American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership348,782 shares
Latest Disclosed Value $ 16,448,540
Kestra Advisory Services, LLC reports 36.15% increase in ownership of AHR / American Healthcare REIT, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 348,782 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $16,448,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 256,179 shares of American Healthcare REIT, Inc.. This represents a change in shares of 36.15% 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)
2026-04-30 2026-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 348,782 92,603 36.15 16,449 36.44 0.0622
2026-02-13 2025-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 256,179 -12,838 -4.77 12,056 6.67 0.0497
2025-11-14 2025-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 269,017 -110,398 -29.10 11,301 -18.93 0.0517
2025-08-15 2025-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 379,415 856 0.23 13,940 21.53 0.0679
2025-05-14 2025-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 378,559 -200,991 -34.68 11,470 -30.97 0.0555
2025-02-10 2024-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 579,550 102,425 21.47 16,616 33.43 0.0908
2024-11-13 2024-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 477,125 460,250 2,727.41 12,453 4,961.79 0.0686
2024-08-14 2024-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 16,875 -1,528 -8.30 247 -9.23 0.0014
2024-05-15 2024-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 18,403 18,403 271 0.0018
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.