13F

Stock

American Healthcare REIT, Inc.

AHR · held by 6 managers

Reported value

$19.3M

Holders

6

+1 new · −2 exited

Holders’ est. mark

$2.47M

Price effect on 4 books still in the name

Largest holder

$13.2M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC358.1K$13.2M$1.52MAdded$6.01M
INDEPENDENT FINANCIAL GROUP, LLC136.3K$5.01M$877.9KCut−$676.3K
Cresset Asset Management, LLC18.3K$677KHeld
Medallion Wealth Advisors, LLC9.31K$338.1K$52.9KAdded$29K
Prestige Wealth Management Group LLC3.27K$120.8K$21KCut−$2.79K
ELEVATION POINT WEALTH PARTNERS, LLC122$4.48KNew

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.