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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$50.56 +0.09 (+0.18%)
Closing price 03:59 PM Eastern
Extended Trading
$50.32 -0.24 (-0.47%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
331
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$807.07M
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AHR Institutional Buying and Selling by Quarter

American Healthcare REIT Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 CX Institutional17,927$919K0.0%+404.1%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.11,701$610K0.0%-2.4%0.005%
9/9/2026Miramontes Capital LLC14,116$736K0.2%-15.9%0.006%
9/9/2026Sequoia Financial Advisors LLC18,702$975K0.0%+5.0%0.009%
9/9/2026WINTON GROUP Ltd26,400$1.38M0.0%N/A0.012%
9/9/2026Engineers Gate Manager LP563,166$29.37M0.4%+683.1%0.258%
9/9/2026Integrated Wealth Concepts LLC8,481$442K0.0%+78.1%0.004%
9/9/2026RFG Advisory LLC63,934$3.33M0.1%+1,109.3%0.029%
9/9/2026IFP Advisors Inc9,185$479K0.0%+36.2%0.004%
9/9/2026Squarepoint Ops LLC374,801$19.55M0.0%N/A0.172%
9/9/2026Baird Financial Group Inc.13,245$691K0.0%-13.6%0.006%
9/8/2026Allworth Financial LP40,385$2.11M0.0%-3.9%0.019%
9/8/2026Arizona State Retirement System52,943$2.76M0.0%+8.6%0.024%
9/8/2026Waverly Advisors LLC14,865$775K0.0%+12.2%0.007%
8/27/2026Corient Private Wealth LP9,065$473K0.0%+15.1%0.004%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al255,950$13.35M0.1%N/A0.117%
8/23/2026Greenland Capital Management LP185,000$9.65M1.2%+94.7%0.085%
8/23/2026Ameritas Advisory Services LLC9,976$520K0.0%+31.0%0.005%
8/23/2026Guardian Wealth Advisors LLC NC4,650$242K0.0%N/A0.002%
8/23/2026Anson Capital Inc.5,645$294K0.2%-22.3%0.003%
8/23/2026Nvest Financial LLC15,508$809K0.3%-11.0%0.007%
8/22/2026AlphaGrep UK Ltd5,497$287K0.1%N/A0.003%
8/22/2026Markowski Investments2,430$127K0.0%N/A0.001%
8/22/2026Outlook Capital Management LLC487$25K0.0%N/A0.000%
8/22/2026Odyssean LLC63,508$3.31M0.5%+121.1%0.029%
8/22/2026Rik Saylor Financial Inc.47,134$2.46M1.6%-2.3%0.022%
8/22/2026TD Waterhouse Canada Inc.232,553$12.48M0.0%+16.5%0.107%
8/22/2026Concurrent Investment Advisors LLC20,391$1.06M0.0%-2.8%0.009%
8/21/2026Tsfg LLC3,001$157K0.0%N/A0.001%
8/21/2026Independence Bank of Kentucky1,583$83K0.0%N/A0.001%
8/21/2026Triumph Capital Management1,049$55K0.0%-46.4%0.000%
8/19/2026Wellington Management Group LLP8,658,850$451.56M0.1%+4.5%3.972%
8/18/2026Public Employees Retirement System of Ohio273,530$14.27M0.0%N/A0.125%
8/14/2026Manning & Napier Advisors LLC545$28K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp1,495,661$78.00M0.0%N/A0.776%
7/10/2026HRC Wealth Management LLC7,549$394K0.2%-6.3%0.004%
7/10/2026E. Ohman J or Asset Management AB55,726$2.91M0.1%N/A0.029%
7/10/2026Handelsbanken Fonder AB69,400$3.62M0.0%-2.5%0.036%
7/9/2026Legacy Wealth Asset Management LLC27,811$1.45M0.3%-1.9%0.014%
7/8/2026First Heartland Consultants Inc.5,955$311K0.0%+12.0%0.003%
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7/7/2026Dynamic Advisor Solutions LLC80,337$4.19M0.1%-1.2%0.042%
7/7/2026GAMMA Investing LLC3,264$170K0.0%+7.3%0.002%
7/7/2026Pacific Excel Wealth Advisors Inc.6,238$325K0.1%N/A0.003%
7/2/2026 CX Institutional3,556$185K0.0%-11.2%0.002%
6/18/2026Western Wealth Management LLC11,840$558K0.0%+95.0%0.006%
6/18/2026Pacer Advisors Inc.29,205$1.38M0.0%N/A0.015%
6/16/2026PVG Asset Management Corp19,237$894K0.6%N/A0.010%
6/3/2026NewEdge Advisors LLC37,810$1.78M0.0%-3.1%0.020%
5/19/2026Western Wealth Management LLC11,840$558K0.0%+95.0%0.006%
5/19/2026Bank of America Corp DE3,236,592$152.64M0.0%+28.1%1.679%
5/19/2026Edgestream Partners L.P.155,712$7.34M0.2%+2.5%0.081%
5/19/2026Janus Henderson Group PLC81,196$3.83M0.0%+6.4%0.042%
5/19/2026Centaurus Financial Inc.5,913$279K0.0%+4.7%0.003%
5/19/2026Arkadios Wealth Advisors49,677$2.34M0.0%+17.6%0.026%
5/18/2026Amundi102,179$4.82M0.0%+16.2%0.053%
5/18/2026EverSource Wealth Advisors LLC1,032$49K0.0%+193.2%0.001%
5/18/2026California State Teachers Retirement System200,865$9.47M0.0%+25.4%0.104%
5/18/2026Royal Bank of Canada284,453$13.41M0.0%-95.4%0.148%
5/16/2026The Manufacturers Life Insurance Company180,573$8.52M0.0%+119.8%0.094%
5/16/2026Quantinno Capital Management LP17,623$831K0.0%+11.3%0.009%
5/16/2026BROOKFIELD Corp ON226,883$10.70M0.0%-6.7%0.118%
5/15/2026Everest Financial Group LLC11,230$530K0.1%N/A0.006%
5/15/2026Waverly Advisors LLC13,249$625K0.0%+8.6%0.007%
5/14/2026Public Employees Retirement System of Ohio208,649$9.84M0.0%-14.7%0.111%
5/14/2026Modern Wealth Management LLC72,403$3.44M0.1%-5.6%0.039%
5/14/2026Arrowstreet Capital Limited Partnership8,089$381K0.0%-98.5%0.004%
5/14/2026Sei Investments Co.195,231$9.21M0.0%+9.9%0.104%
5/13/2026Cetera Investment Advisers268,749$12.67M0.0%+8.1%0.143%
5/13/2026Petra Financial Advisors Inc.25,330$1.20M0.7%-1.1%0.013%
5/13/2026First Trust Advisors LP448,094$21.13M0.0%+27.5%0.238%
5/8/2026PNC Financial Services Group Inc.5,512$260K0.0%+45.6%0.003%
5/8/2026Cassaday & Co Wealth Management LLC2,348$111K0.0%N/A0.001%
5/8/2026Convergence Investment Partners LLC22,502$1.06M0.2%+20.3%0.012%
5/7/2026Florida Financial Advisors LLC24,277$1.15M0.3%+24.2%0.013%
5/7/2026WCM Investment Management LLC3,425,295$160.75M0.4%+0.5%1.822%
5/7/2026Dimensional Fund Advisors LP2,682,894$126.52M0.0%+33.1%1.427%
5/7/2026Scarborough Advisors LLC3,275$154K0.0%N/A0.002%
5/7/2026KBC Group NV17,622$831K0.0%+260.4%0.009%
5/7/2026Swiss National Bank351,000$16.55M0.0%+5.6%0.187%
5/7/2026World Equity Group Inc.12,118$571K0.1%+20.5%0.006%
5/6/2026California Public Employees Retirement System288,941$13.63M0.0%+1.8%0.154%
5/6/2026Assetmark Inc.5,203$245K0.0%+8.4%0.003%
5/6/2026Main Street Group LTD2,568$121K0.0%N/A0.001%
5/6/2026B&I Capital AG249,770$11.78M4.0%+10.2%0.133%
5/6/2026Independent Financial Group LLC117,932$5.56M0.2%N/A0.063%
5/5/2026Bank of New York Mellon Corp1,580,920$74.56M0.0%+48.0%0.841%
5/5/2026NFSG Corp2,993$141K0.0%+8.8%0.002%
5/5/2026Sanctuary Advisors LLC7,484$353K0.0%+31.3%0.004%
5/5/2026Sigma Planning Corp15,191$716K0.0%+1.5%0.008%
5/5/2026Hillsdale Investment Management Inc.7,090$334K0.0%+3,445.0%0.004%
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5/4/2026State of Michigan Retirement System42,700$2.01M0.0%N/A0.023%
5/4/2026Principal Financial Group Inc.7,423,206$350.08M0.2%+3.2%3.948%
5/4/2026Teachers Retirement System of The State of Kentucky110,233$5.20M0.0%+86.4%0.059%
5/2/2026Castleview Partners LLC8,677$409K0.2%-38.3%0.005%
5/2/2026Diversify Wealth Management LLC52,357$2.60M0.0%+137.4%0.028%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS124,893$5.89M0.0%+128.1%0.066%
5/1/2026Fifth Third Bancorp2,526$119K0.0%+37.5%0.001%
5/1/2026Sequoia Financial Advisors LLC17,803$840K0.0%+2.6%0.009%
5/1/2026Manning & Napier Advisors LLC545$26K0.0%N/A0.000%
4/30/2026Hsbc Holdings PLC501,275$23.64M0.0%+45.0%0.267%


AHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 581 institutional investors and hedge funds held shares of American Healthcare REIT. The most heavily invested institutionals were Vanguard Group Inc. ($1.18B), Wellington Management Group LLP ($451.56M), Principal Financial Group Inc. ($350.08M), State Street Corp ($335.17M), Geode Capital Management LLC ($262.84M), Invesco Ltd. ($260.32M), and Alliancebernstein L.P. ($204.15M).Learn more on American Healthcare REIT's institutional investors.

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

Of the 535 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: Vanguard Group Inc. ($12.97M), Principal Financial Group Inc. ($9.78M), Royal Bank of Canada ($5.96M), Invesco Ltd. ($5.91M), Alliancebernstein L.P. ($4.31M), Norges Bank ($3.93M), and Geode Capital Management LLC ($3.54M).

Institutional investors have bought a total of 40,432,197 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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: Royal Bank of Canada ($5.88M), Principal Financial Group Inc. ($2.59M), Wellington Management Group LLP ($2.00M), Macquarie Group Ltd. ($862.52K), Arrowstreet Capital Limited Partnership ($542.65K), Renaissance Technologies LLC ($467.80K), and Invesco Ltd. ($465.98K).

Institutional investors have sold a total of 17,748,982 shares in the last 24 months. This volume of shares sold represents approximately $807.07M in transactions.


Related Companies

Institutional ownership data for NYSE:AHR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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