American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership675,122 shares
Latest Disclosed Value $ 31,838,753
UBS Group AG reports 151.69% increase in ownership of AHR / American Healthcare REIT, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 675,122 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $31,838,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 268,239 shares of American Healthcare REIT, Inc.. This represents a change in shares of 151.69% 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)
2026-05-05 2026-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 675,122 406,883 151.69 31,839 152.22 0.0009
2026-01-29 2025-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 268,239 -140,981 -34.45 12,623 -26.57 0.0020
2025-11-13 2025-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 409,220 209,201 104.59 17,191 133.95 0.0027
2025-08-14 2025-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 200,019 -62,305 -23.75 7,349 -7.55 0.0013
2025-05-13 2025-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 262,324 -815,927 -75.67 7,948 -74.06 0.0015
2025-02-14 2024-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 1,078,251 924,948 603.35 30,644 665.88 0.0057
2024-11-14 2024-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 153,303 58,980 62.53 4,001 190.35 0.0009
2024-08-14 2024-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 94,323 93,863 20,405.00 1,378 22,866.67 0.0003
2024-05-13 2024-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 460 460 7 0.0000
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.