AHR AMERICAN HEALTHCARE REIT IN
COMMON
CUSIP: 398182303
FIGI: BBG01L820CZ4
Institutional Holders536
Total Institutional Value$8,259,786,277
Total Shares Held178,473,987
Avg Position$15,410,049
Top 5 Holders %38.4%
Alpha-Weighted Score65.4
New Positions+91
Exited Positions-32
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | High Conviction | Market Mover | $1,175,285,618 (14.2%) | 24,974,195 | 18.9% |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $947,612,348 (11.5%) | 20,136,259 | 22.1% |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $372,847,814 (4.5%) | 7,922,818 | 2.5% |
| PRINCIPAL FINANCIAL GROUP INC | High Conviction | Market Mover | $338,571,785 (4.1%) | 7,194,467 | -9.8% |
| STATE STREET CORP | High Conviction | Market Mover | $335,173,799 (4.1%) | 7,085,670 | 15.3% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $289,962,000 (3.5%) | 6,161,549 | 1,306.8% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $262,837,288 (3.2%) | 5,364,642 | 22.5% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $260,316,251 (3.2%) | 5,531,582 | 15.7% |
| FMR LLC | High Conviction | Market Mover | $247,986,620 (3.0%) | 5,269,584 | 66.1% |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $165,563,951 (2.0%) | 3,518,146 | -18.9% |
| WCM INVESTMENT MANAGEMENT/CA | High Conviction | Moderate Flow | $162,711,049 (2.0%) | 3,408,275 | NEW |
| PRUDENTIAL FINANCIAL INC | High Conviction | Significant Flow | $162,289,798 (2.0%) | 3,448,572 | -5.1% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | High Conviction | Moderate Flow | $142,209,296 (1.7%) | 3,021,872 | 9.1% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $137,886,694 (1.7%) | 2,930,019 | -23.1% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $126,168,023 (1.5%) | 2,681,001 | 5.8% |
| NORGES BANK | High Conviction | Market Mover | $120,403,010 (1.5%) | 2,558,500 | 577.9% |
| FEDERATED HERMES, INC. | High Conviction | Significant Flow | $120,372,404 (1.5%) | 2,557,850 | 157.7% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $118,873,152 (1.4%) | 2,525,991 | -33.5% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $111,855,643 (1.4%) | 2,376,873 | 93.3% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $111,097,789 (1.3%) | 2,360,769 | 11.3% |
| BALYASNY ASSET MANAGEMENT LLC | Moderate Conviction | Market Mover | $101,326,251 (1.2%) | 2,153,129 | 408.6% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $94,880,285 (1.1%) | 2,016,074 | 54.8% |
| Nuveen, LLC | High Conviction | Market Mover | $89,392,776 (1.1%) | 1,899,549 | 33.1% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $85,179,293 (1.0%) | 1,810,013 | 56.4% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $77,680,953 (0.9%) | 1,650,679 | 11.5% |
| HUDSON BAY CAPITAL MANAGEMENT, L.P. | High Conviction | Significant Flow | $72,535,131 (0.9%) | 1,541,333 | 110.5% |
| ING CLARION REAL ESTATE SECURITIES/N L.P. | High Conviction | Low Flow | $70,810,476 (0.9%) | 1,504,685 | 28.3% |
| STANDARD LIFE ABERDEEN PLC | High Conviction | Significant Flow | $63,011,787 (0.8%) | 1,338,967 | 40.2% |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $58,508,096 (0.7%) | 1,243,267 | 6.3% |
| GRS ADVISORS, LLC | Elite Conviction | Low Flow | $54,793,229 (0.7%) | 1,164,327 | -11.9% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | High Conviction | Significant Flow | $51,032,617 (0.6%) | 1,084,416 | 48.8% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $50,272,182 (0.6%) | 1,068,257 | 5.6% |
| LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | Elite Conviction | Minimal Flow | $49,563,874 (0.6%) | 1,053,206 | 2.4% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $48,160,877 (0.6%) | 1,023,393 | 39.3% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | High Conviction | Significant Flow | $45,177,600 (0.5%) | 960,000 | 4.9% |
| ALYESKA INVESTMENT GROUP, L.P. | High Conviction | Significant Flow | $43,294,400 (0.5%) | 919,983 | NEW |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $42,607,050 (0.5%) | 905,377 | 86.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $39,555,059 (0.5%) | 840,524 | 4,128.9% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $39,231,436 (0.5%) | 833,647 | 99,855.3% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $34,060,070 (0.4%) | 723,758 | 6.9% |
| Freestone Grove Partners LP (CIK 0002007591) | High Conviction | Significant Flow | $32,704,441 (0.4%) | 694,952 | NEW |
| MILLENNIUM MANAGEMENT, L.L.C. | Moderate Conviction | Market Mover | $30,984,822 (0.4%) | 658,411 | 308.2% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $27,270,375 (0.3%) | 579,481 | -30.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | High Conviction | Market Mover | $25,917,730 (0.3%) | 550,738 | 100.1% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $25,524,120 (0.3%) | 542,374 | -2.7% |
| NEUBERGER BERMAN GROUP LLC | High Conviction | Market Mover | $25,184,300 (0.3%) | 535,153 | 10.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | High Conviction | Significant Flow | $22,248,839 (0.3%) | 472,776 | NEW |
| SCHONFELD STRATEGIC ADVISORS LLC | High Conviction | Significant Flow | $21,484,441 (0.3%) | 456,533 | NEW |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $20,880,193 (0.3%) | 443,693 | 1,888.5% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $20,560,985 (0.2%) | 436,910 | NEW |
| LEVIN EASTERLY PARTNERS LLC | High Conviction | Low Flow | $18,359,424 (0.2%) | 390,128 | NEW |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | High Conviction | Moderate Flow | $18,080,452 (0.2%) | 384,200 | 141.7% |
| ALLIANZ ASSET MANAGEMENT GMBH | High Conviction | Significant Flow | $17,083,486 (0.2%) | 363,015 | 55.7% |
| Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170) | High Conviction | Significant Flow | $17,082,217 (0.2%) | 360,624 | -2.6% |
| KENNEDY CAPITAL MANAGEMENT, INC. | High Conviction | Low Flow | $16,876,187 (0.2%) | 358,610 | 17.5% |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $16,536,272 (0.2%) | 351,387 | -2.1% |
| VERITION FUND MANAGEMENT LLC | High Conviction | Significant Flow | $15,843,549 (0.2%) | 336,667 | 118.1% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $15,638,038 (0.2%) | 332,300 | 20.4% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | High Conviction | Low Flow | $15,448,622 (0.2%) | 328,275 | 45.7% |
| APTUS CAPITAL ADVISORS, LLC | High Conviction | Moderate Flow | $15,428,292 (0.2%) | 327,843 | 12.2% |
| POINT72 ASSET MANAGEMENT, L.P. | Moderate Conviction | Market Mover | $15,208,192 (0.2%) | 323,166 | 25.7% |
| VICTORY CAPITAL MANAGEMENT INC | High Conviction | Market Mover | $15,176,521 (0.2%) | 322,493 | 8.3% |
| BARCLAYS PLC | High Conviction | Market Mover | $14,948,986 (0.2%) | 317,658 | 14.6% |
| COVALIS CAPITAL LLP | High Conviction | Low Flow | $14,118,000 (0.2%) | 300,000 | NEW |
| DLIBJ ASSET MANAGEMENT CO LTD | High Conviction | Moderate Flow | $14,075,876 (0.2%) | 291,426 | 33.4% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $13,908,848 (0.2%) | 295,555 | 72.7% |
| APG INVESTMENTS US INC. | High Conviction | Moderate Flow | $13,786,321 (0.2%) | 292,952 | 12.2% |
| Jain Global LLC | High Conviction | Significant Flow | $13,715,119 (0.2%) | 291,439 | 408.0% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $13,351,251 (0.2%) | 283,707 | 30.0% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $13,257,080 (0.2%) | 281,706 | 12.4% |
| APOLLO MANAGEMENT HOLDINGS, L.P. | High Conviction | Moderate Flow | $13,238,919 (0.2%) | 281,320 | NEW |
| UBS Group AG | Moderate Conviction | Market Mover | $12,623,327 (0.2%) | 268,239 | -26.6% |
| NOMURA ASSET MANAGEMENT CO LTD | High Conviction | Significant Flow | $12,597,068 (0.2%) | 267,681 | 22.0% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | High Conviction | Moderate Flow | $12,590,903 (0.2%) | 267,550 | -9.6% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | High Conviction | Moderate Flow | $12,484,406 (0.2%) | 265,287 | - |
| RENAISSANCE TECHNOLOGIES LLC | High Conviction | Significant Flow | $12,194,705 (0.1%) | 259,131 | -60.1% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $12,055,776 (0.1%) | 256,179 | 6.7% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | High Conviction | Moderate Flow | $11,992,629 (0.1%) | 254,837 | 717.7% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $11,702,613 (0.1%) | 248,674 | 28.9% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | High Conviction | Significant Flow | $11,642,126 (0.1%) | 247,389 | 12.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | High Conviction | Significant Flow | $11,513,935 (0.1%) | 244,665 | 13.0% |
| BROOKFIELD Corp /ON/ | Elite Conviction | Moderate Flow | $11,439,110 (0.1%) | 243,075 | -29.2% |
| STRS OHIO | High Conviction | Significant Flow | $11,054,394 (0.1%) | 234,900 | 20.9% |
| BOOTHBAY FUND MANAGEMENT, LLC | Moderate Conviction | Moderate Flow | $10,935,850 (0.1%) | 232,381 | -2.9% |
| CHILTON CAPITAL MANAGEMENT LLC | High Conviction | Moderate Flow | $10,788,371 (0.1%) | 228,216 | -27.4% |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $10,769,996 (0.1%) | 228,857 | - |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $10,667,652 (0.1%) | 226,643 | 108.7% |
| B&I CAPITAL AG | High Conviction | Minimal Flow | $10,662,384 (0.1%) | 226,570 | NEW |
| BANCO INC | High Conviction | Moderate Flow | $10,657,161 (0.1%) | 226,459 | 26.8% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $9,859,211 (0.1%) | 209,503 | 116.2% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $9,820,481 (0.1%) | 208,680 | 8.8% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $9,659,959 (0.1%) | 205,269 | 1,253.1% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | High Conviction | Significant Flow | $9,632,241 (0.1%) | 204,680 | 18.2% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | High Conviction | Low Flow | $9,412,000 (0.1%) | 200,000 | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | High Conviction | Significant Flow | $9,351,104 (0.1%) | 198,706 | 22.0% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $9,193,876 (0.1%) | 195,365 | 74.6% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $8,891,975 (0.1%) | 188,928 | -53.4% |
| OVERSEA-CHINESE BANKING CORP LTD | High Conviction | Moderate Flow | $8,728,359 (0.1%) | 185,473 | - |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $8,361,791 (0.1%) | 177,682 | -53.7% |
| ANCHOR CAPITAL ADVISORS LLC | High Conviction | Low Flow | $8,098,367 (0.1%) | 172,086 | 15.5% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 525 | $8.26B | 178,474,051 | $46.28 |
| Q3 25 | 445 | $6.45B | 158,247,287 | $40.76 |
| Q2 25 | 414 | $5.28B | 148,104,818 | $35.64 |
| Q1 25 | 394 | $4.26B | 143,842,651 | $29.60 |
| Q4 24 | 389 | $3.91B | 141,314,222 | $27.67 |
| Q3 24 | 367 | $3.22B | 127,129,136 | $25.31 |
| Q2 24 | 129 | $1.17B | 81,735,118 | $14.37 |
| Q1 24 | 104 | $1.07B | 74,379,091 | $14.36 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.