American Healthcare REIT, Inc. (AHR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

247,800,000Shares Outstanding

811,852Shares held by institutions

$43,028,156Value of institutional holdings

69.12%Institutional ownership %

20.41%Shares Changed QoQ

505No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 505 institutional investors hold a position in American Healthcare REIT, Inc. (NYSE:AHR).

The percentage of American Healthcare REIT owned by institutions changed from 60.9% in September 2025 to 69.1% in December 2025, marking a slight up trend.
The company experienced a 20.41% quarterly change in institutional shares held, alongside an increase of 31.51% in total owners annually.
Of these 505 institutional investors, 288 increased their holdings in American Healthcare REIT, while 155 of them reduced positions, and 62 investors maintained their exposure.
The aggregate institutional position in American Healthcare REIT now stands at 171.27Mn shares as of December 2025, after investors increased their holdings (up by 29.03Mn shares quarter on quarter which is up 37.65Mn shares year over year).
With 24.97Mn shares, VANGUARD GROUP INC commands the largest institutional position in American Healthcare REIT as of December 31, 2025, equating to 10.08% of the company.
Among the most significant buyers of American Healthcare REIT during December 2025 were ROYAL BANK OF CANADA (5.96Mn), WCM INVESTMENT MANAGEMENT, LLC (3.41Mn), NORGES BANK (2.56Mn), FMR LLC (1.72Mn), BALYASNY ASSET MANAGEMENT L.P. (1.68Mn).
Leading sellers of American Healthcare REIT stock in December 2025 included PRINCIPAL FINANCIAL GROUP INC (1.74Mn), ALLIANCEBERNSTEIN L.P. (1.34Mn), MACQUARIE GROUP LTD (862.52K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (841.19K), WELLINGTON MANAGEMENT GROUP LLP (735.79K).
The top 10 institutional holders of American Healthcare REIT for the quarter ending December 2025 included VANGUARD GROUP INC (24.97Mn), BlackRock, Inc. (20.14Mn), WELLINGTON MANAGEMENT GROUP LLP (7.92Mn), PRINCIPAL FINANCIAL GROUP INC (7.19Mn), STATE STREET CORP (7.09Mn), ROYAL BANK OF CANADA (6.16Mn), GEODE CAPITAL MANAGEMENT, LLC (5.36Mn), FMR LLC (5.27Mn), ALLIANCEBERNSTEIN L.P. (3.52Mn), PRUDENTIAL FINANCIAL INC (3.45Mn).

505 Institutional Holders

811,852 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	24,974,195	1,444,456	6.14%	$1,175,285,618.00
BlackRock, Inc.	31 Dec, 2025	20,136,259	1,662,474	9.00%	$947,612,348.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	7,922,818	-735,792	-8.50%	$372,847,814.00
PRINCIPAL FINANCIAL GROUP INC	31 Dec, 2025	7,194,467	-1,736,874	-19.45%	$338,571,785.00
STATE STREET CORP	31 Dec, 2025	7,085,670	208,623	3.03%	$335,173,799.00
ROYAL BANK OF CANADA	31 Dec, 2025	6,161,549	5,961,767	2,984.14%	$289,962,000.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,364,642	492,805	10.12%	$262,837,288.00
FMR LLC	31 Dec, 2025	5,269,584	1,715,105	48.25%	$247,986,620.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	3,518,146	-1,341,287	-27.60%	$165,563,951.00
PRUDENTIAL FINANCIAL INC	31 Dec, 2025	3,448,572	-620,268	-15.24%	$162,289,798.00
WCM INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	3,408,275	3,408,275	0.00%	$162,711,049.00
CENTERSQUARE INVESTMENT MANAGEMENT LLC	31 Dec, 2025	3,021,872	-80,971	-2.61%	$142,209,296.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	2,930,019	276,413	10.42%	$137,886,694.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	2,681,001	-157,691	-5.56%	$126,168,023.00
NORGES BANK	31 Dec, 2025	2,558,500	2,558,500	0.00%	$120,403,010.00
FEDERATED HERMES, INC.	31 Dec, 2025	2,557,850	1,445,987	130.05%	$120,372,404.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	2,525,991	399,142	18.77%	$118,873,152.00
Qube Research & Technologies Ltd	31 Dec, 2025	2,376,873	999,176	72.53%	$111,855,643.00
DEUTSCHE BANK AG\	31 Dec, 2025	2,360,769	-15,777	-0.66%	$111,097,789.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	2,153,129	1,678,850	353.98%	$101,326,251.00

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