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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$57.01 +0.82 (+1.46%)
Closing price 08/25/2026 03:59 PM Eastern
Extended Trading
$57.02 +0.02 (+0.03%)
As of 08/25/2026 04:47 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.

Institutional Ownership Changes (13F Filings) for American Healthcare REIT (NYSE:AHR)

Current
Institutional Ownership
Percentage
16.68%
Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$2.42B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$807.21M
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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
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al255,950$13.35M0.1%N/A0.117%
8/24/2026 California State Teachers Retirement System11,627,573$606.38M0.0%+5,688.8%5.334%
8/23/2026 Greenland Capital Management LP185,000$9.65M1.2%+94.7%0.085%
8/23/2026 Ameritas Advisory Services LLC9,976$520K0.0%+31.0%0.005%
8/23/2026 Guardian Wealth Advisors LLC NC4,650$242K0.0%N/A0.002%
8/23/2026 Anson Capital Inc.5,645$294K0.2%-22.3%0.003%
8/23/2026 Nvest Financial LLC15,508$809K0.3%-11.0%0.007%
8/22/2026 AlphaGrep UK Ltd5,497$287K0.1%N/A0.003%
8/22/2026 Markowski Investments2,430$127K0.0%N/A0.001%
8/22/2026 Outlook Capital Management LLC487$25K0.0%N/A0.000%
8/22/2026 Odyssean LLC63,508$3.31M0.5%+121.1%0.029%
8/22/2026 Rik Saylor Financial Inc.47,134$2.46M1.6%-2.3%0.022%
8/22/2026 TD Waterhouse Canada Inc.232,553$12.48M0.0%+16.5%0.107%
8/22/2026 Concurrent Investment Advisors LLC20,391$1.06M0.0%-2.8%0.009%
8/21/2026 Tsfg LLC3,001$157K0.0%N/A0.001%
8/21/2026 Independence Bank of Kentucky1,583$83K0.0%N/A0.001%
8/21/2026 Triumph Capital Management1,049$55K0.0%-46.4%0.000%
8/19/2026 Wellington Management Group LLP8,658,850$451.56M0.1%+4.5%3.972%
8/18/2026 Public Employees Retirement System of Ohio273,530$14.27M0.0%N/A0.125%
8/14/2026 Manning & Napier Advisors LLC545$28K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp1,495,661$78.00M0.0%N/A0.776%
7/10/2026 HRC Wealth Management LLC7,549$394K0.2%-6.3%0.004%
7/10/2026 E. Ohman J or Asset Management AB55,726$2.91M0.1%N/A0.029%
7/10/2026 Handelsbanken Fonder AB69,400$3.62M0.0%-2.5%0.036%
7/9/2026 Legacy Wealth Asset Management LLC27,811$1.45M0.3%-1.9%0.014%
7/8/2026 First Heartland Consultants Inc.5,955$311K0.0%+12.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC80,337$4.19M0.1%-1.2%0.042%
7/7/2026 GAMMA Investing LLC3,264$170K0.0%+7.3%0.002%
7/7/2026 Pacific Excel Wealth Advisors Inc.6,238$325K0.1%N/A0.003%
7/2/2026 CX Institutional3,556$185K0.0%-11.2%0.002%
6/18/2026 Western Wealth Management LLC11,840$558K0.0%+95.0%0.006%
6/18/2026 Pacer Advisors Inc.29,205$1.38M0.0%N/A0.015%
6/16/2026 PVG Asset Management Corp19,237$894K0.6%N/A0.010%
6/3/2026 NewEdge Advisors LLC37,810$1.78M0.0%-3.1%0.020%
5/19/2026 Western Wealth Management LLC11,840$558K0.0%+95.0%0.006%
5/19/2026 Bank of America Corp DE3,236,592$152.64M0.0%+28.1%1.679%
5/19/2026 Edgestream 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%
5/19/2026 Centaurus Financial Inc.5,913$279K0.0%+4.7%0.003%
5/19/2026 Arkadios Wealth Advisors49,677$2.34M0.0%+17.6%0.026%
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5/18/2026 Amundi102,179$4.82M0.0%+16.2%0.053%
5/18/2026 EverSource Wealth Advisors LLC1,032$49K0.0%+193.2%0.001%
5/18/2026 California State Teachers Retirement System200,865$9.47M0.0%+25.4%0.104%
5/18/2026 Royal Bank of Canada284,453$13.41M0.0%-95.4%0.148%
5/16/2026 The Manufacturers Life Insurance Company180,573$8.52M0.0%+119.8%0.094%
5/16/2026 Quantinno Capital Management LP17,623$831K0.0%+11.3%0.009%
5/16/2026 BROOKFIELD Corp ON226,883$10.70M0.0%-6.7%0.118%
5/15/2026 Everest Financial Group LLC11,230$530K0.1%N/A0.006%
5/15/2026 Waverly Advisors LLC13,249$625K0.0%+8.6%0.007%
5/14/2026 Public Employees Retirement System of Ohio208,649$9.84M0.0%-14.7%0.111%
5/14/2026 Modern Wealth Management LLC72,403$3.44M0.1%-5.6%0.039%
5/14/2026 Arrowstreet Capital Limited Partnership8,089$381K0.0%-98.5%0.004%
5/14/2026 Sei Investments Co.195,231$9.21M0.0%+9.9%0.104%
5/13/2026 Cetera Investment Advisers268,749$12.67M0.0%+8.1%0.143%
5/13/2026 Petra Financial Advisors Inc.25,330$1.20M0.7%-1.1%0.013%
5/13/2026 First Trust Advisors LP448,094$21.13M0.0%+27.5%0.238%
5/8/2026 PNC Financial Services Group Inc.5,512$260K0.0%+45.6%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC2,348$111K0.0%N/A0.001%
5/8/2026 Convergence Investment Partners LLC22,502$1.06M0.2%+20.3%0.012%
5/7/2026 Florida Financial Advisors LLC24,277$1.15M0.3%+24.2%0.013%
5/7/2026 WCM Investment Management LLC3,425,295$160.75M0.4%+0.5%1.822%
5/7/2026 Dimensional Fund Advisors LP2,682,894$126.52M0.0%+33.1%1.427%
5/7/2026 Scarborough Advisors LLC3,275$154K0.0%N/A0.002%
5/7/2026 KBC Group NV17,622$831K0.0%+260.4%0.009%
5/7/2026 Swiss National Bank351,000$16.55M0.0%+5.6%0.187%
5/7/2026 World Equity Group Inc.12,118$571K0.1%+20.5%0.006%
5/6/2026 California Public Employees Retirement System288,941$13.63M0.0%+1.8%0.154%
5/6/2026 Assetmark Inc.5,203$245K0.0%+8.4%0.003%
5/6/2026 Main Street Group LTD2,568$121K0.0%N/A0.001%
5/6/2026 B&I Capital AG249,770$11.78M4.0%+10.2%0.133%
5/6/2026 Independent Financial Group LLC117,932$5.56M0.2%N/A0.063%
5/5/2026 Bank of New York Mellon Corp1,580,920$74.56M0.0%+48.0%0.841%
5/5/2026 NFSG Corp2,993$141K0.0%+8.8%0.002%
5/5/2026 Sanctuary Advisors LLC7,484$353K0.0%+31.3%0.004%
5/5/2026 Sigma Planning Corp15,191$716K0.0%+1.5%0.008%
5/5/2026 Hillsdale Investment Management Inc.7,090$334K0.0%+3,445.0%0.004%
5/4/2026 State of Michigan Retirement System42,700$2.01M0.0%N/A0.023%
5/4/2026 Principal Financial Group Inc.7,423,206$350.08M0.2%+3.2%3.948%
5/4/2026 Teachers Retirement System of The State of Kentucky110,233$5.20M0.0%+86.4%0.059%
5/2/2026 Castleview Partners LLC8,677$409K0.2%-38.3%0.005%
5/2/2026 Diversify Wealth Management LLC52,357$2.60M0.0%+137.4%0.028%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS124,893$5.89M0.0%+128.1%0.066%
5/1/2026 Fifth Third Bancorp2,526$119K0.0%+37.5%0.001%
5/1/2026 Sequoia Financial Advisors LLC17,803$840K0.0%+2.6%0.009%
5/1/2026 Manning & Napier Advisors LLC545$26K0.0%N/A0.000%
4/30/2026 Hsbc Holdings PLC501,275$23.64M0.0%+45.0%0.267%
4/30/2026 Kestra Advisory Services LLC348,782$16.45M0.1%+36.1%0.185%
4/30/2026 Sumitomo Mitsui Trust Group Inc.252,741$11.92M0.0%+2.2%0.134%
4/30/2026 Resona Asset Management Co. Ltd.78,416$3.68M0.0%+5.6%0.042%
4/30/2026 WPG Advisers LLC1,467$69K0.1%-50.0%0.001%
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4/30/2026 Oregon Public Employees Retirement Fund36,400$1.72M0.0%N/A0.019%
4/29/2026 Addison Capital Co10,184$480K0.1%N/A0.005%
4/28/2026 Nvest Financial LLC17,427$822K0.3%+2.5%0.009%
4/28/2026 Abel Hall LLC8,541$403K0.1%N/A0.005%
4/28/2026 Indiana Trust & Investment Management Co1,762$83K0.0%-12.4%0.001%
4/28/2026 Praxis Investment Management Inc.5,692$268K0.0%+7.2%0.003%
4/28/2026 Beacon Financial Advisory LLC8,276$390K0.1%-4.6%0.004%
4/27/2026 PFG Investments LLC5,743$271K0.0%+7.4%0.003%
4/27/2026 World Investment Advisors7,823$369K0.0%-5.6%0.004%
4/27/2026 New York State Teachers Retirement System31,695$1.50M0.0%N/A0.017%


AHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 578 institutional investors and hedge funds held shares of American Healthcare REIT. The most heavily invested institutionals were Vanguard Group Inc. ($1.18B), California State Teachers Retirement System ($606.38M), Wellington Management Group LLP ($451.56M), Principal Financial Group Inc. ($350.08M), State Street Corp ($335.17M), Geode Capital Management LLC ($262.84M), and Invesco Ltd. ($260.32M).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 533 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), California State Teachers Retirement System ($11.49M), Principal Financial Group Inc. ($9.78M), Royal Bank of Canada ($5.96M), Invesco Ltd. ($5.91M), Alliancebernstein L.P. ($4.31M), and Norges Bank ($3.93M).

Institutional investors have bought a total of 50,909,392 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

Of the 179 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 17,755,271 shares in the last 24 months. This volume of shares sold represents approximately $807.21M in transactions.



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 8/25/2026. New 13F filings are added each quarter as they're published.
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