Who Owns American Healthcare REIT Stock?
NYSE: AHRReal EstateREIT - Healthcare FacilitiesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 99.33%
- Held by insiders
- 0.61%
- Institutional holders
- 774
- Institutions 99.3%
- Insiders 0.6%
- Public and other 0.1%
Who owns American Healthcare REIT stock?
Institutional investors own about 99.3% of American Healthcare REIT's shares, spread across 774 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.61% of AHR.
The largest institutional holders are Blackrock Inc. (11.86%), Vanguard Portfolio Management LLC (7.79%) and Vanguard Capital Management LLC (4.22%). Together, the top 10 institutions control 44.8% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their AHR positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AHR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 25.85M | 11.86% | -10.1% |
| Vanguard Portfolio Management LLC | 16.98M | 7.79% | +5.3% |
| Vanguard Capital Management LLC | 9.20M | 4.22% | +12.2% |
| State Street Corporation | 9.05M | 4.15% | -5.2% |
| Principal Financial Group, Inc. | 8.92M | 4.09% | +20.1% |
| Wellington Management Group, LLP | 8.66M | 3.97% | +4.5% |
| Invesco Ltd. | 5.26M | 2.41% | -22.3% |
| FMR, LLC | 4.57M | 2.10% | -9.8% |
| Geode Capital Management, LLC | 4.56M | 2.09% | -26.3% |
| Bank of America Corporation | 4.53M | 2.08% | +40.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AHR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 7.30M | 3.35% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 6.75M | 3.10% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 6.62M | 3.04% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 4.79M | 2.20% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 2.76M | 1.27% |
| Principal Funds, Inc-Real Estate Securities Fund | 2.57M | 1.18% |
| SmallCap World Fund Inc | 2.54M | 1.16% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 2.21M | 1.01% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | 2.03M | 0.93% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 1.41M | 0.65% |
Frequently asked questions
Who is the largest shareholder of American Healthcare REIT?
Blackrock Inc. is the largest institutional shareholder of AHR, owning 11.86% of shares outstanding (25.85M shares) as of its latest 13F filing.
What percentage of American Healthcare REIT is owned by institutions?
Institutions own about 99.3% of AHR shares and 99.9% of the public float.
How much of American Healthcare REIT do insiders own?
Insiders, such as officers and directors, own about 0.61% of AHR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.