Who owns American Healthcare REIT (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-Q2 13F filings (latest filed 2026-09-22). 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
199 tracked funds added or opened AHR while 74 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 538 tracked filers holding AHR, 313 increased or opened the position and 228 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 43
- Burkehill Global Management, LP$42M
- Jain Global LLC$33M
- Zimmer Partners, LP$29M
- SOROS FUND MANAGEMENT LLC$22M
- SCHRODER INVESTMENT MANAGEMENT GROUP$22M
- Point72 Asset Management, L.P.$21M
Full exits 33
- ALGERT GLOBAL LLC$29M
- CANADA LIFE ASSURANCE Co$18M
- STRS OHIO$16M
- BAMCO INC /NY/$10M
- Cambridge Investment Research Advisors, Inc.$7M
- State of Alaska, Department of Revenue$6M
Largest adds
- BlackRock, Inc.$239M
- Daiwa Securities Group Inc.$179M
- Alyeska Investment Group, L.P.$128M
- VANGUARD PORTFOLIO MANAGEMENT LLC$125M
- NORGES BANK$119M
- PRINCIPAL FINANCIAL GROUP INC$115M
Largest trims
- GEODE CAPITAL MANAGEMENT, LLC$67M
- DEUTSCHE BANK AG\$61M
- ALLIANCEBERNSTEIN L.P.$37M
- Invesco Ltd.$28M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$26M
- GOLDMAN SACHS GROUP INC$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,845,948 | $1.3B | 12.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 16,975,438 | $885M | 8.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,201,599 | $480M | 4.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 9,046,025 | $474M | 4.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 8,917,875 | $465M | 4.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 8,658,850 | $452M | 4.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,264,667 | $275M | 2.6% | 2026-Q2 |
| FMR LLC trimmed | 4,568,191 | $238M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,563,939 | $238M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,531,958 | $236M | 2.2% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 4,203,946 | $219M | 2.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 3,966,698 | $206M | 1.9% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 3,841,827 | $200M | 1.9% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 3,640,623 | $190M | 1.8% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 3,604,898 | $188M | 1.8% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 3,276,304 | $171M | 1.6% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,236,200 | $169M | 1.6% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 3,100,314 | $162M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,963,670 | $155M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,838,622 | $148M | 1.4% | 2026-Q2 |
| Capital World Investors added | 2,809,787 | $147M | 1.4% | 2026-Q2 |
| NORGES BANK added | 2,676,071 | $140M | 1.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,631,472 | $137M | 1.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,606,778 | $136M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,378,640 | $124M | 1.2% | 2026-Q2 |
| Nuveen, LLC added | 2,234,829 | $117M | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,196,829 | $115M | 1.1% | 2026-Q2 |
| TD Asset Management Inc added | 2,033,013 | $106M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,005,087 | $95M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,992,073 | $104M | 1.0% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 1,906,718 | $99M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,751,187 | $91M | 0.9% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,614,014 | $84M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,532,710 | $80M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,504,714 | $78M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,495,661 | $78M | 0.7% | 2026-Q2 |
| GRS Advisors, LLC added | 1,408,592 | $73M | 0.7% | 2026-Q2 |
| UBS Group AG added | 1,363,059 | $71M | 0.7% | 2026-Q2 |
| Bahl & Gaynor LLC added | 1,340,954 | $70M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,229,897 | $64M | 0.6% | 2026-Q2 |
| Land & Buildings Investment Management, LLC added | 1,100,637 | $57M | 0.5% | 2026-Q2 |
| Aberdeen Group plc trimmed | 1,063,137 | $55M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,030,254 | $54M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,019,930 | $53M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,017,457 | $53M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 993,925 | $52M | 0.5% | 2026-Q2 |
| Legal & General Group Plc trimmed | 929,847 | $48M | 0.5% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 892,612 | $47M | 0.4% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 872,994 | $46M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 865,893 | $45M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 826,988 | $43M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 821,385 | $43M | 0.4% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 810,000 | $42M | 0.4% | 2026-Q2 |
| Burkehill Global Management, LP new | 800,000 | $42M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 779,243 | $41M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 776,485 | $40M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 731,929 | $38M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 728,683 | $38M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 658,162 | $34M | 0.3% | 2026-Q2 |
| Jain Global LLC added | 641,955 | $33M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 613,122 | $32M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 598,397 | $31M | 0.3% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 565,372 | $29M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 563,277 | $29M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP added | 563,166 | $29M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 505,766 | $26M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama added | 481,230 | $25M | 0.2% | 2026-Q2 |
| Cander Asset Management LP added | 472,328 | $25M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 458,273 | $24M | 0.2% | 2026-Q2 |
| APG Asset Management US Inc. added | 444,285 | $24M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 439,424 | $23M | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 428,630 | $22M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 426,093 | $22M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 422,115 | $22M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 408,275 | $21M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC added | 400,000 | $21M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 395,520 | $20M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 388,079 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 385,000 | $20M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 374,801 | $20M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 372,300 | $19M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 362,322 | $19M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 358,559 | $19M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 355,049 | $19M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 353,124 | $18M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 349,595 | $18M | 0.2% | 2026-Q2 |
| Hazelview Securities Inc. added | 337,855 | $19M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 336,299 | $18M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 314,031 | $16M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 299,347 | $16M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 290,897 | $15M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 289,170 | $15M | 0.1% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 281,320 | $15M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 273,530 | $14M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 268,232 | $14M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC new | 262,786 | $14M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 255,950 | $13M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 247,563 | $13M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 245,369 | $13M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 232,553 | $12M | 0.1% | 2026-Q2 |
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.