DaveManuel.com · Institutional Ownership · Who Owns It
AMERICAN HEALTHCARE REIT INC (AHR)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
579
Reporting holders
$11.8B
Reported value
103.5%
Of shares outstanding
0.3%
Calls
0.1%
Puts
+54
Holder change
Institutions report 225,735,760 shares against 217,998,775 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 25,845,948 | 0.02% | 8q | -10.1%-$151.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $885.3M | 16,975,438 | 0.04% | 2q | +5.3%+$44.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $479.9M | 9,201,599 | 0.01% | 2q | +12.2%+$52.3M |
| STATE STREET CORP | $474.0M | 9,046,025 | 0.01% | 10q | -5.2%-$26.1M |
| PRINCIPAL FINANCIAL GROUP INC | $465.1M | 8,917,875 | 0.23% | 10q | +20.1%+$77.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $451.6M | 8,658,850 | 0.08% | 10q | +4.5%+$19.6M |
| Invesco Ltd. | $274.6M | 5,264,667 | 0.02% | 9q | -22.3%-$79.0M |
| FMR LLC | $238.2M | 4,568,191 | 0.01% | 8q | -9.8%-$25.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $238.1M | 4,563,939 | 0.01% | 10q | -26.3%-$84.8M |
| BANK OF AMERICA CORP /DE/ | $236.3M | 4,531,958 | 0.02% | 10q | +40.0%+$67.6M |
| COHEN & STEERS, INC. | $221.2M | 4,242,293 | 0.35% | new | NEW |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $219.2M | 4,203,946 | 1.87% | 10q | +51.1%+$74.2M |
| WCM INVESTMENT MANAGEMENT, LLC | $206.3M | 3,966,698 | 0.37% | 3q | +15.8%+$28.2M |
| Daiwa Securities Group Inc. | $200.4M | 3,841,827 | 0.39% | 10q | +741.7%+$176.5M |
| PRUDENTIAL FINANCIAL INC | $189.9M | 3,640,623 | 0.21% | 10q | +3.5%+$6.4M |
| Alyeska Investment Group, L.P. | $188.0M | 3,604,898 | 0.48% | 3q | +181.8%+$121.3M |
| FEDERATED HERMES, INC. | $170.9M | 3,276,304 | 0.25% | 8q | -0.9%-$1.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $168.8M | 3,236,200 | 0.09% | 2q | +43.7%+$51.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $161.7M | 3,100,314 | 1.53% | 5q | +186.2%+$105.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $154.6M | 2,963,670 | 0.02% | 10q | -0.6%-$969.7K |
| DIMENSIONAL FUND ADVISORS LP | $148.0M | 2,838,622 | 0.03% | 6q | +5.8%+$8.1M |
| Capital World Investors | $146.5M | 2,809,787 | 0.02% | 2q | +95.8%+$71.7M |
| NORGES BANK | $139.6M | 2,676,071 | 0.01% | 8q | +4.6%+$6.1M |
| Balyasny Asset Management L.P. | $137.2M | 2,631,472 | 0.17% | 7q | +125.3%+$76.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $135.9M | 2,606,778 | 0.01% | 8q | +88.0%+$63.6M |
| MORGAN STANLEY | $124.0M | 2,378,640 | 0.01% | 10q | +35.9%+$32.8M |
| Nuveen, LLC | $116.5M | 2,234,829 | 0.03% | 6q | +76.7%+$50.6M |
| AMERICAN CENTURY COMPANIES INC | $114.6M | 2,196,829 | 0.05% | 10q | +7.4%+$7.9M |
| CITADEL ADVISORS LLC | $112.0M incl. $33.6M options CALL+PUT | 1,504,714 | 0.01% | 10q | +71.5%+$46.7M |
| TD Asset Management Inc | $106.0M | 2,033,013 | 0.09% | 2q | +1.5%+$1.6M |
| MILLENNIUM MANAGEMENT LLC | $103.9M | 1,992,073 | 0.04% | 10q | +2300.7%+$99.6M |
| Hudson Bay Capital Management LP | $99.4M | 1,906,718 | 0.27% | 10q | +59.5%+$37.1M |
| ALLIANCEBERNSTEIN L.P. | $94.6M | 2,005,087 | 0.03% | 9q | -28.4%-$37.4M |
| NORTHERN TRUST CORP | $91.3M | 1,751,187 | 0.01% | 10q | -22.9%-$27.2M |
| ANCHOR CAPITAL ADVISORS LLC | $91.1M | 1,745,988 | 1.28% | 6q | +882.6%+$81.8M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $84.2M | 1,614,014 | 1.17% | 7q | +28.3%+$18.6M |
| TWO SIGMA INVESTMENTS, LP | $79.9M | 1,532,710 | 0.06% | 10q | +20.2%+$13.4M |
| Bank of New York Mellon Corp | $78.0M | 1,495,661 | 0.01% | 9q | -5.4%-$4.4M |
| GRS Advisors, LLC | $73.5M | 1,408,592 | 6.20% | 8q | +38.0%+$20.2M |
| UBS Group AG | $71.1M | 1,363,059 | 0.01% | 10q | +101.9%+$35.9M |
| Bahl & Gaynor LLC | $69.9M | 1,340,954 | 0.32% | 3q | +11.0%+$6.9M |
| VANGUARD FIDUCIARY TRUST CO | $64.1M | 1,229,897 | 0.01% | 2q | +3.8%+$2.4M |
| Land & Buildings Investment Management, LLC | $57.4M | 1,100,637 | 9.84% | 10q | +8.9%+$4.7M |
| HRT FINANCIAL LP | $55.7M | 1,068,817 | 0.10% | new | NEW |
| Aberdeen Group plc | $55.4M | 1,063,137 | 0.08% | 10q | -7.6%-$4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $53.7M | 1,030,254 | 0.01% | 9q | +61444.4%+$53.6M |
| Qube Research & Technologies Ltd | $53.2M | 1,019,930 | 0.05% | 6q | +350.8%+$41.4M |
| GOLDMAN SACHS GROUP INC | $53.1M | 1,017,457 | 0.00% | 9q | -36.5%-$30.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $51.8M | 993,925 | 0.04% | 9q | +954.5%+$46.9M |
| Legal & General Group Plc | $48.5M | 929,847 | 0.01% | 10q | -9.9%-$5.3M |
| Eurizon Capital SGR S.p.A. | $46.5M | 892,612 | 0.12% | 3q | +23.9%+$9.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $45.2M | 865,893 | 0.17% | 3q | +9354.0%+$44.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $43.1M | 826,988 | 0.07% | 6q | +171.4%+$27.2M |
| Russell Investments Group, Ltd. | $42.8M | 821,385 | 0.04% | 10q | -18.5%-$9.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $42.2M | 810,000 | 0.06% | 8q | +102.5%+$21.4M |
| Burkehill Global Management, LP | $41.7M | 800,000 | 1.51% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.1M incl. $558.0K options CALL | 776,485 | 0.00% | 9q | +193.1%+$27.0M |
| JPMORGAN CHASE & CO | $41.0M | 779,243 | 0.00% | 10q | -14.3%-$6.8M |
| Zimmer Partners, LP | $39.9M incl. $10.4M options CALL | 565,372 | 0.92% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $38.2M | 731,929 | 0.05% | 10q | -7.2%-$3.0M |
| LPL Financial LLC | $38.0M | 728,683 | 0.01% | 10q | +6.8%+$2.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $34.3M | 658,162 | 0.05% | 3q | +8.1%+$2.6M |
| Jain Global LLC | $33.5M | 641,955 | 0.13% | new | NEW |
| Verition Fund Management LLC | $32.0M | 613,122 | 0.16% | 5q | +142.5%+$18.8M |
| HSBC HOLDINGS PLC | $31.2M | 598,397 | 0.01% | 8q | +19.4%+$5.1M |
| Freestone Grove Partners LP | $29.4M | 563,277 | 0.19% | 3q | -15.4%-$5.4M |
| Engineers Gate Manager LP | $29.4M | 563,166 | 0.38% | 2q | +683.1%+$25.6M |
| RHUMBLINE ADVISERS | $26.4M | 505,766 | 0.02% | 9q | -7.5%-$2.1M |
| Retirement Systems of Alabama | $25.1M | 481,230 | 0.08% | 2q | +13.6%+$3.0M |
| Cander Asset Management LP | $24.6M | 472,328 | 4.56% | 3q | +64.8%+$9.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $23.9M | 458,273 | 0.42% | 6q | +22.5%+$4.4M |
| APG Asset Management US Inc. | $23.8M | 444,285 | 0.17% | 8q | +7.8%+$1.7M |
| NEUBERGER BERMAN GROUP LLC | $22.9M | 439,424 | 0.02% | 10q | -9.6%-$2.4M |
| SOROS FUND MANAGEMENT LLC | $22.4M | 428,630 | 0.27% | new | NEW |
| CANADA LIFE ASSURANCE Co | $22.3M | 426,963 | 0.04% | 8q | +9.7%+$2.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $22.1M | 426,093 | 0.02% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $22.0M | 422,115 | 0.01% | 10q | +27.7%+$4.8M |
| Point72 Asset Management, L.P. | $21.3M | 408,275 | 0.02% | new | NEW |
| Ghisallo Capital Management LLC | $20.9M | 400,000 | 0.41% | 10q | +166.7%+$13.0M |
| Lighthouse Investment Partners, LLC | $20.2M | 388,079 | 0.55% | 4q | +47.7%+$6.5M |
| Swiss National Bank | $20.1M | 385,000 | 0.01% | 9q | +9.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $19.7M | 395,520 | 0.00% | 9q | +8.8%+$1.6M |
| Squarepoint Ops LLC | $19.5M | 374,801 | 0.02% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $19.4M | 372,300 | 0.26% | 10q | +75.2%+$8.3M |
| FIRST TRUST ADVISORS LP | $18.9M | 362,322 | 0.01% | 8q | -19.1%-$4.5M |
| ROYAL BANK OF CANADA | $18.7M | 358,559 | 0.00% | 10q | +26.1%+$3.9M |
| Hazelview Securities Inc. | $18.6M | 337,855 | 2.58% | 2q | +3161.1%+$18.0M |
| MARSHALL WACE, LLP | $18.5M | 355,049 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $18.4M | 353,124 | 0.00% | 7q | +66.1%+$7.3M |
| WELLS FARGO & COMPANY/MN | $18.2M | 349,595 | 0.00% | 10q | +75.3%+$7.8M |
| Aptus Capital Advisors, LLC | $17.5M | 336,299 | 0.12% | 6q | +2.0%+$344.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $16.4M | 314,031 | 0.04% | 9q | +13.6%+$2.0M |
| Cetera Investment Advisers | $15.6M | 299,347 | 0.01% | 8q | +11.4%+$1.6M |
| Asset Management One Co., Ltd. | $15.2M | 290,897 | 0.04% | 9q | +5.8%+$837.1K |
| T. Rowe Price Investment Management, Inc. | $15.2M | 290,799 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $15.1M | 289,170 | 0.05% | 10q | -17.1%-$3.1M |
| Cambridge Investment Research Advisors, Inc. | $14.8M | 284,385 | 0.02% | 8q | +99.6%+$7.4M |
| Apollo Management Holdings, L.P. | $14.7M | 281,320 | 0.16% | 3q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $14.3M | 273,530 | 0.04% | 8q | +31.1%+$3.4M |
| Sumitomo Mitsui Trust Group, Inc. | $14.0M | 268,232 | 0.01% | 10q | +6.1%+$807.9K |
Showing the largest 100 of 579 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-02 | 2026-09-02 | Directors or officers departed or appointed | filing |
| 2026-08-10 | 2026-08-10 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-26 | PEAY BRIAN | Chief Financial Officer | Sold | 25,000 | $1.3M |
| 2026-06-24 | Foster Mark E. | EVP, GC & Secretary | Sold | 2,500 | $121.5K |
| 2026-09-01 | Foster Mark E. | EVP, GC & Secretary | Sold | 2,000 | $110.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 156 | $469.6M | 9,165,830 | 17 | 61 | 36 | 0.0% |
| Q2 2026 | 579 | $11.8B | 225,735,760 | 93 | 223 | 160 | 0.4% |
| Q1 2026 | 525 | $8.9B | 188,587,176 | 61 | 213 | 141 | 0.0% |
| Q4 2025 | 535 | $8.5B | 179,340,591 | 95 | 172 | 160 | 0.0% |
| Q3 2025 | 452 | $6.4B | 151,604,295 | 78 | 137 | 150 | 0.0% |
| Q2 2025 | 419 | $5.4B | 147,531,368 | 70 | 130 | 161 | 0.0% |
| Q1 2025 | 399 | $4.3B | 140,226,736 | 59 | 118 | 148 | 0.1% |
| Q4 2024 | 394 | $3.8B | 134,442,491 | 60 | 137 | 131 | 0.2% |
| Q3 2024 | 370 | $3.2B | 119,097,151 | 256 | 79 | 29 | 1.6% |
| Q2 2024 | 130 | $1.1B | 74,525,372 | 60 | 38 | 20 | 0.2% |
| Q1 2024 | 104 | $1.0B | 68,632,714 | 103 | 1 | 0 | 0.0% |
| Q4 2023 | 1 | $546.0K | 37,495 | 1 | 0 | 0 | 0.0% |