Skip to content

AHR AMERICAN HEALTHCARE REIT INC

Follow

REIT (common), issuer CIK 1632970

382 managers (390 13F filers) reported a position in AHR shares at 2024-12-31, 133,897,407 shares in all. 57 filers opened a position and 47 filers sold out during the quarter.

Managers
382
13F filers
390
New
57
Added
142
Reduced
133
Sold out
47
Shares held by filers
133,897,407

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VICTORY CAPITAL MANAGEMENT INC18,756$533K<0.01%+2,02613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC18,508$526K<0.01%-46213F-HRTimelineGroup
Trek Financial, LLC17,965$511K0.04%-1,87513F-HRTimeline
PETRA FINANCIAL ADVISORS INC17,404$495K0.34%-21,28013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA17,373$494K0.03%013F-HRTimeline
Moloney Securities Asset Management, LLC17,097$486K0.07%-1,31213F-HRTimeline
Metis Global Partners, LLC17,092$486K0.01%+3,53513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,960$482K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC16,448$467K<0.01%-2,67813F-HRTimeline
Orion Portfolio Solutions, LLC16,448$467K<0.01%-2,67813F-HRTimeline
WCG Wealth Advisors LLC16,171$460K0.03%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC15,082$429K0.01%-208,11113F-HRTimelineGroup
Allworth Financial LP14,928$422K<0.01%+10,81613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,744$419K0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …14,756$419K0.02%+6,96013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,735$419K0.04%new13F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC14,622$416K0.27%-1,33513F-HRTimeline
SageView Advisory Group, LLC14,594$415K0.02%+5,90813F-HRTimeline
CIBC WORLD MARKETS CORP14,230$404K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,229$404K<0.01%+2,01913F-HRTimelineGroup
Carlson Capital Management14,227$404K0.02%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,145$402K0.08%-1,40213F-HRTimelineGroup
FLC Capital Advisors14,144$402K0.09%-6,50013F-HRTimeline
CIBC WORLD MARKET INC.14,112$401K<0.01%-75213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,924$396K0.01%+45513F-HRTimelineGroup
Janney Montgomery Scott LLC13,915$395K<0.01%+53313F-HRTimeline
Heritage Family Offices, LLP13,881$394K0.2%-9,74713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,854$394K0.01%-5,28213F-HRTimelineGroup
Keystone Financial Services13,794$392K0.15%-5,09613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,601$387K0.03%+3,37213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,475$383K<0.01%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …13,050$371K0.03%new13F-HRTimelineGroup
Castleview Partners, LLC13,050$362K0.19%-5,88513F-HR/ATimeline
Selective Wealth Management, Inc.13,128$359K0.15%new13F-HRTimeline
Accurate Wealth Management, LLC13,005$354K0.07%new13F-HRTimeline
Anson Capital, Inc.12,438$353K0.31%013F-HRTimeline
Golden State Wealth Management, LLC12,418$353K0.05%13F-HRTimeline
Investmark Advisory Group LLC12,331$350K0.17%+1,76813F-HRTimeline
MACKENZIE FINANCIAL CORP11,840$336K<0.01%new13F-HR/ATimeline
BAILARD, INC.11,800$335K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.11,799$335K0.03%+1,23913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,629$330K<0.01%+2,77513F-HRTimelineGroup
Coppell Advisory Solutions LLC11,571$328K0.05%+5,35413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,438$325K0.06%013F-HRTimelineGroup
Integrated Wealth Concepts LLC11,421$325K<0.01%+2,38613F-HRTimeline
Lifestyle Asset Management, Inc.11,286$321K0.17%-11,02213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,142$317K0.19%new13F-HRTimeline
XPONANCE LLC11,019$313K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,658$302K<0.01%+513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,593$301K<0.01%-2,06113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,577$301K<0.01%-20,58813F-HRTimeline
Accel Wealth Management10,306$293K0.11%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,179$289K<0.01%-6,66713F-HRTimelineGroup
Fiduciary Alliance LLC10,170$289K0.03%+75413F-HRTimeline
Mutual Advisors, LLC9,963$286K0.01%+6013F-HRTimeline
Fulcrum Equity Management9,905$282K0.28%013F-HRTimeline
Integrated Advisors Network LLC9,888$281K0.01%-6,11713F-HRTimeline
Jain Global LLC9,831$279K0.01%13F-HRTimeline
PINKERTON WEALTH, LLC9,805$279K0.04%-8,59613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,782$278K0.01%-3,35013F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …9,768$278K0.02%-19,28413F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,731$277K0.01%-7,96613F-HRTimelineGroup
Octavia Wealth Advisors, LLC9,625$276K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,612$273K<0.01%-8,31913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC9,481$269K<0.01%-1,16513F-HRTimeline
Beacon Pointe Advisors, LLC9,472$269K<0.01%-21,80813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,381$269K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,357$266K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC9,314$265K0.01%-12,43013F-HRTimeline
Elios Financial Group Inc.9,165$260K0.12%-1,60413F-HRTimeline
AMERIFLEX GROUP, INC.9,175$260K0.12%13F-HRTimeline
Sanctuary Advisors, LLC8,784$253K<0.01%-1,47713F-HRTimeline
Sound Income Strategies, LLC8,834$251K0.02%+2,91113F-HRTimeline
Cooper Financial Group9,546$246K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC8,555$243K0.01%-4,80713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,410$239K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC8,346$237K<0.01%-12,98113F-HRTimelineGroup
S. R. Schill & Associates8,339$237K0.2%013F-HRTimeline
Lion Street Advisors, LLC8,332$237K0.08%-1,85313F-HRTimeline
Cornerstone Investment Partners, LLC8,281$235K0.01%+1113F-HRTimeline
Soltis Investment Advisors LLC8,215$233K0.02%+1213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,161$232K<0.01%-2,79613F-HRTimelineGroup
West Wealth Group, LLC8,100$230K0.07%-2,21213F-HRTimeline
NWAM LLC8,006$228K0.01%-86213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,971$227K0.01%-10,64713F-HRTimeline
Larson Financial Group LLC7,950$226K0.01%-4,70213F-HRTimeline
Capital Asset Advisory Services LLC7,971$225K0.01%-10,64713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,811$222K0.07%013F-HRTimeline
Bison Wealth, LLC7,752$220K0.05%-8,02113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP7,576$215K0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC7,319$214K0.11%13F-HRTimeline
Cornerstone Wealth Management, LLC7,440$211K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC7,355$209K0.03%new13F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.7,350$209K0.02%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP7,345$209K0.03%-66,70913F-HRTimeline
EP Wealth Advisors, LLC7,254$206K<0.01%new13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC7,229$205K0.04%new13F-HRTimeline
MATHER GROUP, LLC.6,965$198K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV6,916$197K<0.01%+4,94913F-HRTimelineGroup
SG Americas Securities, LLC6,583$187K<0.01%-30,19513F-HRTimeline
GROUP ONE TRADING LLC6,204$176K0.01%new13F-HR/ATimeline
Nova Wealth Management, Inc.6,122$174K0.15%13F-HRTimeline
State of Wyoming5,900$168K0.02%-10,18513F-HRTimeline
Silicon Valley Capital Partners5,331$152K0.02%-1,99513F-HRTimeline
AMALGAMATED BANK5,185$147K<0.01%+2,93513F-HRTimeline
Asset Dedication, LLC5,141$146K0.01%013F-HRTimeline
Sterling Capital Management LLC4,887$139K<0.01%+4,60413F-HRTimeline
J.Safra Asset Management Corp4,799$136K0.01%+2,13113F-HRTimeline
IFP Advisors, Inc4,683$134K<0.01%+59113F-HRTimeline
CENTAURUS FINANCIAL, INC.4,693$133K0.01%new13F-HRTimeline
NFSG Corp4,665$133K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc4,633$132K0.01%013F-HRTimeline
Householder Group Estate & Retirement S…4,207$119K0.09%-2,26313F-HRTimeline
Prestige Wealth Management Group LLC4,047$116K0.02%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,972$112K0.01%-35813F-HRTimeline
Gen-Wealth Partners Inc3,744$106K0.05%-2,87313F-HRTimeline
FIL Ltdin group FIL Ltd3,377$96K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC3,009$85.5K0.07%13F-HR/ATimeline
GF FUND MANAGEMENT CO. LTD.2,758$78.4K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,640$75K<0.01%-3,36913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,615$74.3K<0.01%+2,00813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,571$73K<0.01%-16213F-HRTimelineGroup
Avior Wealth Management, LLC2,502$71.1K<0.01%013F-HRTimeline
Sandia Investment Management LP2,500$71K0.13%-2,50013F-HRTimeline
Farther Finance Advisors, LLC2,238$63.6K<0.01%-2,48713F-HRTimeline
MAI Capital Management2,209$62.8K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC2,078$59.1K0.01%013F-HRTimeline
POM Investment Strategies, LLC2,068$58.8K0.04%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.2,032$57.9K0.04%013F-HRTimeline
Indiana Trust & Investment Management Co2,012$57.2K0.02%new13F-HRTimeline
ORG Partners LLC2,000$56.8K0.01%new13F-HRTimeline
Kessler Investment Group, LLC1,842$52.4K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,775$50K<0.01%-32013F-HRTimelineGroup
Tidemark, LLC1,704$48.4K0.02%013F-HRTimeline
McIlrath & Eck, LLC1,626$46.2K0.01%-47013F-HRTimeline
North Star Investment Management Corp.1,595$45.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,362$38.7K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.1,288$36.6K0.02%13F-HRTimeline
Fortitude Family Office, LLC1,250$35.5K0.01%-1,87513F-HRTimeline
TD Capital Management LLC1,199$34.1K<0.01%+1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,089$30.9K<0.01%-45013F-HRTimelineGroup
Kozak & Associates, Inc.1,088$30.6K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC1,035$29.4K0.02%new13F-HRTimeline
Richardson Capital Management LLC1,013$28.8K0.02%new13F-HRTimeline
GAMMA Investing LLC988$28.1K<0.01%+50413F-HRTimeline
Financial Avengers, Inc.926$26.3K0.01%013F-HRTimeline
Main Street Group, LTD913$25.9K0.01%-45013F-HRTimeline
Wilmington Savings Fund Society, FSB904$25.7K<0.01%-15613F-HRTimeline
New England Capital Financial Advisors …888$25.2K0.01%+913F-HRTimeline
Versant Capital Management, Inc867$24.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC867$24.6K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC854$24.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Richard W. Paul & Associates, LLC859$24.4K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC848$24.1K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC833$23.7K0.01%013F-HR/ATimeline
Van Hulzen Asset Management, LLC810$23K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC798$22.7K0.01%new13F-HRTimeline
SIGNATUREFD, LLC792$22.5K<0.01%+2013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK751$21.3K<0.01%+1713F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.695$19.7K0.01%13F-HRTimeline
Global Retirement Partners, LLC694$19.7K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.579$16.5K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC563$16K<0.01%013F-HRTimeline
CoreCap Advisors, LLC563$16K<0.01%-5013F-HRTimeline
Mattson Financial Services, LLC507$13.2K<0.01%new13F-HRTimeline
Archer Investment Corp465$13.2K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.471$13K<0.01%-32513F-HRTimeline
Center for Financial Planning, Inc.432$12.3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.427$12.1K<0.01%-42713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP387$11K<0.01%-22713F-HRTimeline
MassMutual Private Wealth & Trust, FSB335$9.52K<0.01%+31513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\278$7.9K<0.01%+6613F-HRTimelineGroup
Hillsdale Investment Management Inc.260$7.39K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…187$5.32K<0.01%+1413F-HRTimelineGroup
Blue Trust, Inc.154$4.38K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC100$2.84K<0.01%+2013F-HRTimeline
QUADRANT CAPITAL GROUP LLC37$1.05K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33$938<0.01%new13F-HRTimeline
Parallel Advisors, LLC26$739<0.01%new13F-HRTimeline
GeoWealth Management, LLC17$483<0.01%-2313F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$28<0.01%new13F-HRTimeline
Covestor Ltd6$00%013F-HRTimelineValue filed as zero, left out of ratios.