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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 23,510,185 | $1.1B | 11.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,124,024 | $760M | 8.1% | 2026-Q1 |
| STATE STREET CORP added | 9,545,044 | $452M | 4.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 8,283,787 | $391M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,198,624 | $387M | 4.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 7,423,206 | $350M | 3.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,190,551 | $305M | 3.3% | 2026-Q1 |
| Invesco Ltd. added | 6,415,225 | $303M | 3.2% | 2026-Q1 |
| FMR LLC trimmed | 5,043,638 | $238M | 2.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 3,518,357 | $166M | 1.8% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 3,425,295 | $161M | 1.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 3,306,517 | $156M | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,236,592 | $153M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,982,265 | $141M | 1.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,798,790 | $132M | 1.4% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 2,781,453 | $131M | 1.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,682,894 | $127M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,272,217 | $107M | 1.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 2,251,400 | $106M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,046,020 | $96M | 1.0% | 2026-Q1 |
| TD Asset Management Inc new | 2,002,053 | $94M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,749,743 | $83M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,602,300 | $76M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,580,920 | $75M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,563,364 | $74M | 0.8% | 2026-Q1 |
| Capital World Investors new | 1,435,135 | $68M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,386,305 | $65M | 0.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,279,358 | $60M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,275,554 | $60M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,265,059 | $60M | 0.6% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,258,041 | $59M | 0.6% | 2026-Q1 |
| BAHL & GAYNOR INC added | 1,208,279 | $57M | 0.6% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 1,195,613 | $56M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,184,693 | $56M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,168,129 | $55M | 0.6% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,150,555 | $54M | 0.6% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 1,083,175 | $51M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 1,032,306 | $49M | 0.5% | 2026-Q1 |
| GRS Advisors, LLC trimmed | 1,021,022 | $48M | 0.5% | 2026-Q1 |
| Land & Buildings Investment Management, LLC trimmed | 1,011,002 | $48M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,007,410 | $48M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 909,030 | $43M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 877,170 | $41M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 789,098 | $37M | 0.4% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. added | 720,409 | $34M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 681,980 | $32M | 0.3% | 2026-Q1 |
| UBS Group AG added | 675,122 | $32M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP trimmed | 666,004 | $31M | 0.3% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 614,651 | $29M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 613,428 | $29M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 608,914 | $29M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 546,835 | $26M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 501,275 | $24M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 485,994 | $23M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 474,003 | $22M | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 456,451 | $22M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 448,094 | $21M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 683,950 | $21M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama new | 423,597 | $20M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. added | 412,177 | $20M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 400,000 | $19M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 389,185 | $18M | 0.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 374,069 | $18M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 362,569 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 351,000 | $17M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 348,782 | $16M | 0.2% | 2026-Q1 |
| STRS OHIO added | 348,100 | $16M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 342,408 | $16M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 363,546 | $16M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 330,542 | $16M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 329,702 | $16M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 304,699 | $14M | 0.2% | 2026-Q1 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. added | 300,000 | $14M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 288,941 | $14M | 0.1% | 2026-Q1 |
| Cander Asset Management LP trimmed | 286,585 | $14M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 284,453 | $13M | 0.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. | 281,320 | $13M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 276,401 | $13M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 274,846 | $13M | 0.1% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 274,517 | $13M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 268,749 | $13M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 264,945 | $12M | 0.1% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 262,707 | $12M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 252,843 | $12M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 252,741 | $12M | 0.1% | 2026-Q1 |
| B&I Capital AG added | 249,770 | $12M | 0.1% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 230,689 | $11M | 0.1% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 226,883 | $11M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 226,272 | $11M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 217,563 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 24,604,404 | $1.2B | 12.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 536,874 | $25M | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 472,776 | $22M | 0.2% | 2025-Q4 stale |
| WESTWOOD HOLDINGS GROUP INC added | 519,370 | $22M | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 456,533 | $21M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 323,166 | $15M | 0.2% | 2025-Q4 stale |
| Korea Investment CORP added | 360,101 | $15M | 0.2% | 2025-Q3 stale |
| Jain Global LLC added | 291,439 | $14M | 0.1% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 267,550 | $13M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 259,131 | $12M | 0.1% | 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.
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.