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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$55.61 +1.14 (+2.09%)
Closing price 08/5/2026 03:59 PM Eastern
Extended Trading
$54.00 -1.61 (-2.89%)
As of 08/5/2026 07:34 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)
341
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
200
Total
Institutional Outflows
(last 12 months)
$922.98M
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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
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%
6/18/2026Western Wealth Management LLC11,840$558K0.0%+95.0%0.006%
6/18/2026Pacer Advisors Inc.29,205$1.38M0.0%N/A0.015%
6/16/2026 PVG 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%
5/18/2026 EverSource 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%
5/13/2026 Petra 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%
5/8/2026 Convergence 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%
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5/7/2026Dimensional Fund Advisors LP2,682,894$126.52M0.0%+33.1%1.427%
5/7/2026 Scarborough Advisors LLC3,275$154K0.0%N/A0.002%
5/7/2026KBC Group NV17,622$831K0.0%+260.4%0.009%
5/7/2026Swiss National Bank351,000$16.55M0.0%+5.6%0.187%
5/7/2026 World 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%
5/6/2026 Assetmark Inc.5,203$245K0.0%+8.4%0.003%
5/6/2026 Main Street Group LTD2,568$121K0.0%N/A0.001%
5/6/2026B&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%
5/5/2026Bank 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%
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%
5/4/2026Teachers 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%
5/1/2026Fifth Third Bancorp2,526$119K0.0%+37.5%0.001%
5/1/2026 Sequoia Financial Advisors LLC17,803$840K0.0%+2.6%0.009%
5/1/2026Manning & Napier Advisors LLC545$26K0.0%N/A0.000%
4/30/2026Hsbc 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%
4/30/2026WPG Advisers LLC1,467$69K0.1%-50.0%0.001%
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%
4/28/2026Beacon Financial Advisory LLC8,276$390K0.1%-4.6%0.004%
4/27/2026 PFG Investments LLC5,743$271K0.0%+7.4%0.003%
4/27/2026World 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%
4/27/2026 Private Advisor Group LLC28,265$1.33M0.0%-8.8%0.015%
4/25/2026 Strs Ohio348,100$16.42M0.1%+48.2%0.185%
4/24/2026 IFM Investors Pty Ltd29,104$1.37M0.0%+6.7%0.015%
4/23/2026 Peak Financial Advisors LLC12,399$585K0.3%-2.1%0.007%
4/23/2026 Apollon Wealth Management LLC9,121$430K0.0%-2.8%0.005%
4/22/2026Janney Montgomery Scott LLC41,219$1.94M0.0%+40.3%0.022%
4/22/2026 Pictet Asset Management Holding SA27,097$1.28M0.0%+11.4%0.014%
4/22/2026 Sterling Capital Management LLC4,263$201K0.0%-36.5%0.002%
4/21/2026 Louisiana State Employees Retirement System51,400$2.42M0.0%N/A0.027%
4/21/2026 First American Bank82,672$3.90M0.2%+1.6%0.044%
4/21/2026Silver Oak Securities Incorporated37,366$1.76M0.1%-6.0%0.020%
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4/20/2026 Vanderbilt University5,534$261K0.0%N/A0.003%
4/20/2026 RFG Advisory LLC5,287$249K0.0%-42.8%0.003%
4/20/2026 Fifth Third Wealth Advisors LLC6,595$311K0.0%N/A0.004%
4/20/2026Focused Wealth Management Inc22,496$1.06M0.1%-4.8%0.012%
4/16/2026SG Americas Securities LLC53,563$2.53M0.0%-20.6%0.028%
4/16/2026 VVR Holdings LLC10,492$495K0.3%-13.6%0.006%
3/20/2026Hsbc Holdings PLC345,590$16.26M0.0%+61.9%0.195%
3/17/2026Rockefeller Capital Management L.P.1,461$69K0.0%+402.1%0.001%
3/13/2026World Investment Advisors8,283$390K0.0%+69.9%0.005%
3/9/2026Corient Private Wealth LLC7,778$366K0.0%+28.1%0.004%


AHR Institutional Ownership - Frequently Asked Questions

During the previous two years, 574 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 ($372.85M), 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 530 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 45,048,204 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

Of the 199 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), Hudson Bay Capital Management LP ($1.13M), Cbre Investment Management Listed Real Assets LLC ($986.77K), Macquarie Group Ltd. ($862.52K), and BROOKFIELD Corp ON ($548.32K).

Institutional investors have sold a total of 20,910,868 shares in the last 24 months. This volume of shares sold represents approximately $922.98M in transactions.



This page (NYSE:AHR) was last updated on 8/6/2026 by MarketBeat.com Staff.
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