American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership18,886 shares
Latest Disclosed Value $ 890,664
Captrust Financial Advisors reports 7.12% increase in ownership of AHR / American Healthcare REIT, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 18,886 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $890,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,631 shares of American Healthcare REIT, Inc.. This represents a change in shares of 7.12% 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)
2026-05-14 2026-03-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 18,886 1,255 7.12 891 7.36 0.0016
2026-02-17 2025-12-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 17,631 119 0.68 830 12.79 0.0016
2025-11-19 2025-09-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 17,512 -3,000 -14.63 736 -2.39 0.0015
2025-08-15 2025-06-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 20,512 -954 -4.44 754 15.85 0.0017
2025-05-15 2025-03-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 21,466 -1,179 -5.21 650 1.09 0.0016
2025-02-14 2024-12-31 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 22,645 -6,194 -21.48 644 -14.49 0.0018
2024-11-14 2024-09-30 13F AMERICAN HEALTHCARE REIT INC COM SHS REIT 398182303 28,839 28,839 753 0.0022
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.