AMERICAN HEALTHCARE REIT INC AHR
COM SHS · REIT · CUSIP 398182303
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersIrvine, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($629.4k this quarter). Holder counts are more reliable. Shares outstanding: 159.5m as of 2025-05-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $30.31. Options: 5 managers hold calls ($1.7m notional), 3 hold puts ($1.2m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 1 |
| Q1 2024 | 104 |
| Q2 2024 | 130 |
| Q3 2024 | 369 |
| Q4 2024 | 391 |
| Q1 2025 | 398 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 102 | 0 |
| Q2 2024 | 99 | 57 |
| Q3 2024 | 330 | 43 |
| Q4 2024 | 199 | 180 |
| Q1 2025 | 182 | 202 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $2.3m | $7.3k | 0.00 |
| Q3 2024 | $51.1m | $907.5k | 0.02 |
| Q4 2024 | $8.5m | $946.4k | 0.11 |
| Q1 2025 | $1.7m | $1.2m | 0.70 |
Biggest buyers
| Invesco Ltd. | Added | +4.7m |
| ALLIANCEBERNSTEIN L.P. | Added | +3.5m |
| VANGUARD GROUP INC | Added | +3.4m |
| Brookfield Corp /ON/ | Added | +1.6m |
| Qube Research & Technologies Ltd | New | +554.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New | +441.7k |
| JUPITER ASSET MANAGEMENT LTD | New | +377.3k |
| Alyeska Investment Group, L.P. | Added | +310.7k |
| Eisler Capital Management Ltd. | New | +309.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Added | +267.5k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.3m |
| PRUDENTIAL FINANCIAL INC | Reduced | -929.9k |
| JPMORGAN CHASE & CO | Reduced | -908.2k |
| UBS Group AG | Reduced | -815.9k |
| Zimmer Partners, LP | Sold out | -794.2k |
| DEUTSCHE BANK AG\ | Reduced | -708.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -636.7k |
| GRS Advisors, LLC | Reduced | -469.1k |
| Lighthouse Investment Partners, LLC | Sold out | -425.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0m33.6k shares |
| CITADEL ADVISORS LLC | Reduced | $260.6k8.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $255.6k8.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $127.0k4.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m38.0k shares |
| GROUP ONE TRADING LLC | Unchanged | $6.1k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.7 pts · filed 2026-07-27 | 11.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 8.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: STATE STREET CORP (4.3%, 2026-08-07), ROYAL BANK OF CANADA (3.2%, 2026-04-23), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (4.3%, 2026-02-10), PRINCIPAL REAL ESTATE INVESTORS LLC (3.4%, 2026-02-06)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 2 | $1,000.0k | 0 | — | — |
| Q2 2024 | 1 | $355.0k | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $16 | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 18.8m $569.5m | Added +3.4m |
| BlackRock, Inc. 0.01% of their portfolio | 14.8m $449.8m | Reduced -271.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.21% of their portfolio | 12.4m $374.9m | Added +134.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 9.0m $271.5m | Reduced -1.3m |
| STATE STREET CORP 0.01% of their portfolio | 6.5m $197.9m | Added +126.4k |
| Invesco Ltd. 0.03% of their portfolio | 5.0m $152.2m | Added +4.7m |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 4.6m $138.1m | Added +3.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.8m $115.2m | Added +100.0k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 3.6m $109.1m | Reduced -708.5k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.11% of their portfolio | 3.5m $107.2m | Reduced -260.1k |
| PRUDENTIAL FINANCIAL INC 0.11% of their portfolio | 2.6m $78.5m | Reduced -929.9k |
| Brookfield Corp /ON/ 0.07% of their portfolio | 2.5m $77.0m | Added +1.6m |
| Nuveen, LLC 0.02% of their portfolio | 2.2m $68.1m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.2m $67.7m | Added +89.9k |
| FMR LLC 0.00% of their portfolio | 2.0m $60.6m | Reduced -291.4k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 1.9m $58.1m | Reduced -105.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $51.4m | Reduced -36.8k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 1.6m $47.9m | Added +95.2k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.68% of their portfolio | 1.5m $44.2m | Added +267.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio | 1.3m $38.8m | Reduced -79.4k |
| GRS Advisors, LLC 4.02% of their portfolio | 1.3m $38.6m | Reduced -469.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.3m $38.0m | Reduced -1.3m |
| Land & Buildings Investment Management, LLC 7.35% of their portfolio | 1.1m $34.8m | Reduced -412.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $33.7m | Added +45.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $32.6m | Reduced -2.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.06% of their portfolio | 1.1m $31.8m | Added +125.0k |
| Alyeska Investment Group, L.P. 0.12% of their portfolio | 1.0m $31.2m | Added +310.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 983.0k $29.8m | Reduced -320.8k |
| Hudson Bay Capital Management LP 0.18% of their portfolio | 937.8k $28.4m | Reduced -119.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 928.9k $28.1m | Added +161.5k |
| Legal & General Group Plc 0.01% of their portfolio | 885.9k $26.8m | Added +28.0k |
| Aberdeen Group plc 0.05% of their portfolio | 843.4k $25.6m | Reduced -187.9k |
| Waterfront Capital Partners, LLC 4.07% of their portfolio | 783.6k $23.7m | Added +253.5k |
| LPL Financial LLC 0.01% of their portfolio | 763.9k $23.1m | Reduced -86.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 721.4k $21.9m | Reduced -7.4k |
| NORGES BANK 0.00% of their portfolio | 684.0k $20.7m | Added +3.5k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 663.8k $20.1m | Added +19.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 641.1k $19.4m | Added +7.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 572.7k $17.4m | Reduced -636.7k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 554.5k $16.8m | New |
| Ghisallo Capital Management LLC 1.38% of their portfolio | 525.0k $15.9m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 499.1k $15.1m | Added +170.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 492.4k $14.9m | Reduced -155.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 441.7k $13.4m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 428.0k $13.0m | Reduced -908.2k |
| STRS OHIO 0.05% of their portfolio | 404.0k $12.2m | Added +128.0k |
| Kestra Advisory Services, LLC 0.06% of their portfolio | 378.6k $11.5m | Reduced -201.0k |
| JUPITER ASSET MANAGEMENT LTD 0.11% of their portfolio | 377.3k $11.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 372.5k $11.3m | Reduced -207.3k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% of their portfolio | 357.3k $10.8m | First filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 341.0k $10.3m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 326.7k $9.9m | Reduced -1.3k |
| Daiwa Securities Group Inc. 0.04% of their portfolio | 323.8k $9.8m | Reduced -10.9k |
| Eisler Capital Management Ltd. 0.28% of their portfolio | 309.3k $9.4m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 302.8k $9.2m | Reduced -17.3k |
| Swiss National Bank 0.01% of their portfolio | 296.5k $9.0m | Reduced -2.0k |
| APG Asset Management US Inc. 0.07% of their portfolio | 293.0k $9.0m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.14% of their portfolio | 271.6k $8.2m | Unchanged |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 270.7k $8.2m | Reduced -54.4k |
| CHILTON CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 264.3k $8.1m | Reduced -32.5k |
| UBS Group AG 0.00% of their portfolio | 262.3k $7.9m | Reduced -815.9k |
| Aptus Capital Advisors, LLC 0.09% of their portfolio | 259.4k $7.9m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 250.0k $7.6m | Reduced -6.3k |
| EASTERLY INVESTMENT PARTNERS LLC 0.63% of their portfolio | 249.7k $7.6m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.25% of their portfolio | 238.7k $7.2m | Reduced -53.6k |
| BARCLAYS PLC 0.00% of their portfolio | 235.9k $7.1m | Reduced -89.3k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 234.5k $7.1m | Added +2.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 224.5k $6.8m | Reduced -177.5k |
| Global IMC LLC 1.83% of their portfolio | 222.4k $6.7m | Reduced -26.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 219.7k $6.7m | Added +25.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 215.4k $6.5m | Reduced -1.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 214.7k $6.5m | Added +5.8k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.19% of their portfolio | 211.8k $6.4m | Reduced -26.8k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 211.7k $6.4m | Reduced -5.0k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 209.3k $6.3m | Reduced -22.1k |
| BAMCO INC /NY/ 0.02% of their portfolio | 207.9k $6.3m | Added +18.9k |
| Cetera Investment Advisers 0.01% of their portfolio | 196.5k $6.0m | Reduced -1.6k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.20% of their portfolio | 187.6k $5.7m | Added +35.9k |
| CWM, LLC 0.02% of their portfolio | 181.5k $5.5m | Reduced -31.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 181.0k $5.5m | Added +1.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 178.1k $5.4m | Added +2.0k |
| Merit Financial Group, LLC 0.08% of their portfolio | 175.8k $5.3m | Reduced -8.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 171.7k $5.2m | Reduced -1.6k |
| ANCHOR CAPITAL ADVISORS LLC 0.15% of their portfolio | 169.5k $5.1m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 169.0k $5.1m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 163.6k $5.0m | Reduced -16.2k |
| CITIGROUP INC 0.00% of their portfolio | 162.4k $4.9m | Added +30.8k |
| Hilton Capital Management, LLC 0.41% of their portfolio | 159.0k $4.8m | Added +2.3k |
| Employees Retirement System of Texas 0.04% of their portfolio | 152.5k $4.6m | Added +17.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 149.5k $4.5m | Added +38.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 145.9k $4.4m | Added +49.9k |
| EverSource Wealth Advisors, LLC 0.24% of their portfolio | 145.5k $4.4m | Reduced -3.6k |
| Greenland Capital Management LP 0.75% of their portfolio | 145.0k $4.4m | Added +65.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 143.2k $4.3m | Added +17.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 142.2k $4.3m | Added +41.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 140.4k $4.3m | Reduced -1.6k |
| OneDigital Investment Advisors LLC 0.05% of their portfolio | 128.6k $3.9m | Reduced -35.8k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 123.0k $3.7m | Reduced -8.3k |
| Informed Momentum Co LLC 0.62% of their portfolio | 118.7k $3.6m | Reduced -495 |
| HighTower Advisors, LLC 0.00% of their portfolio | 118.2k $3.6m | Added +48.2k |