American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionSILVER OAK SECURITIES, Inc
Latest Disclosed Ownership37,366 shares
Latest Disclosed Value $ 1,762,170
SILVER OAK SECURITIES, Inc reports 5.97% decrease in ownership of AHR / American Healthcare REIT, Inc.

On April 20, 2026 - SILVER OAK SECURITIES, Inc filed a 13F-HR form disclosing ownership of 37,366 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $1,762,170 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 39,739 shares of American Healthcare REIT, Inc.. This represents a change in shares of -5.97% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 37,366 -2,373 -5.97 1,762 -7.12 0.1288
2026-01-15 2025-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 39,739 17,935 82.26 1,897 107.10 0.1282
2025-10-21 2025-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 21,804 -23 -0.11 916 14.36 0.0686
2025-07-11 2025-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 21,827 -1,757 -7.45 802 11.72 0.0651
2025-04-29 2025-03-31 13F/A-1 AMERICAN HEALTHCARE REIT COM SHS 398182303 23,584 -1,106 -4.48 718 2.58 0.0658
2025-04-21 2025-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 23,584 -1,106 718 0.0111
2025-01-27 2024-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 24,690 2 0.01 699 8.54 0.0650
2024-10-23 2024-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 24,688 4,108 19.96 645 114.67 0.0681
2024-07-12 2024-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 20,580 20,580 301 0.0451
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.