AMERICAN HEALTHCARE REIT INC (AHR)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
539
Reporting holders
$11.6B
Reported value
101.5%
Of shares outstanding
0.4%
Held as options
+49
Holder change
Institutions report 221,282,300 shares against 217,998,775 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 25,845,948 | 0.02% | 8q | -10.1%-$151.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $885.3M | 16,975,438 | 0.04% | 2q | +5.3%+$44.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $479.9M | 9,201,599 | 0.01% | 2q | +12.2%+$52.3M |
| STATE STREET CORP | $474.0M | 9,046,025 | 0.01% | 10q | -5.2%-$26.1M |
| PRINCIPAL FINANCIAL GROUP INC | $465.1M | 8,917,875 | 0.23% | 10q | +20.1%+$77.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $451.6M | 8,658,850 | 0.08% | 10q | +4.5%+$19.6M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $323.4M | 6,200,628 | 1.53% | 5q | +186.2%+$210.4M |
| Invesco Ltd. | $274.6M | 5,264,667 | 0.02% | 9q | -22.3%-$79.0M |
| FMR LLC | $238.2M | 4,568,191 | 0.01% | 8q | -9.8%-$25.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $238.1M | 4,563,939 | 0.01% | 10q | -26.3%-$84.8M |
| BANK OF AMERICA CORP /DE/ | $236.3M | 4,531,958 | 0.02% | 10q | +40.0%+$67.6M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $219.2M | 4,203,946 | 1.87% | 10q | +51.1%+$74.2M |
| WCM INVESTMENT MANAGEMENT, LLC | $206.3M | 3,966,698 | 0.37% | 3q | +15.8%+$28.2M |
| Daiwa Securities Group Inc. | $200.4M | 3,841,827 | 0.39% | 10q | +741.7%+$176.5M |
| PRUDENTIAL FINANCIAL INC | $189.9M | 3,640,623 | 0.21% | 10q | +3.5%+$6.4M |
| Alyeska Investment Group, L.P. | $188.0M | 3,604,898 | 0.48% | 3q | +181.8%+$121.3M |
| FEDERATED HERMES, INC. | $170.9M | 3,276,304 | 0.25% | 8q | -0.9%-$1.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $168.8M | 3,236,200 | 0.09% | 2q | +43.7%+$51.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.6M | 2,963,670 | 0.02% | 10q | -0.6%-$969.7K |
| Sixth Street Partners Management Company, L.P. | $154.6M | 2,963,670 | 0.02% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $148.0M | 2,838,622 | 0.03% | 6q | +5.8%+$8.1M |
| Capital World Investors | $146.5M | 2,809,787 | 0.02% | 2q | +95.8%+$71.7M |
| NORGES BANK | $139.6M | 2,676,071 | 0.01% | 8q | +4.6%+$6.1M |
| Balyasny Asset Management L.P. | $137.2M | 2,631,472 | 0.17% | 7q | +125.3%+$76.3M |
| MORGAN STANLEY | $124.0M | 2,378,640 | 0.01% | 10q | +35.9%+$32.8M |
| Nuveen, LLC | $116.5M | 2,234,829 | 0.03% | 6q | +76.7%+$50.6M |
| AMERICAN CENTURY COMPANIES INC | $114.6M | 2,196,829 | 0.05% | 10q | +7.4%+$7.9M |
| CITADEL ADVISORS LLC | $112.0M | 1,504,714 | 0.01% | 10q | +71.5%+$46.7M |
| TD Asset Management Inc | $106.0M | 2,033,013 | 0.09% | 2q | +1.5%+$1.6M |
| MILLENNIUM MANAGEMENT LLC | $103.9M | 1,992,073 | 0.04% | 10q | +2300.7%+$99.6M |
| Hudson Bay Capital Management LP | $99.4M | 1,906,718 | 0.27% | 10q | +59.5%+$37.1M |
| ALLIANCEBERNSTEIN L.P. | $94.6M | 2,005,087 | 0.03% | 9q | -28.4%-$37.4M |
| NORTHERN TRUST CORP | $91.3M | 1,751,187 | 0.01% | 10q | -22.9%-$27.2M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $84.2M | 1,614,014 | 1.17% | 7q | +28.3%+$18.6M |
| TWO SIGMA INVESTMENTS, LP | $79.9M | 1,532,710 | 0.06% | 10q | +20.2%+$13.4M |
| Bank of New York Mellon Corp | $78.0M | 1,495,661 | 0.01% | 9q | -5.4%-$4.4M |
| GRS Advisors, LLC | $73.5M | 1,408,592 | 6.20% | 8q | +38.0%+$20.2M |
| UBS Group AG | $71.1M | 1,363,059 | 0.01% | 10q | +101.9%+$35.9M |
| Bahl & Gaynor LLC | $69.9M | 1,340,954 | 0.32% | 3q | +11.0%+$6.9M |
| VANGUARD FIDUCIARY TRUST CO | $64.1M | 1,229,897 | 0.01% | 2q | +3.8%+$2.4M |
| Verition Fund Management LLC | $63.9M | 1,226,244 | 0.16% | 5q | +385.0%+$50.8M |
| Land & Buildings Investment Management, LLC | $57.4M | 1,100,637 | 9.84% | 10q | +8.9%+$4.7M |
| Aberdeen Group plc | $55.4M | 1,063,137 | 0.08% | 10q | -7.6%-$4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $53.7M | 1,030,254 | 0.01% | 9q | +61444.4%+$53.6M |
| Qube Research & Technologies Ltd | $53.2M | 1,019,930 | 0.05% | 6q | +350.8%+$41.4M |
| GOLDMAN SACHS GROUP INC | $53.1M | 1,017,457 | 0.00% | 9q | -36.5%-$30.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $51.8M | 993,925 | 0.04% | 9q | +954.5%+$46.9M |
| Legal & General Group Plc | $48.5M | 929,847 | 0.01% | 10q | -9.9%-$5.3M |
| Eurizon Capital SGR S.p.A. | $46.5M | 892,612 | 0.12% | 3q | +23.9%+$9.0M |
| ANCHOR CAPITAL ADVISORS LLC | $45.5M | 872,994 | 1.28% | 6q | +391.3%+$36.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $45.2M | 865,893 | 0.17% | 3q | +9354.0%+$44.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $43.1M | 826,988 | 0.07% | 6q | +171.4%+$27.2M |
| Russell Investments Group, Ltd. | $42.8M | 821,385 | 0.04% | 10q | -18.5%-$9.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $42.2M | 810,000 | 0.06% | 8q | +102.5%+$21.4M |
| Burkehill Global Management, LP | $41.7M | 800,000 | 1.51% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.1M | 776,485 | 0.00% | 9q | +193.1%+$27.0M |
| JPMORGAN CHASE & CO | $41.0M | 779,243 | 0.00% | 10q | -14.3%-$6.8M |
| Zimmer Partners, LP | $39.9M | 565,372 | 0.92% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $38.2M | 731,929 | 0.05% | 10q | -7.2%-$3.0M |
| LPL Financial LLC | $38.0M | 728,683 | 0.01% | 10q | +6.8%+$2.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $34.3M | 658,162 | 0.05% | 3q | +8.1%+$2.6M |
| Jain Global LLC | $33.5M | 641,955 | 0.13% | new | NEW |
| HSBC HOLDINGS PLC | $31.2M | 598,397 | 0.01% | 8q | +19.4%+$5.1M |
| Freestone Grove Partners LP | $29.4M | 563,277 | 0.19% | 3q | -15.4%-$5.4M |
| Engineers Gate Manager LP | $29.4M | 563,166 | 0.38% | 2q | +683.1%+$25.6M |
| RHUMBLINE ADVISERS | $26.4M | 505,766 | 0.02% | 9q | -7.5%-$2.1M |
| Retirement Systems of Alabama | $25.1M | 481,230 | 0.08% | 2q | +13.6%+$3.0M |
| Cander Asset Management LP | $24.6M | 472,328 | 4.56% | 3q | +64.8%+$9.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $23.9M | 458,273 | 0.42% | 6q | +22.5%+$4.4M |
| APG Asset Management US Inc. | $23.8M | 444,285 | 0.17% | 8q | +7.8%+$1.7M |
| NEUBERGER BERMAN GROUP LLC | $22.9M | 439,424 | 0.02% | 10q | -9.6%-$2.4M |
| SOROS FUND MANAGEMENT LLC | $22.4M | 428,630 | 0.27% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $22.1M | 426,093 | 0.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $22.0M | 422,115 | 0.01% | 10q | +27.7%+$4.8M |
| Point72 Asset Management, L.P. | $21.3M | 408,275 | 0.02% | new | NEW |
| Ghisallo Capital Management LLC | $20.9M | 400,000 | 0.41% | 10q | +166.7%+$13.0M |
| Lighthouse Investment Partners, LLC | $20.2M | 388,079 | 0.55% | 4q | +47.7%+$6.5M |
| Swiss National Bank | $20.1M | 385,000 | 0.01% | 9q | +9.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $19.7M | 395,520 | 0.00% | 9q | -45.6%-$16.5M |
| Squarepoint Ops LLC | $19.5M | 374,801 | 0.02% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $19.4M | 372,300 | 0.26% | 10q | +75.2%+$8.3M |
| FIRST TRUST ADVISORS LP | $18.9M | 362,322 | 0.01% | 8q | -19.1%-$4.5M |
| ROYAL BANK OF CANADA | $18.7M | 358,559 | 0.00% | 10q | +26.1%+$3.9M |
| Hazelview Securities Inc. | $18.6M | 337,855 | 2.58% | 2q | +3161.1%+$18.0M |
| MARSHALL WACE, LLP | $18.5M | 355,049 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $18.4M | 353,124 | 0.00% | 7q | +66.1%+$7.3M |
| WELLS FARGO & COMPANY/MN | $18.2M | 349,595 | 0.00% | 10q | -12.3%-$2.6M |
| Aptus Capital Advisors, LLC | $17.5M | 336,299 | 0.12% | 6q | +2.0%+$344.0K |
| Merit Financial Group, LLC | $17.2M | 329,729 | 0.05% | 8q | +96.3%+$8.4M |
| NOMURA ASSET MANAGEMENT CO LTD | $16.4M | 314,031 | 0.04% | 9q | +13.6%+$2.0M |
| Cetera Investment Advisers | $15.6M | 299,347 | 0.01% | 8q | +11.4%+$1.6M |
| Asset Management One Co., Ltd. | $15.2M | 290,897 | 0.04% | 9q | +5.8%+$837.1K |
| Kestra Advisory Services, LLC | $15.1M | 289,170 | 0.05% | 10q | -17.1%-$3.1M |
| Apollo Management Holdings, L.P. | $14.7M | 281,320 | 0.16% | 3q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $14.3M | 273,530 | 0.04% | 8q | +31.1%+$3.4M |
| Sumitomo Mitsui Trust Group, Inc. | $14.0M | 268,232 | 0.01% | 10q | +6.1%+$807.9K |
| Uniplan Investment Counsel, Inc. | $13.9M | 270,377 | 0.65% | 7q | +95.9%+$6.8M |
| Susquehanna Portfolio Strategies, LLC | $13.7M | 262,786 | 0.22% | new | NEW |
| State of New Jersey Common Pension Fund D | $12.9M | 247,563 | 0.04% | 9q | +13.8%+$1.6M |
| SEI INVESTMENTS CO | $12.8M | 245,369 | 0.01% | 10q | +25.7%+$2.6M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 4.3% |
| 2026-07-27 | 13G/A | BlackRock, Inc. | 11.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 539 | $11.6B | 221,282,300 | 90 | 207 | 147 | 0.4% |
| Q1 2026 | 490 | $8.8B | 187,796,874 | 56 | 196 | 132 | 0.0% |
| Q4 2025 | 499 | $8.3B | 177,402,280 | 89 | 156 | 154 | 0.0% |
| Q3 2025 | 420 | $6.2B | 148,633,773 | 72 | 126 | 140 | 0.0% |
| Q2 2025 | 388 | $5.3B | 143,889,350 | 64 | 118 | 150 | 0.0% |
| Q1 2025 | 369 | $4.2B | 137,531,955 | 54 | 106 | 137 | 0.1% |
| Q4 2024 | 364 | $3.7B | 131,275,366 | 55 | 124 | 120 | 0.2% |
| Q3 2024 | 341 | $3.1B | 115,400,919 | 235 | 73 | 28 | 1.5% |
| Q2 2024 | 119 | $1.1B | 73,148,835 | 52 | 35 | 20 | 0.2% |
| Q1 2024 | 96 | $984.7M | 67,033,231 | 96 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $546.0K | 37,495 | 1 | 0 | 0 | 0.0% |