Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AHR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28.7M | $1.36B | +42.7% | 14.913% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.1M | $760.4M | — | 8.367% | 0.04% |
| 3 | STATE STREET CORP | 9.5M | $452.5M | +34.7% | 4.953% | 0.02% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 8.3M | $390.7M | +4.6% | 4.298% | 0.07% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.2M | $386.6M | — | 4.254% | 0.01% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 7.4M | $350.1M | +3.2% | 3.852% | 0.19% |
| 7 | Invesco Ltd. | 6.8M | $319.7M | +22.6% | 3.517% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 6.2M | $304.9M | +15.4% | 3.212% | 0.02% |
| 9 | FMR LLC | 5.1M | $238.8M | -3.9% | 2.628% | 0.01% |
| 10 | PRUDENTIAL FINANCIAL INC | 3.5M | $165.9M | +2.0% | 1.826% | 0.20% |
| 11 | WCM INVESTMENT MANAGEMENT, LLC | 3.4M | $160.7M | +0.5% | 1.777% | 0.37% |
| 12 | FEDERATED HERMES, INC. | 3.3M | $155.9M | +29.3% | 1.716% | 0.25% |
| 13 | BANK OF AMERICA CORP /DE/ | 3.2M | $152.6M | +28.1% | 1.679% | 0.01% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.0M | $140.6M | +1.8% | 1.547% | 0.02% |
| 15 | ALLIANCEBERNSTEIN L.P. | 2.8M | $131.7M | -20.4% | 1.452% | 0.04% |
| 16 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.8M | $131.2M | -8.0% | 1.443% | 1.36% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $126.5M | +33.1% | 1.392% | 0.03% |
| 18 | NORTHERN TRUST CORP | 2.3M | $107.2M | +37.6% | 1.179% | 0.01% |
| 19 | CANADA PENSION PLAN INVESTMENT BOARD | 2.3M | $106.2M | — | 1.168% | 0.07% |
| 20 | AMERICAN CENTURY COMPANIES INC | 2.0M | $96.5M | -23.7% | 1.062% | 0.05% |
| 21 | TD ASSET MANAGEMENT INC | 2.0M | $94.4M | — | 1.039% | 0.08% |
| 22 | MORGAN STANLEY | 1.7M | $82.5M | -3.3% | 0.908% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 1.6M | $75.6M | +77.0% | 0.831% | 0.01% |
| 24 | Bank of New York Mellon Corp | 1.6M | $74.6M | +48.0% | 0.820% | 0.01% |
| 25 | DEUTSCHE BANK AG\ | 1.6M | $73.7M | -33.8% | 0.811% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AHR — a direct measure of their conviction.
Filings activity in AHR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 513 | 2.7% | 96.30% | +4.77 pp | $8.69B | +5.2% |
| Q4 2025 | 527 | +20% | 91.53% | +22.90 pp | $8.26B | +33% |
| Q3 2025 | 441 | +6.5% | 68.63% | +10.58 pp | $6.19B | +18% |
| Q2 2025 | 414 | +5.6% | 58.05% | +13.08 pp | $5.24B | +29% |
| Q1 2025 | 392 | +4.5% | 44.97% | +4.11 pp | $4.06B | +10% |
| Q4 2024 | 375 | +5.0% | 40.86% | +7.82 pp | $3.69B | +24% |
| Q3 2024 | 357 | +186% | 33.04% | +21.46 pp | $2.98B | +185% |
| Q2 2024 | 125 | — | 11.58% | — | $1.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AHR stock.
Based on Q1 2026 13F filings, institutional ownership of American Healthcare REIT, Inc. stands at 96.3%, held across 513 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AHR, with approximately 28,741,094 shares worth $1.36B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AHR.
Our composite Smart Money Score for AHR is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
75 institutions opened new positions in AHR during Q1 2026, while 89 fully exited. 296 added to existing positions and 139 trimmed.
AHR institutional ownership rose by 4.77 percentage points quarter-over-quarter, with a net change of -14 holders.
The top 10 institutions account for 54.4% of all reported 13F value in AHR, and the top 25 account for 74.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
American Healthcare REIT, Inc. (AHR) Institutional Ownership