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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$27.87 -0.83 (-2.89%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
196
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$76.63M
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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
1/17/2025 Lifestyle Asset Management Inc.11,286$321K0.2%-49.4%0.007%
1/17/2025 Janney Montgomery Scott LLC13,915$395K0.0%+4.0%0.009%
1/17/2025 SG Americas Securities LLC6,583$187K0.0%-82.1%0.004%
1/17/2025 Nisa Investment Advisors LLC37,405$1.07M0.0%+82.8%0.024%
1/16/2025 Pure Financial Advisors LLC8,555$243K0.0%-36.0%0.006%
1/16/2025 FLC Capital Advisors14,144$402K0.1%-31.5%0.009%
1/16/2025 Diversify Advisory Services LLC35,070$955K0.1%+1.3%0.023%
1/16/2025 Diversify Wealth Management LLC22,175$604K0.0%-4.1%0.014%
1/15/2025 Ameritas Advisory Services LLC12,581$358K0.0%+32.8%0.008%
1/15/2025 Arkadios Wealth Advisors45,451$1.29M0.1%+46.7%0.030%
1/15/2025 Selective Wealth Management Inc.13,128$359K0.1%N/A0.009%
1/15/2025 Merit Financial Group LLC184,234$5.24M0.1%+1.7%0.120%
1/15/2025 Householder Group Estate & Retirement Specialist LLC4,207$119K0.1%-35.0%0.003%
1/15/2025 Wealthcare Advisory Partners LLC9,731$277K0.0%-45.0%0.006%
1/15/2025 Decker Retirement Planning Inc.1,288$37K0.0%N/A0.001%
1/14/2025 Heritage Family Offices LLP13,881$394K0.2%-41.3%0.009%
1/14/2025 Carolina Wealth Advisors LLC1,035$29K0.0%N/A0.001%
1/14/2025 Peak Financial Advisors LLC25,113$714K0.4%-6.7%0.016%
1/14/2025 Park Avenue Securities LLC8,161$232K0.0%-25.5%0.005%
1/14/2025 Accurate Wealth Management LLC13,005$354K0.1%N/A0.008%
1/13/2025 Harbour Capital Advisors LLC33,715$950K0.2%+100.7%0.022%
1/13/2025 Cooper Financial Group9,546$271K0.0%N/A0.006%
1/13/2025 Fiduciary Alliance LLC10,170$289K0.0%+8.0%0.007%
1/10/2025 Wealth Enhancement Advisory Services LLC51,019$1.33M0.0%-1.1%0.033%
1/10/2025 ORG Partners LLC2,000$57K0.0%N/A0.001%
1/10/2025 Fortitude Family Office LLC1,250$36K0.0%-60.0%0.001%
1/3/2025 GAMMA Investing LLC988$28K0.0%+104.1%0.001%
12/26/2024JPMorgan Chase & Co.917,636$23.95M0.0%+15.9%0.600%
12/19/2024Principal Financial Group Inc.9,488,750$247.65M0.1%+54.1%6.199%
11/27/2024Franklin Resources Inc.167,185$4.13M0.0%+13.7%0.109%
11/25/2024Wilmington Savings Fund Society FSB1,060$28K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC36,238$946K0.0%N/A0.024%
11/25/2024Sanctuary Advisors LLC10,261$293K0.0%N/A0.007%
11/22/2024Fulcrum Equity Management9,905$259K0.2%N/A0.006%
11/20/2024SOA Wealth Advisors LLC.1,737$45K0.0%N/A0.001%
11/20/2024Advisory Resource Group28,885$754K0.2%N/A0.019%
11/19/2024McIlrath & Eck LLC2,096$55K0.0%N/A0.001%
11/18/2024Soltis Investment Advisors LLC8,203$214K0.0%N/A0.006%
11/18/2024Arete Wealth Advisors LLC52,260$1.35M0.1%N/A0.040%
11/18/2024Teachers Retirement System of The State of Kentucky46,923$1.23M0.0%N/A0.036%
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11/18/2024Neo Ivy Capital Management27,858$728K0.2%N/A0.021%
11/16/2024Geode Capital Management LLC2,527,123$65.98M0.0%+76.4%1.920%
11/15/2024Prestige Wealth Management Group LLC4,047$107K0.0%N/A0.003%
11/15/2024M&T Bank Corp8,854$231K0.0%N/A0.007%
11/15/2024Barclays PLC178,316$4.65M0.0%+135.5%0.116%
11/15/2024Public Employees Retirement System of Ohio212,718$5.55M0.0%N/A0.162%
11/15/2024Nomura Asset Management Co. Ltd.204,000$5.32M0.0%+154.4%0.155%
11/15/2024Glass Jacobson Investment Advisors llc106,024$2.77M0.9%N/A0.081%
11/15/2024MML Investors Services LLC22,937$599K0.0%N/A0.017%
11/15/2024Orion Portfolio Solutions LLC19,126$499K0.0%N/A0.015%
11/15/2024XTX Topco Ltd18,215$475K0.0%N/A0.014%
11/15/2024Zacks Investment Management43,270$1.13M0.0%N/A0.033%
11/15/2024Zimmer Partners LP760,000$19.84M0.4%N/A0.577%
11/15/2024Brookfield Corp ON439,598$11.47M0.1%N/A0.334%
11/15/2024Glen Eagle Advisors LLC3,113$81K0.0%N/A0.002%
11/15/2024Wellington Management Group LLP13,445,752$350.93M0.1%+25.7%10.213%
11/15/2024State Street Corp3,683,691$96.47M0.0%+221.6%2.798%
11/15/2024Systematic Financial Management LP46,362$1.21M0.0%N/A0.035%
11/15/2024SageView Advisory Group LLC8,686$227K0.0%N/A0.007%
11/15/2024Quarry LP1,266$33K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC9,035$236K0.0%N/A0.007%
11/15/2024Investmark Advisory Group LLC10,563$276K0.1%N/A0.008%
11/15/2024Janus Henderson Group PLC94,112$2.46M0.0%+79.8%0.071%
11/15/2024Heitman Real Estate Securities LLC250,526$6.54M0.4%N/A0.190%
11/15/2024HighTower Advisors LLC53,600$1.40M0.0%N/A0.041%
11/15/2024Centiva Capital LP20,482$535K0.0%N/A0.016%
11/15/2024Benjamin Edwards Inc.13,469$351K0.0%N/A0.010%
11/15/2024Atom Investors LP78,187$2.04M0.2%N/A0.059%
11/14/2024Verition Fund Management LLC237,914$6.21M0.0%+56.8%0.181%
11/14/2024Goldentree Asset Management LP411,245$10.71M0.9%-68.4%0.312%
11/14/2024Captrust Financial Advisors28,839$753K0.0%N/A0.022%
11/14/2024Walleye Capital LLC21,327$557K0.0%-94.3%0.016%
11/14/2024PEAK6 Investments LLC20,143$526K0.0%N/A0.015%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC356,497$9.31M0.0%+407.8%0.271%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank31,410$820K0.0%+318.4%0.024%
11/14/2024MetLife Investment Management LLC52,344$1.37M0.0%+181.7%0.040%
11/14/2024CreativeOne Wealth LLC19,136$499K0.0%N/A0.015%
11/13/2024Townsquare Capital LLC10,646$278K0.0%N/A0.008%
11/13/2024Carlson Capital Management14,227$371K0.0%N/A0.011%
11/13/2024BNP Paribas Financial Markets17,035$445K0.0%-95.4%0.013%
11/13/2024Quantbot Technologies LP296,817$7.75M0.3%+212.2%0.225%
11/13/2024FMR LLC2,167,622$56.58M0.0%N/A1.647%
11/13/2024The Manufacturers Life Insurance Company22,208$580K0.0%-8.0%0.017%
11/13/2024Elios Financial Group Inc.10,769$281K0.1%N/A0.008%
11/13/2024Loomis Sayles & Co. L P2,095$55K0.0%N/A0.002%
11/13/2024Harvest Fund Management Co. Ltd7,796$203K0.0%N/A0.006%
11/13/2024Daiwa Securities Group Inc.283,763$7.41M0.0%+4.1%0.216%
11/12/2024Larson Financial Group LLC12,652$330K0.0%N/A0.010%
11/12/2024Penserra Capital Management LLC34,790$908K0.0%+9.7%0.026%
11/12/2024Great Valley Advisor Group Inc.13,132$343K0.0%N/A0.010%
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11/12/2024Nwam LLC8,868$231K0.0%N/A0.007%
11/12/2024Concorde Asset Management LLC16,897$441K0.2%+34.1%0.013%
11/12/2024Charles Schwab Investment Management Inc.1,907,986$49.80M0.0%+118.4%1.449%
11/9/2024Foundry Partners LLC12,024$314K0.0%N/A0.009%
11/9/2024Intech Investment Management LLC12,746$333K0.0%N/A0.010%
11/8/2024EverSource Wealth Advisors LLC136,279$3.56M0.2%N/A0.104%
11/8/2024Hilton Capital Management LLC183,039$4.78M0.4%N/A0.139%
11/8/2024 Avior Wealth Management LLC2,502$65K0.0%N/A0.002%
11/8/2024Prospera Financial Services Inc18,702$488K0.0%N/A0.014%
11/7/2024Tidemark LLC1,704$44K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

AHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AHR shares?

During the previous two years, 206 institutional investors and hedge funds held shares of American Healthcare REIT. The most heavily invested institutionals were Wellington Management Group LLP ($350.93M), Principal Financial Group Inc. ($247.65M), State Street Corp ($96.47M), Geode Capital Management LLC ($65.98M), Centersquare Investment Management LLC ($63.27M), FMR LLC ($56.58M), and Charles Schwab Investment Management Inc. ($49.80M).Learn more on AHR's institutional investors.

What percentage of American Healthcare REIT stock is owned by institutional investors?

16.68% of American Healthcare REIT stock is owned by institutional investors. Learn more on AHR's institutional investor holdings.

Which institutional investors have been buying American Healthcare REIT stock?

Of the 196 institutional investors that purchased American Healthcare REIT stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($12.82M), Centersquare Investment Management LLC ($4.61M), V3 Capital Management L.P. ($2.87M), Wellington Management Group LLP ($2.75M), State Street Corp ($2.54M), FMR LLC ($2.17M), and Commonwealth Equity Services LLC ($1.58M).

How much institutional buying is happening at American Healthcare REIT?

Institutional investors have bought a total of 48,676,160 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

Which American Healthcare REIT major shareholders have been selling company stock?

Of the 25 institutional investors that sold American Healthcare REIT stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldentree Asset Management LP ($888.76K), Sumitomo Mitsui Trust Group Inc. ($735.37K), Millennium Management LLC ($588.37K), BNP Paribas Financial Markets ($355.24K), Walleye Capital LLC ($349.60K), Marshall Wace LLP ($233.48K), and SG Americas Securities LLC ($30.20K).

How much institutional selling is happening at American Healthcare REIT?

Institutional investors have sold a total of 3,306,285 shares in the last 24 months. This volume of shares sold represents approximately $76.63M in transactions.



This page (NYSE:AHR) was last updated on 1/20/2025 by MarketBeat.com Staff
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