AHR — American Healthcare Reit Inc Institutional Holders · Q3 2026
Who owns American Healthcare Reit Inc (AHR)? 16 institutions reported holding $5.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($1.4M), Farther Finance Advisors, LLC ($1.2M), CX Institutional ($919,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $1.4M | 27,277 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $1.2M | 23,860 | Trimmed |
| 3 | CX Institutional | $919,000 | 17,927 | Added |
| 4 | Cambridge Financial Group, LLC | $625,435 | 11,993 | Hold |
| 5 | Castleview Partners, LLC | $434,480 | 8,476 | Hold |
| 6 | First Heartland Consultants, Inc. | $317,606 | 6,196 | Added |
| 7 | ANB BANK | $281,059 | 5,483 | Hold |
| 8 | Venture Visionary Partners LLC | $241,947 | 4,720 | Hold |
| 9 | GAMMA Investing LLC | $237,590 | 4,635 | Added |
| 10 | Versant Capital Management, Inc | $52,952 | 1,033 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $7,381 | 144 | Added |
| 12 | Marquette Asset Management, LLC | $1,948 | 38 | Hold |
| 13 | CoreCap Advisors, LLC | $1,230 | 24 | New |
| 14 | Planning Strategies Inc. | $718 | 14 | Added |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $564 | 11 | Hold |
| 16 | Davis Capital Management | $103 | 2 | New |
Source: SEC Form 13F filings · as of 2026-09-30