2025Handelsbanken Fonder AB45,300$1.66M0.0%-11.9%0.028%
8/11/2025 Greenland Capital Management LP49,124$1.81M0.2%-66.1%0.031%
8/11/2025 Nomura Asset Management Co. Ltd.224,520$8.25M0.0%+4.6%0.141%
8/11/2025 Duff & Phelps Investment Management Co.110,000$4.04M0.0%N/A0.069%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH420,977$15.47M0.0%-4.7%0.264%
8/11/2025 Westpac Banking Corp45,651$1.68M0.1%-20.2%0.029%
8/8/2025 Kingsview Wealth Management LLC16,254$597K0.0%+35.4%0.010%
8/8/2025 Westwood Holdings Group Inc.13,324$490K0.0%-7.4%0.008%
8/8/2025 Intech Investment Management LLC72,012$2.65M0.0%-20.6%0.045%
8/8/2025 Cetera Investment Advisers174,413$6.41M0.0%-11.2%0.109%
8/8/2025 Creative Planning37,467$1.38M0.0%+4.5%0.023%
8/8/2025 SG Americas Securities LLC7,834$288K0.0%+101.7%0.005%
8/8/2025 Advisory Resource Group18,732$688K0.1%-26.2%0.012%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,051$1.88M0.0%+4.0%0.032%
8/8/2025 Empower Advisory Group LLC21,128$776K0.0%-14.6%0.013%
8/8/2025 Foundations Investment Advisors LLC12,852$472K0.0%+59.3%0.008%
8/8/2025 Police & Firemen s Retirement System of New Jersey35,989$1.32M0.0%+8.8%0.023%
8/8/2025 Geode Capital Management LLC4,578,867$174.88M0.0%+20.5%2.871%
8/8/2025 KBC Group NV4,890$180K0.0%-29.3%0.003%
8/7/2025 Allworth Financial LP56,767$2.09M0.0%+192.6%0.036%
8/7/2025 ProShare Advisors LLC32,666$1.20M0.0%-0.8%0.020%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.7,095$261K0.0%N/A0.004%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.115,552$4.25M0.0%+8.9%0.072%
8/6/2025 Prospera Financial Services Inc36,907$1.36M0.0%+3.4%0.023%
8/6/2025Summit Investment Advisors Inc.15,382$466K0.4%-3.3%0.010%
8/6/2025 AE Wealth Management LLC19,212$706K0.0%-10.0%0.012%
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8/6/2025 Metis Global Partners LLC26,391$970K0.0%+36.1%0.017%
8/6/2025 Cbre Investment Management Listed Real Assets LLC471,354$17.32M0.3%-67.7%0.296%
8/6/2025 Soltis Investment Advisors LLC8,857$325K0.0%+9.7%0.006%
8/6/2025 Anchor Capital Advisors LLC167,065$6.14M0.2%-1.5%0.105%
8/6/2025 Resona Asset Management Co. Ltd.63,985$2.31M0.0%-3.8%0.040%
8/5/2025 GPS Wealth Strategies Group LLC74,884$2.75M0.3%+2.7%0.047%
8/5/2025 Bank of New York Mellon Corp805,799$29.61M0.0%+11.7%0.505%
8/5/2025 Sigma Planning Corp15,291$562K0.0%-36.8%0.010%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,623$280K0.0%N/A0.005%
8/4/2025 Creative Financial Designs Inc. ADV3,332$122K0.0%-75.6%0.002%
8/4/2025 Kovack Advisors Inc.7,687$282K0.0%N/A0.005%
8/4/2025 Strs Ohio236,700$8.70M0.0%-41.4%0.148%
8/4/2025 Assetmark Inc.6,583$242K0.0%-5.7%0.004%
8/4/2025 Spire Wealth Management15,648$575K0.0%+33.1%0.010%
8/4/2025 Arkadios Wealth Advisors40,411$1.49M0.0%+10.8%0.025%
8/4/2025 World Investment Advisors31,334$1.15M0.0%-7.1%0.020%
8/1/2025 Petra Financial Advisors Inc.25,761$946K0.6%+233.0%0.016%
8/1/2025 Teacher Retirement System of Texas84,846$3.12M0.0%-6.5%0.053%
8/1/2025 Convergence Investment Partners LLC14,189$521K0.1%N/A0.009%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd209,419$7.69M0.2%-1.1%0.131%
8/1/2025 Envestnet Asset Management Inc.318,097$11.69M0.0%+5.0%0.199%
8/1/2025 Chilton Capital Management LLC357,968$13.23M0.5%+35.4%0.224%
7/31/2025 Nisa Investment Advisors LLC28,031$1.04M0.0%-20.3%0.018%
7/31/2025 Cosner Financial Group LLC47,900$1.76M1.0%-5.4%0.030%
7/31/2025 State of New Jersey Common Pension Fund D199,951$7.35M0.0%-5.6%0.125%
7/31/2025 Glass Jacobson Investment Advisors llc40,084$1.47M0.6%-41.6%0.025%
7/31/2025 Sumitomo Mitsui Trust Group Inc.272,863$10.03M0.0%-16.5%0.171%
7/31/2025 Moloney Securities Asset Management LLC5,555$204K0.0%N/A0.003%
7/31/2025 Asset Management One Co. Ltd.225,916$8.30M0.0%-3.7%0.142%
7/30/2025 Strategic Blueprint LLC20,074$738K0.0%-5.9%0.013%
7/30/2025 Ethic Inc.11,022$398K0.0%+44.8%0.007%
7/29/2025 International Assets Investment Management LLC7,317$269K0.0%N/A0.005%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al359,700$13.22M0.1%N/A0.226%
7/29/2025 Mutual of America Capital Management LLC331,535$12.18M0.1%-2.8%0.208%
7/29/2025 Stratos Wealth Partners LTD.11,878$436K0.0%-26.1%0.007%
7/28/2025 Turtle Creek Wealth Advisors LLC5,735$211K0.0%N/A0.004%
7/28/2025 Nvest Financial LLC15,536$571K0.3%N/A0.010%
7/28/2025 Allianz Asset Management GmbH90,479$3.32M0.0%+2.0%0.057%
7/28/2025 Rik Saylor Financial Inc.47,279$1.74M1.3%+5.8%0.030%
7/28/2025 Mutual Advisors LLC11,146$416K0.0%+5.1%0.007%
7/28/2025 Harbour Investments Inc.11,892$437K0.0%-9.7%0.007%
7/28/2025 J.Safra Asset Management Corp6,271$226K0.0%+8.3%0.004%
7/28/2025 RFG Advisory LLC10,402$382K0.0%-25.5%0.007%
7/25/2025 Atria Wealth Solutions Inc.14,646$542K0.0%-35.7%0.009%
7/25/2025 Envestnet Portfolio Solutions Inc.5,625$207K0.0%N/A0.004%
7/25/2025 Lion Street Advisors LLC7,373$271K0.1%+6.2%0.005%
7/25/2025 CWM LLC180,362$6.63M0.0%-0.6%0.113%
7/25/2025 Vanguard Personalized Indexing Management LLC7,673$282K0.0%N/A0.005%
7/25/2025 Concurrent Investment Advisors LLC19,779$727K0.0%-21.0%0.012%
7/24/2025 Aberdeen Group plc1,337,748$49.15M0.1%+58.6%0.839%
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7/23/2025 Vontobel Holding Ltd.9,147$336K0.0%-4.5%0.006%
7/23/2025 KLP Kapitalforvaltning AS33,000$1.22M0.0%+11.9%0.021%
7/23/2025 Franchise Capital Ltd4,375$161K0.1%+76.8%0.003%
7/23/2025 Prime Capital Investment Advisors LLC19,161$704K0.0%-23.6%0.012%
7/22/2025 Knights of Columbus Asset Advisors LLC104,288$3.83M0.2%N/A0.065%
7/22/2025 DAVENPORT & Co LLC5,674$208K0.0%N/A0.004%
7/22/2025 Merit Financial Group LLC172,783$6.35M0.1%-1.7%0.108%
7/22/2025 Beacon Financial Advisory LLC6,254$230K0.1%N/A0.004%
7/22/2025 Highland Capital Management LLC6,037$222K0.0%N/A0.004%
7/22/2025 Wealthcare Advisory Partners LLC7,208$265K0.0%-47.5%0.005%
(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, 418 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), Geode Capital Management LLC ($174.88M), Invesco Ltd. ($152.18M), Alliancebernstein L.P. ($138.15M), and Deutsche Bank AG ($109.15M).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 373 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. ($4.94M), Centersquare Investment Management LLC ($4.61M), Alliancebernstein L.P. ($3.55M), Geode Capital Management LLC ($3.05M), and V3 Capital Management L.P. ($2.87M).

How much institutional buying is happening at American Healthcare REIT?

Institutional investors have bought a total of 71,896,073 shares in the last 24 months. This purchase volume represents approximately $2.05B in transactions.

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

Of the 181 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), Millennium Management LLC ($2.68M), Alyeska Investment Group L.P. ($2.62M), American Century Companies Inc. ($1.28M), Hudson Bay Capital Management LP ($1.23M), 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 23,197,747 shares in the last 24 months. This volume of shares sold represents approximately $666.74M in transactions.



This page (NYSE:AHR) was last updated on 8/12/2025 by MarketBeat.com Staff
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