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Institutional Ownership · SEC Form 13F

Who owns AHR (AHR)


Which tracked institutional funds hold AHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AHR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

517
Institutional holders
183,291,147
Shares held (tracked funds)

How the tape is positioned

132 tracked funds added or opened AHR while 107 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AHR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AHR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AHR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 517 tracked filers holding AHR, 295 increased or opened the position and 233 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AHR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 30

  • VANGUARD PORTFOLIO MANAGEMENT LLC$760M
  • VANGUARD CAPITAL MANAGEMENT LLC$387M
  • CANADA PENSION PLAN INVESTMENT BOARD$106M
  • TD Asset Management Inc$94M
  • Capital World Investors$68M
  • VANGUARD FIDUCIARY TRUST CO$56M

Full exits 37

  • VANGUARD GROUP INC$1.2B
  • JANE STREET GROUP, LLC$25M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$22M
  • Schonfeld Strategic Advisors LLC$21M
  • Point72 Asset Management, L.P.$15M
  • Jain Global LLC$14M

Largest adds

  • BlackRock, Inc.$161M
  • STATE STREET CORP$117M
  • BAHL & GAYNOR INC$50M
  • Invesco Ltd.$42M
  • GEODE CAPITAL MANAGEMENT, LLC$42M
  • TWO SIGMA INVESTMENTS, LP$39M

Largest trims

  • ROYAL BANK OF CANADA$277M
  • Qube Research & Technologies Ltd$101M
  • NORGES BANK$100M
  • BALYASNY ASSET MANAGEMENT L.P.$46M
  • DEUTSCHE BANK AG\$37M
  • ALLIANCEBERNSTEIN L.P.$34M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added23,510,185$1.1B11.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new16,124,024$760M8.1%2026-Q1
STATE STREET CORP added9,545,044$452M4.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added8,283,787$391M4.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new8,198,624$387M4.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added7,423,206$350M3.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added6,190,551$305M3.3%2026-Q1
Invesco Ltd. added6,415,225$303M3.2%2026-Q1
FMR LLC trimmed5,043,638$238M2.5%2026-Q1
PRUDENTIAL FINANCIAL INC added3,518,357$166M1.8%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC added3,425,295$161M1.7%2026-Q1
FEDERATED HERMES, INC. added3,306,517$156M1.7%2026-Q1
BANK OF AMERICA CORP /DE/ added3,236,592$153M1.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,982,265$141M1.5%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed2,798,790$132M1.4%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed2,781,453$131M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,682,894$127M1.4%2026-Q1
NORTHERN TRUST CORP added2,272,217$107M1.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD new2,251,400$106M1.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed2,046,020$96M1.0%2026-Q1
TD Asset Management Inc new2,002,053$94M1.0%2026-Q1
MORGAN STANLEY trimmed1,749,743$83M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added1,602,300$76M0.8%2026-Q1
Bank of New York Mellon Corp added1,580,920$75M0.8%2026-Q1
DEUTSCHE BANK AG\ trimmed1,563,364$74M0.8%2026-Q1
Capital World Investors new1,435,135$68M0.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,386,305$65M0.7%2026-Q1
Alyeska Investment Group, L.P. added1,279,358$60M0.6%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,275,554$60M0.6%2026-Q1
Nuveen, LLC trimmed1,265,059$60M0.6%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed1,258,041$59M0.6%2026-Q1
BAHL & GAYNOR INC added1,208,279$57M0.6%2026-Q1
Hudson Bay Capital Management LP trimmed1,195,613$56M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,184,693$56M0.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed1,168,129$55M0.6%2026-Q1
Aberdeen Group plc trimmed1,150,555$54M0.6%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added1,083,175$51M0.5%2026-Q1
Legal & General Group Plc added1,032,306$49M0.5%2026-Q1
GRS Advisors, LLC trimmed1,021,022$48M0.5%2026-Q1
Land & Buildings Investment Management, LLC trimmed1,011,002$48M0.5%2026-Q1
Russell Investments Group, Ltd. trimmed1,007,410$48M0.5%2026-Q1
JPMORGAN CHASE & CO added909,030$43M0.5%2026-Q1
CITADEL ADVISORS LLC added877,170$41M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed789,098$37M0.4%2026-Q1
Eurizon Capital SGR S.p.A. added720,409$34M0.4%2026-Q1
LPL Financial LLC trimmed681,980$32M0.3%2026-Q1
UBS Group AG added675,122$32M0.3%2026-Q1
Freestone Grove Partners LP trimmed666,004$31M0.3%2026-Q1
ALGERT GLOBAL LLC trimmed614,651$29M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed613,428$29M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed608,914$29M0.3%2026-Q1
RHUMBLINE ADVISERS added546,835$26M0.3%2026-Q1
HSBC HOLDINGS PLC added501,275$24M0.3%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed485,994$23M0.2%2026-Q1
D. E. Shaw & Co., Inc. added474,003$22M0.2%2026-Q1
Daiwa Securities Group Inc. added456,451$22M0.2%2026-Q1
FIRST TRUST ADVISORS LP added448,094$21M0.2%2026-Q1
NORGES BANK trimmed683,950$21M0.2%2026-Q1
Retirement Systems of Alabama new423,597$20M0.2%2026-Q1
APG Asset Management US Inc. added412,177$20M0.2%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed400,000$19M0.2%2026-Q1
CANADA LIFE ASSURANCE Co added389,185$18M0.2%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added374,069$18M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added362,569$17M0.2%2026-Q1
Swiss National Bank added351,000$17M0.2%2026-Q1
Kestra Advisory Services, LLC added348,782$16M0.2%2026-Q1
STRS OHIO added348,100$16M0.2%2026-Q1
Allianz Asset Management GmbH trimmed342,408$16M0.2%2026-Q1
AMERIPRISE FINANCIAL INC added363,546$16M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added330,542$16M0.2%2026-Q1
Aptus Capital Advisors, LLC added329,702$16M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed304,699$14M0.2%2026-Q1
KINGDON CAPITAL MANAGEMENT, L.L.C. added300,000$14M0.2%2026-Q1
California Public Employees Retirement System added288,941$14M0.1%2026-Q1
Cander Asset Management LP trimmed286,585$14M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed284,453$13M0.1%2026-Q1
Apollo Management Holdings, L.P.281,320$13M0.1%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added276,401$13M0.1%2026-Q1
Asset Management One Co., Ltd. trimmed274,846$13M0.1%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added274,517$13M0.1%2026-Q1
Cetera Investment Advisers added268,749$13M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed264,945$12M0.1%2026-Q1
Lighthouse Investment Partners, LLC trimmed262,707$12M0.1%2026-Q1
Verition Fund Management LLC trimmed252,843$12M0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added252,741$12M0.1%2026-Q1
B&I Capital AG added249,770$12M0.1%2026-Q1
CHILTON CAPITAL MANAGEMENT LLC added230,689$11M0.1%2026-Q1
BROOKFIELD Corp /ON/ trimmed226,883$11M0.1%2026-Q1
Qube Research & Technologies Ltd trimmed226,272$11M0.1%2026-Q1
State of New Jersey Common Pension Fund D added217,563$10M0.1%2026-Q1
VANGUARD GROUP INC added24,604,404$1.2B12.4%2025-Q4 stale
JANE STREET GROUP, LLC trimmed536,874$25M0.3%2025-Q4 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added472,776$22M0.2%2025-Q4 stale
WESTWOOD HOLDINGS GROUP INC added519,370$22M0.2%2025-Q3 stale
Schonfeld Strategic Advisors LLC added456,533$21M0.2%2025-Q4 stale
Point72 Asset Management, L.P. added323,166$15M0.2%2025-Q4 stale
Korea Investment CORP added360,101$15M0.2%2025-Q3 stale
Jain Global LLC added291,439$14M0.1%2025-Q4 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed267,550$13M0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed259,131$12M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership