As of the latest SEC filings, American Healthcare REIT, Inc. (AHR) is held by 477 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $334,466,126.16 in market value, representing 0.48% of its portfolio.
Funds holding American Healthcare REIT, Inc. (AHR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AHR
- CIK:
- 0001632970
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.48% | $334,466,126.16 | 6,586,572 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $277,639,267.32 | 5,887,177 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.26% | $277,008,360.84 | 5,873,799 | Mar 31, 2026 | May 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.29% | $206,136,171.36 | 4,370,996 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.12% | $202,491,174.96 | 4,293,706 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.29% | $113,185,273.32 | 2,400,027 | Mar 31, 2026 | May 28, 2026 |
|
PRETX
Real Estate Securities Fund
|
MF | Independent / Boutique | 1.53% | $103,003,269.16 | 2,028,422 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.11% | $93,334,450.32 | 1,979,102 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.28% | $89,879,482.84 | 1,769,978 | Apr 30, 2026 | Jun 26, 2026 |
|
XMMO
Invesco S&P MidCap Momentum ETF
|
ETF | Invesco | 1.29% | $87,761,550.60 | 1,728,270 | Apr 30, 2026 | Jun 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.08% | $66,683,532.60 | 1,413,985 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.66% | $63,932,513.52 | 1,223,823 | Feb 28, 2026 | Apr 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.26% | $63,060,559.92 | 1,337,162 | Mar 31, 2026 | Jun 1, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.90% | $62,190,926.14 | 1,224,713 | Apr 30, 2026 | Jun 26, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 1.19% | $60,793,816.00 | 1,197,200 | Apr 30, 2026 | Jun 26, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.56% | $59,290,524.88 | 1,167,596 | Apr 30, 2026 | Jun 26, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.26% | $57,376,372.78 | 1,129,901 | Apr 30, 2026 | Jun 26, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.75% | $51,813,068.32 | 1,020,344 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.12% | $48,225,982.88 | 923,162 | Feb 28, 2026 | Apr 24, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.93% | $46,879,435.86 | 923,187 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.38% | $46,857,185.64 | 993,579 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.22% | $44,902,735.28 | 859,547 | Feb 28, 2026 | Apr 24, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 2.32% | $43,825,932.90 | 863,055 | Apr 30, 2026 | Jun 23, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.29% | $43,792,112.88 | 838,287 | Feb 28, 2026 | Apr 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.26% | $40,868,054.28 | 866,583 | Mar 31, 2026 | May 28, 2026 |
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