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 ($5.9m this quarter). Holder counts are more reliable. Shares outstanding: 168.6m as of 2025-08-04, 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 ≈ $36.79. Options: 4 managers hold calls ($635.2k notional), 1 hold puts ($0).
Trends to Q2 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 |
| Q2 2025 | 416 |
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 |
| Q2 2025 | 206 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $51.1m | $907.5k | 0.02 |
| Q4 2024 | $8.5m | $946.4k | 0.11 |
| Q1 2025 | $1.7m | $1.2m | 0.70 |
| Q2 2025 | $635.2k | $0 | 0.00 |
Biggest buyers
| VANGUARD GROUP INC | Added | +4.1m |
| BlackRock, Inc. | Added | +3.0m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +960.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +869.0k |
| FMR LLC | Added | +849.5k |
| Invesco Ltd. | Added | +798.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +779.1k |
| ALLIANCEBERNSTEIN L.P. | Added | +759.5k |
| WESTWOOD HOLDINGS GROUP INC | Added | +568.1k |
Biggest sellers
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -2.6m |
| Brookfield Corp /ON/ | Reduced | -2.1m |
| Alyeska Investment Group, L.P. | Sold out | -1.0m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -986.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -761.9k |
| Hudson Bay Capital Management LP | Reduced | -562.7k |
| MACQUARIE GROUP LTD | Reduced | -558.6k |
| Nuveen, LLC | Reduced | -515.5k |
| DEUTSCHE BANK AG\ | Reduced | -412.1k |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -377.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $363.7k9.9k shares |
| CITADEL ADVISORS LLC | Reduced | $253.5k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 1 | $139.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Oh Stefan K.L. Chief Investment Officer · By IRA | Sold | $139.3k3.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 22.9m $842.0m | Added +4.1m |
| BlackRock, Inc. 0.01% of their portfolio | 17.8m $654.7m | Added +3.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 9.9m $364.5m | Added +960.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.19% of their portfolio | 9.8m $359.6m | Reduced -2.6m |
| STATE STREET CORP 0.01% of their portfolio | 6.9m $255.3m | Added +422.9k |
| Invesco Ltd. 0.04% of their portfolio | 5.8m $213.8m | Added +798.1k |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 5.3m $195.4m | Added +759.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.6m $174.9m | Added +779.1k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.29% of their portfolio | 3.4m $124.8m | Reduced -143.0k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 3.2m $117.2m | Reduced -412.1k |
| FMR LLC 0.01% of their portfolio | 2.8m $104.7m | Added +849.5k |
| PRUDENTIAL FINANCIAL INC 0.13% of their portfolio | 2.7m $100.4m | Added +141.4k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 2.6m $93.9m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.4m $89.4m | Added +198.6k |
| GRS Advisors, LLC 6.46% of their portfolio | 1.8m $67.2m | Added +553.2k |
| Nuveen, LLC 0.02% of their portfolio | 1.7m $63.6m | Reduced -515.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $61.7m | Reduced -16.5k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 1.6m $57.2m | Reduced -23.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.4m $52.7m | Added +360.3k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 1.4m $49.9m | Reduced -558.6k |
| Aberdeen Group plc 0.08% of their portfolio | 1.3m $49.1m | Added +494.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $45.3m | Added +122.0k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio | 1.2m $42.5m | Reduced -123.5k |
| Land & Buildings Investment Management, LLC 7.91% of their portfolio | 1.1m $39.6m | Reduced -67.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 1.1m $39.3m | Added +20.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 984.4k $36.2m | Added +869.0k |
| Legal & General Group Plc 0.01% of their portfolio | 914.4k $33.6m | Added +28.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 893.7k $32.8m | Reduced -89.4k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 859.0k $31.6m | Added +304.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 821.6k $30.2m | Added +322.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 805.8k $29.6m | Added +84.4k |
| LPL Financial LLC 0.01% of their portfolio | 801.9k $29.5m | Added +38.0k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 707.2k $26.0m | Added +43.4k |
| NORGES BANK 0.00% of their portfolio | 688.4k $25.3m | Added +4.4k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 661.4k $24.3m | Added +20.3k |
| WESTWOOD HOLDINGS GROUP INC 0.15% of their portfolio | 582.5k $21.4m | Added +568.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 534.6k $19.6m | Added +505.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 472.9k $17.4m | Added +100.4k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.26% of their portfolio | 471.4k $17.3m | Reduced -986.8k |
| Brookfield Corp /ON/ 0.02% of their portfolio | 456.4k $16.8m | Reduced -2.1m |
| Waterfront Capital Partners, LLC 4.10% of their portfolio | 449.6k $16.5m | Reduced -334.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 449.4k $16.5m | Added +21.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 432.3k $15.9m | Reduced -60.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 421.0k $15.5m | Reduced -20.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 381.9k $14.0m | Added +210.3k |
| Kestra Advisory Services, LLC 0.07% of their portfolio | 379.4k $13.9m | Added +856 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 377.7k $13.9m | Reduced -195.0k |
| Hudson Bay Capital Management LP 0.09% of their portfolio | 375.1k $13.8m | Reduced -562.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 363.6k $13.4m | Added +221.4k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.09% of their portfolio | 359.7k $13.2m | Added +2.4k |
| BARCLAYS PLC 0.01% of their portfolio | 358.1k $13.2m | Added +122.2k |
| CHILTON CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 358.0k $13.2m | Added +93.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 344.7k $12.7m | Added +325.9k |
| Daiwa Securities Group Inc. 0.05% of their portfolio | 341.6k $12.6m | Added +17.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 331.5k $12.2m | Reduced -9.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 318.1k $11.7m | Added +15.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.35% of their portfolio | 308.6k $11.3m | Added +69.9k |
| Swiss National Bank 0.01% of their portfolio | 303.3k $11.1m | Added +6.8k |
| APG Asset Management US Inc. 0.08% of their portfolio | 293.0k $10.6m | Unchanged |
| Aptus Capital Advisors, LLC 0.10% of their portfolio | 284.5k $10.5m | Added +25.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 273.4k $10.0m | Added +23.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 272.9k $10.0m | Reduced -53.9k |
| Ghisallo Capital Management LLC 0.26% of their portfolio | 262.5k $9.6m | Reduced -262.5k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 259.6k $9.5m | Reduced -11.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 257.3k $9.5m | Added +229.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 249.9k $9.2m | Added +30.2k |
| STRS OHIO 0.03% of their portfolio | 236.7k $8.7m | Reduced -167.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 236.1k $8.7m | Added +72.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio | 231.3k $8.5m | Added +16.0k |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 225.9k $8.3m | Reduced -8.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 224.5k $8.2m | Added +9.8k |
| Global IMC LLC 2.11% of their portfolio | 222.0k $8.2m | Reduced -372 |
| OVERSEA-CHINESE BANKING Corp Ltd 0.22% of their portfolio | 209.4k $7.7m | Reduced -2.4k |
| BAMCO INC /NY/ 0.02% of their portfolio | 200.1k $7.4m | Reduced -7.7k |
| UBS Group AG 0.00% of their portfolio | 200.0k $7.3m | Reduced -62.3k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 200.0k $7.3m | Reduced -11.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 192.4k $7.1m | Reduced -32.1k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 184.5k $6.8m | Reduced -24.8k |
| CWM, LLC 0.02% of their portfolio | 180.4k $6.6m | Reduced -1.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 175.4k $6.4m | Reduced -2.7k |
| Cetera Investment Advisers 0.01% of their portfolio | 174.4k $6.4m | Reduced -22.1k |
| Merit Financial Group, LLC 0.07% of their portfolio | 172.8k $6.3m | Reduced -3.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 171.9k $6.3m | Reduced -9.1k |
| CITIGROUP INC 0.00% of their portfolio | 168.4k $6.2m | Added +6.0k |
| ANCHOR CAPITAL ADVISORS LLC 0.18% of their portfolio | 167.1k $6.1m | Reduced -2.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 167.0k $6.1m | Reduced -761.9k |
| Verition Fund Management LLC 0.04% of their portfolio | 165.6k $6.1m | New |
| Governors Lane LP 0.83% of their portfolio | 165.0k $6.1m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 164.2k $6.0m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 162.6k $6.0m | New |
| Hilton Capital Management, LLC 0.46% of their portfolio | 156.6k $5.8m | Reduced -2.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.15% of their portfolio | 156.2k $5.7m | Reduced -115.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 152.1k $5.6m | Added +8.9k |
| Clarion Wealth Managment Partners, LLC 6.04% of their portfolio | 150.0k $5.5m | First filing |
| MARSHALL WACE, LLP 0.01% of their portfolio | 147.8k $5.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 140.8k $5.2m | Added +406 |
| INDEPENDENT FINANCIAL GROUP, LLC 0.14% of their portfolio | 136.3k $5.0m | Reduced -51.3k |
| Employees Retirement System of Texas 0.04% of their portfolio | 135.6k $5.0m | Reduced -16.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 132.1k $4.9m | Reduced -13.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 119.8k $4.4m | Reduced -29.8k |