HolderBook

AMERICAN HEALTHCARE REIT INC (AHR)

Institutional ownership reported to the SEC as of Q3 2026, across 12 quarters.

15
Reporting holders
$4.8M
Reported value
0.0%
Calls
0.0%
Puts
-559
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Legacy Wealth Asset Management, LLC$1.4M27,2770.31%4q-1.9%-$27.4K
Farther Finance Advisors, LLC$1.2M23,8600.01%9q-6.1%-$79.3K
Cambridge Financial Group, LLC$625.4K11,9930.20%5qHELD
Castleview Partners, LLC$434.5K8,4760.19%9qHELD
First Heartland Consultants, Inc.$317.6K6,1960.02%5q+4.0%+$12.4K
ANB BANK$281.1K5,4830.10%4qHELD
Venture Visionary Partners LLC$241.9K4,7200.01%4qHELD
GAMMA Investing LLC$237.6K4,6350.01%9q+42.0%+$70.3K
Versant Capital Management, Inc$53.0K1,0330.00%9q+14.4%+$6.7K
MassMutual Private Wealth & Trust, FSB$7.4K1440.00%9q+3.6%
Marquette Asset Management, LLC$1.9K380.00%5qHELD
CoreCap Advisors, LLC$1.2K240.00%newNEW
CX Institutional$91917,9270.02%7q+404.1%
Planning Strategies Inc.$718140.00%2q+75.0%
ARMSTRONG ADVISORY GROUP, INC$564110.00%6qHELD
Davis Capital Management$10320.00%newNEW

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 →

FiledFormFiler % of class
2026-08-0713GSTATE STREET CORPORATION4.3%
2026-07-2713G/ABlackRock, Inc.11.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-022026-09-02Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-26PEAY BRIANChief Financial OfficerSold25,000$1.3M
2026-06-24Foster Mark E.EVP, GC & SecretarySold2,500$121.5K
2026-09-01Foster Mark E.EVP, GC & SecretarySold2,000$110.8K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202615$4.8M93,9062520.0%
Q2 2026574$12.8B243,747,715962281520.6%
Q1 2026518$9.0B190,630,438602111390.0%
Q4 2025531$8.5B180,032,102941701600.0%
Q3 2025450$6.4B152,054,139771371490.0%
Q2 2025418$5.4B147,631,068701301600.0%
Q1 2025398$4.3B140,377,342591161480.1%
Q4 2024392$3.8B134,410,339601371300.2%
Q3 2024369$3.2B118,731,36525579291.6%
Q2 2024130$1.1B74,525,3726038200.2%
Q1 2024104$1.0B68,632,714103100.0%
Q4 20231$546.0K37,4951000.0%