11 institutions reported holding $6.3M of AMERICAN HEALTHCARE REIT INC (AHR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynamic Advisor Solutions LLC ($4.2M), PVG ASSET MANAGEMENT CORP ($1.0M), Pacific Excel Wealth Advisors, Inc. ($325,312), First Heartland Consultants, Inc. ($310,552), CX Institutional ($185,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $4.2M | 80,337 | Trimmed |
| 2 | PVG ASSET MANAGEMENT CORP | $1.0M | 19,237 | New |
| 3 | Pacific Excel Wealth Advisors, Inc. | $325,312 | 6,238 | New |
| 4 | First Heartland Consultants, Inc. | $310,552 | 5,955 | Added |
| 5 | CX Institutional | $185,000 | 3,556 | Trimmed |
| 6 | GAMMA Investing LLC | $170,218 | 3,264 | Added |
| 7 | Versant Capital Management, Inc | $47,091 | 903 | Trimmed |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | $23,363 | 448 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $7,249 | 139 | Trimmed |
| 10 | Kozak & Associates, Inc. | $0 | 0 | Exited |
| 11 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30