# AMERICAN HEALTHCARE REIT INC (AHR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AHR/

- Reporting holders: 15
- Reported value: $4.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.4M | 27,277 | 0.3% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.2M | 23,860 | 0.0% | 9 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $625.4K | 11,993 | 0.2% | 5 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $434.5K | 8,476 | 0.2% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $317.6K | 6,196 | 0.0% | 5 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $281.1K | 5,483 | 0.1% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $241.9K | 4,720 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $237.6K | 4,635 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $53.0K | 1,033 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $7.4K | 144 | 0.0% | 9 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.9K | 38 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.2K | 24 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $919 | 17,927 | 0.0% | 7 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $718 | 14 | 0.0% | 2 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $564 | 11 | 0.0% | 6 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $103 | 2 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $4.8M |
| Q2 2026 | 574 | $12.8B |
| Q1 2026 | 518 | $9.0B |
| Q4 2025 | 531 | $8.5B |
| Q3 2025 | 450 | $6.4B |
| Q2 2025 | 418 | $5.4B |
| Q1 2025 | 398 | $4.3B |
| Q4 2024 | 392 | $3.8B |
| Q3 2024 | 369 | $3.2B |
| Q2 2024 | 130 | $1.1B |
| Q1 2024 | 104 | $1.0B |
| Q4 2023 | 1 | $546.0K |