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AHR · American Healthcare REIT, Inc. · Held by Funds

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$57.78 -0.86 (-1.47%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$13.41B
Shares
232.07M
Volume · Nov 13 2.58M Avg daily vol (3M) 3.1M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of AHR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 22.90% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.13% 9,593,948
Index ETFs 18.76% 43,543,001
Active ETFs 1.24% 2,874,140
Active funds 12.95% 30,060,747
Unclassified 1.50% 3,473,147
All registered funds 38.59% 89,544,983
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding AHR

468 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 7,298,750 $405,810,500 0.56%
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,621,174 $345,294,224 0.02%
iShares Core S&P Mid-Cap ETF 6,595,376 $343,948,858 0.28%
VANGUARD SMALL-CAP INDEX FUND 4,786,618 $249,622,129 0.13%
VANGUARD SMALL-CAP GROWTH INDEX FUND 2,759,005 $143,882,111 0.31%
Real Estate Securities Fund 2,573,010 $143,059,356 2.04%
SMALLCAP World Fund Inc 2,538,648 $132,390,493 0.14%
VANGUARD EXTENDED MARKET INDEX FUND 2,209,965 $115,249,675 0.12%
Invesco S&P MidCap Momentum ETF 1,971,687 $109,625,797 1.53%
Schwab U.S. REIT ETF 1,517,701 $83,792,272 0.75%
State Street SPDR S&P MidCap 400SM ETF Trust 1,482,822 $77,329,167 0.28%
Fidelity Small Cap Value Fund 1,359,100 $75,565,960 1.38%
VANGUARD EXPLORER FUND 1,356,811 $75,438,692 0.34%
VANGUARD REAL ESTATE II INDEX FUND 1,281,010 $71,224,156 0.65%
Fidelity Stock Selector Small Cap Fund 1,146,413 $63,740,563 0.86%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,016,975 $56,543,810 0.80%
Fidelity Extended Market Index Fund 937,975 $51,785,600 0.13%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 975,503 $50,872,481 0.28%
Schwab U.S. Small-Cap ETF 917,476 $50,653,850 0.22%
BlackRock Mid-Cap Growth Equity Portfolio 885,180 $48,870,788 1.01%
Nuveen Real Estate Securities Select Fund 897,104 $46,783,974 1.78%
Bridge Builder Small/Mid Cap Growth Fund 855,209 $44,599,149 0.40%
DFA Global Real Estate Securities Portfolio 781,964 $43,477,198 0.56%
Bahl & Gaynor Small/Mid Cap Income Growth ETF 829,731 $43,270,472 2.97%
Federated Hermes MDT Small Cap Core Fund 776,749 $43,187,244 1.93%
Fidelity Series Small Cap Opportunities Fund 756,487 $42,060,677 0.89%
iShares Russell Mid-Cap ETF 783,794 $40,874,857 0.07%
Fidelity Mid Cap Index Fund 723,181 $40,208,864 0.08%
iShares Core U.S. REIT ETF 715,617 $39,788,305 0.85%
Voya Small Cap Growth Fund 720,614 $39,785,099 1.88%
Federated Hermes MDT All Cap Core Fund 695,992 $38,697,155 0.99%
T. Rowe Price New Horizons Fund, Inc. 740,235 $38,603,255 0.26%
iShares S&P Mid-Cap 400 Growth ETF 701,867 $36,602,364 0.32%
Small Cap Growth Fund 627,081 $34,865,704 0.63%
Invesco Main Street Mid Cap Fund 661,924 $34,519,337 1.32%
Capital Group U.S. Small and Mid Cap ETF 567,203 $31,315,278 0.85%
PGIM Global Real Estate Fund 539,599 $30,001,704 2.67%
iShares Global REIT ETF 523,003 $29,078,967 0.57%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 501,373 $26,146,602 0.27%
Global Real Estate Securities Fund 437,656 $24,333,674 1.40%
Fidelity Advisor Small Cap Fund 429,700 $23,723,737 1.00%
iShares Russell 1000 Value ETF 427,128 $22,274,725 0.03%
Fidelity Real Estate Index Fund 374,145 $20,802,462 0.64%
Dimensional Global Real Estate ETF 364,962 $20,291,887 0.53%
Fidelity Total Market Index Fund 367,469 $20,287,963 0.01%
Global Real Estate Fund 355,298 $19,754,569 2.42%
iShares S&P Mid-Cap 400 Value ETF 376,546 $19,636,874 0.22%
Opus Small Cap Value ETF 350,618 $19,494,361 2.76%
JNL Multi-Manager Select Equity Fund 367,760 $19,178,684 1.24%
Real Estate Fund 332,309 $18,476,380 3.50%
Showing 1–50 of 468 positions
Key facts CIK 1632970 CUSIP 398182303 13F (30d) 477 filings 438 filers Visit website Investor relations