AHR · Company research
American Healthcare REIT, Inc. (AHR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| PFG Advisors | 1694435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5592 | 291623 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29594 | 1543336 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 3233 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73911 | 3854459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Beacon Financial Advisory LLC | 1800502 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8281 | 431854 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Weiss Asset Management LP | 1357550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47943 | 2500227 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110823 | 5779401 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59443 | 3100 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7840 | 408859 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24990 | 1303229 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15042 | 788085 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11993 | 625435 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42313 | 61914 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91025 | 4746954 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6294 | 328218 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4069 | 212198 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 343 | 17887 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38297 | 1997189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55295 | 2883634 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 832 | 43389 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1583 | 82553 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7602 | 396444 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81135 | 4231 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12354 | 644248 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262786 | 13704290 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1877 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Accel Wealth Management | 1838226 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15457 | 806075 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69400 | 3619 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14865 | 775209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13823 | 720869 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 1773 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2676071 | 139557103 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 1982 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| A&I FINANCIAL SERVICES, LLC | 1728031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7422 | 387057 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43500 | 2277769 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18245 | 951477 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 574 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42190 | 2200214 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUMMIT SECURITIES GROUP LLC | 1531593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2605 | 135851 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174369 | 9093343 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1494 | 77912 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12736 | 664182 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230249 | 12007485 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11611 | 605514 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74240 | 3871616 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 422115 | 22013272 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14454 | 753776 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Anson Funds Management LP | 1491072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72620 | 3787133 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41568 | 2168 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426093 | 22050313 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MGO ONE SEVEN LLC | 1731444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5842 | 304660 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 2868 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30375 | 1584056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5068 | 264296 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Soltis Investment Advisors LLC | 1802530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6813 | 355298 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8789 | 458346 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7462 | 389143 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3342283 | 174300058 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18922 | 986782 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CI INVESTMENTS INC. | 1163648 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111207 | 5799445 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19376 | 1010458 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34513 | 1799853 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9159 | 477652 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| POM Investment Strategies, LLC | 1906322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3084 | 160831 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39645 | 2067487 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Land & Buildings Investment Management, LLC | 1536520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100637 | 57398220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 361375 | 18845706 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143008 | 7457867 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 313 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aberdeen Group plc | 1716774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 598858 | 31230445 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4983 | 260 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Indiana Trust & Investment Management Co | 1356407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1762 | 91888 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8494 | 442970 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanderbilt University | 1825985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15225 | 793984 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 903 | 47091 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408275 | 21291541 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6928 | 361295 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Norinchukin Bank, The | 1496637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8333 | 434566 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2668274 | 139150489 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Itau Unibanco Holding S.A. | 1132597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397 | 20704 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.