American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership49,677 shares
Latest Disclosed Value $ 2,342,778
Arkadios Wealth Advisors reports 17.59% increase in ownership of AHR / American Healthcare REIT, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 49,677 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $2,342,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 42,246 shares of American Healthcare REIT, Inc.. This represents a change in shares of 17.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-18 2026-03-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 49,677 7,431 17.59 2,343 17.81 0.0247
2026-02-13 2025-12-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 42,246 7,722 22.37 1,988 37.10 0.0385
2025-10-29 2025-09-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 34,524 -5,887 -14.57 1,450 -2.29 0.0348
2025-08-04 2025-06-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 40,411 3,935 10.79 1,485 34.30 0.0438
2025-05-08 2025-03-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 36,476 -8,975 -19.75 1,105 -14.41 0.0417
2025-01-15 2024-12-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 45,451 14,464 46.68 1,292 59.78 0.0704
2024-10-24 2024-09-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 30,987 30,987 809 0.0458
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.