American Healthcare REIT, Inc.
MX ˙ BMV
SecurityMX:AHR / American Healthcare REIT, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership6,778,768 shares
Latest Disclosed Value $ 319,686,679
Invesco Ltd. reports 22.55% increase in ownership of AHR / American Healthcare REIT, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 6,778,768 shares of American Healthcare REIT, Inc. (MX:AHR) valued at $319,686,679 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 5,531,582 shares of American Healthcare REIT, Inc.. This represents a change in shares of 22.55% 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)
2026-05-12 2026-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 6,778,768 1,247,186 22.55 319,687 22.81 0.0061
2026-02-19 2025-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 5,531,582 177,033 3.31 260,316 15.72 0.0399
2025-11-13 2025-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 5,354,549 -465,981 -8.01 224,945 5.19 0.0354
2025-08-13 2025-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 5,820,530 798,075 15.89 213,846 40.52 0.0364
2025-05-12 2025-03-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 5,022,455 4,716,792 1,543.13 152,180 1,652.01 0.0288
2025-02-13 2024-12-31 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 305,663 222,052 265.58 8,687 298.08 0.0016
2024-11-12 2024-09-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 83,611 43,458 108.23 2,182 272.35 0.0004
2024-08-13 2024-06-30 13F AMERICAN HEALTHCARE REIT COM SHS 398182303 40,153 40,153 587 0.0001
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.