American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership6,190,551 shares
Latest Disclosed Value $ 304,927,842
Geode Capital Management, Llc reports 15.40% increase in ownership of AHR / American Healthcare REIT, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 6,190,551 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $304,927,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,364,642 shares of American Healthcare REIT, Inc.. This represents a change in shares of 15.40% 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)
2026-05-15 2026-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 6,190,551 825,909 15.40 304,928 16.01 0.0101
2026-02-09 2025-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 5,364,642 492,805 10.12 262,837 22.50 0.0162
2025-11-12 2025-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 4,871,837 292,970 6.40 214,570 22.69 0.0137
2025-08-08 2025-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 4,578,867 779,109 20.50 174,882 51.86 0.0123
2025-05-13 2025-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 3,799,758 99,965 2.70 115,159 9.50 0.0091
2025-02-12 2024-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 3,699,793 1,172,670 46.40 105,171 59.41 0.0081
2024-11-12 2024-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 2,527,123 1,094,296 76.37 65,975 215.11 0.0053
2024-08-09 2024-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 1,432,827 875,756 157.21 20,937 154.74 0.0018
2024-05-13 2024-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 557,071 557,071 8,220 0.0008
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.