American Healthcare REIT, Inc. - Common Stock (AHR) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
AHR on NYSE
Shares outstanding
186,300,040
Price per share
$47.24
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
150,907,057
Total reported value
$6,351,134,010
% of total 13F portfolios
0.01%
Share change
+3,739,943
Value change
+$166,745,795
Number of holders
444
Price from insider filings
$47.24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of American Healthcare REIT, Inc. - Common Stock (AHR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% +33% $1,158,108,905 +$446,770,369 24,609,199 +63% BlackRock, Inc. 31 Jan 2026
VANGUARD GROUP INC 14% +20% $842,004,748 +$151,469,394 22,917,930 +22% The Vanguard Group 30 Jun 2025
ROYAL BANK OF CANADA 5% $440,040,694 9,315,002 Royal Bank of Canada 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 4.3% -16% $374,273,922 -$34,758,814 7,922,818 -8.5% Wellington Management Group LLP 31 Dec 2025
PRINCIPAL REAL ESTATE INVESTORS LLC 3.4% -38% $296,138,368 -$104,117,615 6,292,783 -26% PRINCIPAL REAL ESTATE INVESTORS, LLC 31 Dec 2025
MILLENNIUM MANAGEMENT LLC 0.8% $37,625,181 1,209,424 Millennium Management LLC 31 Dec 2024

As of 30 Sep 2025, 444 institutional investors reported holding 150,907,057 shares of American Healthcare REIT, Inc. - Common Stock (AHR). This represents 81% of the company’s total 186,300,040 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of American Healthcare REIT, Inc. - Common Stock (AHR) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 23,529,739 +2.7% 0.01% $988,484,336
BlackRock, Inc. 9.9% 18,473,785 +3.7% 0.01% $776,083,708
PRINCIPAL FINANCIAL GROUP INC 4.8% 8,931,341 -8.8% 0.19% $375,205,640
WELLINGTON MANAGEMENT GROUP LLP 4.6% 8,658,610 -13% 0.06% $363,748,206
STATE STREET CORP 3.7% 6,877,047 -0.38% 0.01% $290,586,476
Invesco Ltd. 2.9% 5,354,549 -8% 0.04% $224,944,602
GEODE CAPITAL MANAGEMENT, LLC 2.6% 4,871,837 +6.4% 0.01% $214,569,849
ALLIANCEBERNSTEIN L.P. 2.6% 4,859,433 -8.6% 0.06% $204,144,780
PRUDENTIAL FINANCIAL INC 2.2% 4,068,840 +49% 0.2% $170,931,969
FMR LLC 1.9% 3,554,479 +25% 0.01% $149,323,654
CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.7% 3,102,843 -8.6% 1.3% $130,350,435
AMERICAN CENTURY COMPANIES INC 1.5% 2,838,692 +11% 0.06% $119,253,530
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 2,653,606 +9% 0.02% $111,477,988
DEUTSCHE BANK AG\ 1.3% 2,376,546 -26% 0.03% $99,838,697
BANK OF AMERICA CORP /DE/ 1.1% 2,126,849 +48% 0.01% $89,348,917
NORTHERN TRUST CORP 0.89% 1,658,029 -1.3% 0.01% $69,653,798
Nuveen, LLC 0.86% 1,599,349 -7.7% 0.02% $67,188,652
GRS Advisors, LLC 0.79% 1,480,722 -19% 5.8% $62,205,131
DIMENSIONAL FUND ADVISORS LP 0.78% 1,459,471 +173% 0.01% $61,311,134
Qube Research & Technologies Ltd 0.74% 1,377,697 +60% 0.08% $57,877,051
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.71% 1,314,139 +179% 0.79% $55,206,979
Russell Investments Group, Ltd. 0.7% 1,309,867 -16% 0.06% $55,027,589
MORGAN STANLEY 0.7% 1,296,637 +5.1% 0% $54,471,771
Land & Buildings Investment Management, LLC 0.62% 1,151,953 +6.7% 8.9% $48,393,546
Bank of New York Mellon Corp 0.61% 1,133,331 +41% 0.01% $47,611,244

Institutional Holders of American Healthcare REIT, Inc. - Common Stock (AHR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 123,577,213 $5,830,497,122 +$597,544,863 $47.06 412
2025 Q3 150,907,057 $6,351,134,010 +$166,745,795 $42.01 444
2025 Q2 147,144,671 $5,414,503,376 +$366,289,273 $36.74 411
2025 Q1 137,519,564 $4,168,876,624 +$106,534,531 $30.30 391
2024 Q4 133,739,232 $3,802,402,031 +$450,391,699 $28.42 387
2024 Q3 117,585,190 $3,068,997,652 +$1,118,938,987 $26.10 365
2024 Q2 73,493,790 $1,074,867,318 +$68,870,599 $14.61 127
2024 Q1 67,990,945 $998,431,911 +$997,903,672 $14.75 103
2023 Q4 37,495 $546,000 $14.56 1