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 31 Dec 2025
Q4 2025
Total 13F shares
178,442,561
Total reported value
$8,412,472,594
% of total 13F portfolios
0.01%
Share change
+26,014,621
Value change
+$1,234,796,915
Number of holders
523
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 31 Dec 2025, 523 institutional investors reported holding 178,442,561 shares of American Healthcare REIT, Inc. - Common Stock (AHR). This represents 96% 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 70% 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% 24,974,195 +6.1% 0.02% $1,175,285,618
BlackRock, Inc. 11% 20,136,259 +9% 0.02% $947,612,348
WELLINGTON MANAGEMENT GROUP LLP 4.3% 7,922,818 -8.5% 0.07% $372,847,814
PRINCIPAL FINANCIAL GROUP INC 3.9% 7,194,467 -19% 0.17% $338,571,785
STATE STREET CORP 3.8% 7,085,670 +3% 0.01% $335,173,799
ROYAL BANK OF CANADA 3.3% 6,161,549 +2984% 0.05% $289,962,000
Invesco Ltd. 3% 5,531,582 +3.3% 0.04% $260,316,251
GEODE CAPITAL MANAGEMENT, LLC 2.9% 5,364,642 +10% 0.02% $262,837,288
FMR LLC 2.8% 5,269,584 +48% 0.01% $247,986,620
ALLIANCEBERNSTEIN L.P. 1.9% 3,518,146 -28% 0.05% $165,563,951
PRUDENTIAL FINANCIAL INC 1.9% 3,448,572 -15% 0.2% $162,289,798
WCM INVESTMENT MANAGEMENT, LLC 1.8% 3,408,275 0.34% $162,711,049
CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.6% 3,021,872 -2.6% 1.4% $142,209,296
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.6% 2,930,019 +10% 0.02% $137,886,694
AMERICAN CENTURY COMPANIES INC 1.4% 2,681,001 -5.6% 0.06% $126,168,023
NORGES BANK 1.4% 2,558,500 0.01% $120,403,010
FEDERATED HERMES, INC. 1.4% 2,557,850 +130% 0.2% $120,372,404
BANK OF AMERICA CORP /DE/ 1.4% 2,525,991 +19% 0.01% $118,873,152
Qube Research & Technologies Ltd 1.3% 2,376,873 +73% 0.16% $111,855,643
DEUTSCHE BANK AG\ 1.3% 2,360,769 -0.66% 0.04% $111,097,789
Balyasny Asset Management L.P. 1.2% 2,153,129 +354% 0.19% $101,326,251
DIMENSIONAL FUND ADVISORS LP 1.1% 2,016,074 +38% 0.02% $94,880,285
Nuveen, LLC 1% 1,899,549 +19% 0.02% $89,392,776
MORGAN STANLEY 0.97% 1,810,013 +40% 0.01% $85,179,293
NORTHERN TRUST CORP 0.89% 1,650,679 -0.44% 0.01% $77,680,953

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 178,442,561 $8,412,472,594 +$1,234,796,915 $47.06 523
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