| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 14% | +20% | $842,004,748 | +$151,469,394 | 22,917,930 | +22% | The Vanguard Group | 30 Jun 2025 |
| BlackRock, Inc. | 9.9% | $470,245,258 | 15,115,566 | BlackRock, Inc. | 31 Dec 2024 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5.1% | -23% | $363,748,206 | -$65,734,181 | 8,658,610 | -15% | Wellington Management Group LLP | 30 Sep 2025 |
| PRINCIPAL REAL ESTATE INVESTORS LLC | 5.3% | -30% | $311,716,570 | -$122,089,616 | 8,505,227 | -28% | PRINCIPAL REAL ESTATE INVESTORS, LLC | 30 Jun 2025 |
| MILLENNIUM MANAGEMENT LLC | 0.8% | $37,625,181 | 1,209,424 | Millennium Management LLC | 31 Dec 2024 |
As of 30 Sep 2025, 441 institutional investors reported holding 150,902,351 shares of American Healthcare REIT, Inc. - Common Stock (AHR). This represents 89% of the company’s total 169,776,667 outstanding shares.
The largest institutional shareholders of American Healthcare REIT, Inc. - Common Stock (AHR) together control 68% 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 | 14% | 23,529,739 | +2.7% | 0.01% | $988,484,336 |
| BlackRock, Inc. | 11% | 18,473,785 | +3.7% | 0.01% | $776,083,708 |
| PRINCIPAL FINANCIAL GROUP INC | 5.3% | 8,931,341 | -8.8% | 0.19% | $375,205,640 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.1% | 8,658,610 | -13% | 0.06% | $363,748,206 |
| STATE STREET CORP | 4.1% | 6,877,047 | -0.38% | 0.01% | $290,586,476 |
| Invesco Ltd. | 3.2% | 5,354,549 | -8% | 0.04% | $224,944,602 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 4,871,837 | +6.4% | 0.01% | $214,569,849 |
| ALLIANCEBERNSTEIN L.P. | 2.9% | 4,859,433 | -8.6% | 0.06% | $204,144,780 |
| PRUDENTIAL FINANCIAL INC | 2.4% | 4,068,840 | +49% | 0.2% | $170,931,969 |
| FMR LLC | 2.1% | 3,554,479 | +25% | 0.01% | $149,323,654 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.8% | 3,102,843 | -8.6% | 1.3% | $130,350,435 |
| AMERICAN CENTURY COMPANIES INC | 1.7% | 2,838,692 | +11% | 0.06% | $119,253,530 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6% | 2,653,606 | +9% | 0.02% | $111,477,988 |
| DEUTSCHE BANK AG\ | 1.4% | 2,376,546 | -26% | 0.03% | $99,838,697 |
| BANK OF AMERICA CORP /DE/ | 1.3% | 2,126,849 | +48% | 0.01% | $89,348,917 |
| NORTHERN TRUST CORP | 0.98% | 1,658,029 | -1.3% | 0.01% | $69,653,798 |
| Nuveen, LLC | 0.94% | 1,599,349 | -7.7% | 0.02% | $67,188,652 |
| GRS Advisors, LLC | 0.87% | 1,480,722 | -19% | 5.8% | $62,205,131 |
| DIMENSIONAL FUND ADVISORS LP | 0.86% | 1,459,471 | +173% | 0.01% | $61,311,134 |
| Qube Research & Technologies Ltd | 0.81% | 1,377,697 | +60% | 0.08% | $57,877,051 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.77% | 1,314,139 | +179% | 0.79% | $55,206,979 |
| Russell Investments Group, Ltd. | 0.77% | 1,309,867 | -16% | 0.06% | $55,027,589 |
| MORGAN STANLEY | 0.76% | 1,296,637 | +5.1% | 0% | $54,471,771 |
| Land & Buildings Investment Management, LLC | 0.68% | 1,151,953 | +6.7% | 8.9% | $48,393,546 |
| Bank of New York Mellon Corp | 0.67% | 1,133,331 | +41% | 0.01% | $47,611,244 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,880,772 | $88,486,066 | +$14,571,077 | $47.06 | 47 |
| 2025 Q3 | 150,902,351 | $6,350,972,511 | +$166,675,764 | $42.01 | 441 |
| 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 |