American Healthcare REIT, Inc. — Institutional Ownership
Which tracked institutions hold AHR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
42
Funds holding
$3748043664
Total value held
Buying
31 added/new · 11 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1347866163 | 25845948 | -2895146 | -10.07% |
| 2 | State Street Corp | $473965152 | 9046025 | -499019 | -5.23% |
| 3 | Principal Financial Group Inc | $465072249 | 8917875 | +1494669 | +20.14% |
| 4 | Invesco Ltd. | $274552365 | 5264667 | +5264667 | NEW BUY |
| 5 | Bank Of America Corp /De/ | $236341625 | 4531958 | +1295366 | +40.02% |
| 6 | Prudential Financial Inc | $189858490 | 3640623 | +122266 | +3.48% |
| 7 | Federated Hermes, Inc. | $170859251 | 3276304 | +3276304 | NEW BUY |
| 8 | Morgan Stanley | $124046211 | 2378640 | +628897 | +35.94% |
| 9 | Northern Trust Corp | $91324401 | 1751187 | -521030 | -22.93% |
| 10 | Bank Of New York Mellon Corp | $77998716 | 1495661 | -85259 | -5.39% |
| 11 | Ubs Group Ag | $71083527 | 1363059 | +1363059 | NEW BUY |
| 12 | Goldman Sachs Group Inc | $53060378 | 1017457 | -584843 | -36.50% |
| 13 | Jpmorgan Chase & Co | $40982500 | 779243 | -129787 | -14.28% |
| 14 | Ameriprise Financial Inc | $19702504 | 395520 | +395520 | NEW BUY |
| 15 | Royal Bank Of Canada | $18699000 | 358559 | +74106 | +26.05% |
| 16 | Raymond James Financial Inc | $18415416 | 353124 | +140534 | +66.11% |
| 17 | Wells Fargo & Company/Mn | $18231397 | 349595 | +150206 | +75.33% |
| 18 | Sei Investments Co | $12796001 | 245369 | +50138 | +25.68% |
| 19 | Barclays Plc | $8897467 | 170613 | +29321 | +20.75% |
| 20 | Citigroup Inc | $8288095 | 158928 | -50575 | -24.14% |
| 21 | Franklin Resources Inc | $6126216 | 117473 | -41844 | -26.26% |
| 22 | Digitalbridge Group, Inc. | $4067699 | 78000 | +78000 | NEW BUY |
| 23 | Janus Henderson Group Plc | $3830421 | 81196 | +81196 | NEW BUY |
| 24 | Truist Financial Corp | $2134816 | 40936 | +6909 | +20.30% |
| 25 | Blackstone Inc. | $2061646 | 39533 | +39533 | NEW BUY |
| 26 | Allstate Corp | $1303229 | 24990 | +14887 | +147.35% |
| 27 | M&T Bank Corp | $1163960 | 22317 | +4463 | +25.00% |
| 28 | Stifel Financial Corp | $1128428 | 21638 | +21638 | NEW BUY |
| 29 | Bank Of Montreal /Can/ | $740269 | 14195 | +306 | +2.20% |
| 30 | Us Bancorp \De\ | $517745 | 9928 | +648 | +6.98% |
| 31 | Jefferies Financial Group Inc. | $502362 | 9633 | +9633 | NEW BUY |
| 32 | Pnc Financial Services Group, Inc. | $400640 | 7682 | +2170 | +39.37% |
| 33 | Brookfield Corp /On/ | $399156 | 7654 | -219229 | -96.63% |
| 34 | Pinnacle Financial Partners, Inc. | $365560 | 7009 | -203 | -2.81% |
| 35 | Equitable Holdings, Inc. | $325325 | 6238 | -1005 | -13.88% |
| 36 | Nicolet Bankshares Inc | $281046 | 5221 | +635 | +13.85% |
| 37 | Cohen & Steers, Inc. | $221236 | 4242293 | +4242293 | NEW BUY |
| 38 | Marex Group Ltd | $218456 | 4189 | +4189 | NEW BUY |
| 39 | Fifth Third Bancorp | $131992 | 2531 | +5 | +0.20% |
| 40 | Prosperity Bancshares Inc | $54966 | 1054 | +1054 | NEW BUY |
| 41 | Itau Unibanco Holding S.A. | $20704 | 397 | +397 | NEW BUY |
| 42 | Zions Bancorporation, National Association /Ut/ | $6884 | 132 | +132 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.