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American Healthcare REIT (AHR) Institutional Ownership

American Healthcare REIT logo
$38.90 +0.26 (+0.67%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$38.99 +0.09 (+0.24%)
As of 08/1/2025 06:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
354
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$615.12M
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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
8/1/2025Petra Financial Advisors Inc.25,761$946K0.6%+233.0%0.016%
8/1/2025Teacher Retirement System of Texas84,846$3.12M0.0%-6.5%0.053%
8/1/2025Convergence Investment Partners LLC14,189$521K0.1%N/A0.009%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd209,419$7.69M0.2%-1.1%0.131%
8/1/2025Envestnet Asset Management Inc.318,097$11.69M0.0%+5.0%0.199%
8/1/2025Chilton Capital Management LLC357,968$13.23M0.5%+35.4%0.224%
7/31/2025 Nisa Investment Advisors LLC28,031$1.04M0.0%-20.3%0.018%
7/31/2025 Cosner Financial Group LLC47,900$1.76M1.0%-5.4%0.030%
7/31/2025 State of New Jersey Common Pension Fund D199,951$7.35M0.0%-5.6%0.125%
7/31/2025 Glass Jacobson Investment Advisors llc40,084$1.47M0.6%-41.6%0.025%
7/31/2025 Sumitomo Mitsui Trust Group Inc.272,863$10.03M0.0%-16.5%0.171%
7/31/2025 Moloney Securities Asset Management LLC5,555$204K0.0%N/A0.003%
7/31/2025 Asset Management One Co. Ltd.225,916$8.30M0.0%-3.7%0.142%
7/30/2025 Strategic Blueprint LLC20,074$738K0.0%-5.9%0.013%
7/30/2025 Ethic Inc.11,022$398K0.0%+44.8%0.007%
7/29/2025 International Assets Investment Management LLC7,317$269K0.0%N/A0.005%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al359,700$13.22M0.1%N/A0.226%
7/29/2025 Mutual of America Capital Management LLC331,535$12.18M0.1%-2.8%0.208%
7/29/2025 Stratos Wealth Partners LTD.11,878$436K0.0%-26.1%0.007%
7/28/2025 Turtle Creek Wealth Advisors LLC5,735$211K0.0%N/A0.004%
7/28/2025 Nvest Financial LLC15,536$571K0.3%N/A0.010%
7/28/2025 Allianz Asset Management GmbH90,479$3.32M0.0%+2.0%0.057%
7/28/2025 Rik Saylor Financial Inc.47,279$1.74M1.3%+5.8%0.030%
7/28/2025 Mutual Advisors LLC11,146$416K0.0%+5.1%0.007%
7/28/2025 Harbour Investments Inc.11,892$437K0.0%-9.7%0.007%
7/28/2025 J.Safra Asset Management Corp6,271$226K0.0%+8.3%0.004%
7/28/2025 RFG Advisory LLC10,402$382K0.0%-25.5%0.007%
7/25/2025 Atria Wealth Solutions Inc.14,646$542K0.0%-35.7%0.009%
7/25/2025 Envestnet Portfolio Solutions Inc.5,625$207K0.0%N/A0.004%
7/25/2025 Lion Street Advisors LLC7,373$271K0.1%+6.2%0.005%
7/25/2025 CWM LLC180,362$6.63M0.0%-0.6%0.113%
7/25/2025 Vanguard Personalized Indexing Management LLC7,673$282K0.0%N/A0.005%
7/25/2025 Concurrent Investment Advisors LLC19,779$727K0.0%-21.0%0.012%
7/24/2025 Aberdeen Group plc1,337,748$49.15M0.1%+58.6%0.839%
7/23/2025 Vontobel Holding Ltd.9,147$336K0.0%-4.5%0.006%
7/23/2025 KLP Kapitalforvaltning AS33,000$1.22M0.0%+11.9%0.021%
7/23/2025 Franchise Capital Ltd4,375$161K0.1%+76.8%0.003%
7/23/2025 Prime Capital Investment Advisors LLC19,161$704K0.0%-23.6%0.012%
7/22/2025 Knights of Columbus Asset Advisors LLC104,288$3.83M0.2%N/A0.065%
7/22/2025 DAVENPORT & Co LLC5,674$208K0.0%N/A0.004%
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7/22/2025 Merit Financial Group LLC172,783$6.35M0.1%-1.7%0.108%
7/22/2025 Beacon Financial Advisory LLC6,254$230K0.1%N/A0.004%
7/22/2025 Highland Capital Management LLC6,037$222K0.0%N/A0.004%
7/22/2025 Wealthcare Advisory Partners LLC7,208$265K0.0%-47.5%0.005%
7/22/2025 Accel Wealth Management15,781$580K0.2%+37.3%0.010%
7/21/2025 Ameritas Advisory Services LLC11,990$441K0.0%-11.3%0.008%
7/21/2025 Mirae Asset Global Investments Co. Ltd.3,287$121K0.0%-20.5%0.002%
7/18/2025 Pure Financial Advisors LLC8,830$324K0.0%-4.5%0.006%
7/18/2025 PFG Investments LLC8,381$308K0.0%-8.9%0.005%
7/18/2025 Truist Financial Corp15,913$585K0.0%+11.9%0.010%
7/17/2025 Trivium Point Advisory LLC20,820$765K0.1%-21.9%0.013%
7/17/2025 Janney Montgomery Scott LLC16,531$607K0.0%-5.5%0.010%
7/17/2025 Sound Income Strategies LLC1,610$59K0.0%-68.5%0.001%
7/17/2025 Beacon Capital Management LLC17,075$627K0.1%-17.5%0.011%
7/16/2025 State of Alaska Department of Revenue77,152$2.83M0.0%+4.7%0.048%
7/16/2025 Perigon Wealth Management LLC21,480$789K0.0%-34.0%0.013%
7/15/2025 Public Employees Retirement System of Ohio231,343$8.50M0.0%+7.4%0.145%
7/15/2025 Ballentine Partners LLC10,745$395K0.0%+11.3%0.007%
7/15/2025 Main Street Group LTD1,029$38K0.0%-59.4%0.001%
7/15/2025 Kelly Financial Group LLC14,373$528K0.1%N/A0.009%
7/14/2025 GAMMA Investing LLC1,716$63K0.0%+22.1%0.001%
7/14/2025 Park Avenue Securities LLC8,642$318K0.0%N/A0.005%
7/14/2025 Physician Wealth Advisors Inc.936$34K0.0%N/A0.001%
7/11/2025 Silver Oak Securities Incorporated21,827$802K0.1%-7.4%0.014%
7/11/2025 Harbour Capital Advisors LLC72,120$2.62M0.6%+116.1%0.045%
7/11/2025 IFM Investors Pty Ltd25,533$938K0.0%-16.4%0.016%
7/11/2025 Grove Bank & Trust3,542$130K0.0%N/A0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC29,300$1.09M0.0%+1.4%0.018%
7/10/2025 Secure Asset Management LLC6,449$237K0.0%N/A0.004%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd33,961$1.25M0.0%+9.9%0.021%
7/9/2025 Dynamic Advisor Solutions LLC52,620$1.93M0.1%-2.5%0.033%
7/9/2025 Balefire LLC10,538$387K0.1%N/A0.007%
7/9/2025 Fiduciary Alliance LLC9,244$340K0.0%-9.1%0.006%
7/8/2025 Gallacher Capital Management LLC17,405$639K0.3%N/A0.011%
7/7/2025 HMS Capital Management LLC11,713$430K0.2%N/A0.007%
7/7/2025 Peak Financial Advisors LLC13,039$479K0.2%-48.1%0.008%
6/18/2025Voya Investment Management LLC40,263$1.22M0.0%-5.3%0.025%
6/10/2025BROOKFIELD Corp ON 847,132$25.67M0.1%+75.1%0.531%
6/6/2025Militia Capital Partners LP14,900$451K0.4%+776.5%0.009%
6/2/2025Modern Wealth Management LLC95,879$2.91M0.1%-1.8%0.060%
5/29/2025Rhumbline Advisers249,975$7.57M0.0%-2.5%0.157%
5/28/2025Strs Ohio404,000$12.24M0.1%N/A0.253%
5/21/2025Acadian Asset Management LLC6,130$185K0.0%N/A0.004%
5/21/2025Geneos Wealth Management Inc.23,365$708K0.0%-12.4%0.015%
5/21/2025 IFM Investors Pty Ltd30,540$925K0.0%-12.8%0.019%
5/20/2025Intech Investment Management LLC90,725$2.75M0.0%+110.2%0.057%
5/20/2025Focus Partners Wealth25,809$782K0.0%+6.6%0.016%
5/19/2025SageView Advisory Group LLC12,551$380K0.0%-14.0%0.008%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC928,875$28.15M0.0%+21.0%0.582%
5/16/2025Coppell Advisory Solutions LLC6,565$210K0.0%-43.3%0.004%
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5/16/2025Arete Wealth Advisors LLC9,210$279K0.0%-84.0%0.006%
5/16/2025Goldman Sachs Group Inc.372,455$11.29M0.0%-35.8%0.234%
5/16/2025Uniplan Investment Counsel Inc.51,621$1.56M0.2%-3.4%0.033%
5/16/2025Nissay Asset Management Corp Japan ADV22,663$687K0.0%+2.5%0.014%
5/16/2025NewEdge Advisors LLC23,509$712K0.0%+9.4%0.015%
5/16/2025Millennium Management LLC572,722$17.35M0.0%-52.6%0.363%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.90,521$2.74M0.0%+4.6%0.057%
5/16/2025Integrated Wealth Concepts LLC6,655$202K0.0%-41.7%0.004%
5/16/2025Investmark Advisory Group LLC11,316$343K0.2%-8.2%0.007%
5/16/2025Boothbay Fund Management LLC238,650$7.23M0.2%-18.3%0.151%
(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, 412 institutional investors and hedge funds held shares of American Healthcare REIT. The most heavily invested institutionals were Vanguard Group Inc. ($569.49M), Principal Financial Group Inc. ($374.92M), Wellington Management Group LLP ($271.49M), Invesco Ltd. ($152.18M), Alliancebernstein L.P. ($138.15M), Deutsche Bank AG ($109.15M), and Centersquare Investment Management LLC ($107.24M).Learn more on American Healthcare REIT's institutional investors.

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

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

Which institutional investors have been buying American Healthcare REIT's stock?

Of the 367 institutional investors that purchased American Healthcare REIT's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($15.70M), Vanguard Group Inc. ($12.01M), Invesco Ltd. ($4.94M), Centersquare Investment Management LLC ($4.61M), Alliancebernstein L.P. ($3.55M), V3 Capital Management L.P. ($2.87M), and Wellington Management Group LLP ($2.75M).

How much institutional buying is happening at American Healthcare REIT?

Institutional investors have bought a total of 69,747,705 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 167 institutional investors that sold American Healthcare REIT's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($4.49M), Millennium Management LLC ($2.68M), Alyeska Investment Group L.P. ($2.62M), American Century Companies Inc. ($1.28M), Hudson Bay Capital Management LP ($1.23M), Jane Street Group LLC ($1.10M), and Goldentree Asset Management LP ($888.76K).

How much institutional selling is happening at American Healthcare REIT?

Institutional investors have sold a total of 21,794,416 shares in the last 24 months. This volume of shares sold represents approximately $615.12M in transactions.



This page (NYSE:AHR) was last updated on 8/2/2025 by MarketBeat.com Staff
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