How many institutions own AHR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AHR shares is 616, representing 84.47% of the company's common stock.

Who are the major shareholders selling American Healthcare REIT, Inc. stock?

ALLIANZ ASSET MANAGEMENT GMBH, in the last quarter, reduced its stake in AHR by -5.68% restricting it's holding to 342.41 thousand shares of worth nearly $16.15M. VOLORIDGE INVESTMENT MANAGEMENT, LLC also lessened -43.43% of the AHR shares from its portfolio, reducing its holding to 613.43 thousand shares of worth $28.93M. ALGERT GLOBAL LLC also shunned AHR shares holding by -0.32% last quarter which brought its holding to 614.65 thousand shares worth $28.99M.

Investors who are buying AHR stock?

As per its latest 13F filing, LEGAL & GENERAL GROUP PLC increased its stake in AHR by 0.87% in the last quarter. The institutional holder raised its holding to 1.03 million shares having worth more than $48.68M. STRS OHIO also added 48.19% more shares of AHR to its portfolio, raising its holding to 348.1 thousand shares of worth $16.42M. KESTRA ADVISORY SERVICES, LLC also increased its AHR shares holding by 36.15% which brought its holding to 348.78 thousand shares worth $16.45M.

AHR's major insiders: who are they?

The insider with the most stakes in AHR is PEAY BRIAN , Chief Financial Officer at the company. Additionally, AHR stock is highly held by director FRATER HUGH R and EVP, GC & Secretary Foster Mark E. among others.

Did an insider recently sell AHR stock?

Company executives, directors, and other insiders own 0.8% percent of American Healthcare REIT, Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which AHR insiders have sold stock, totaling 29.5K shares. Insiders that have sold shares include PEAY BRIAN, FOSTER MARK E., and HANSON JEFFREY T.

Which insider recently purchased AHR stock?

There have been 0 transaction(s) during the past 6-months in which American Healthcare REIT, Inc. insiders have bought stock, totalling 0 shares

How much of AHR does insiders own?

Around 261.82K American Healthcare REIT, Inc. shares are held by insiders, which represents about 0.8% of AHR stock.

Who is the insider with the largest stake?

AHR Chief Financial Officer, PEAY BRIAN holds the largest portfolio of the company's shares. AHR shares owned by PEAY total nearly 152.7 thousand.

Which institution holds the most shares in AHR?

ALLIANZ ASSET MANAGEMENT GMBH is the largest institutional owner in AHR which holds 342.41 thousand shares worth $16.15M or 0.21% of the total AHR shares outstanding followed by LEGAL & GENERAL GROUP PLC with ownership of 1.03 million shares representing 0.62% of the AHR ownership. STRS OHIO is the third largest stakeholder with 348.1 thousand shares or 0.21% of the ownership worth more than $16.42M.

Is American Healthcare REIT, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AHR is concerned, it is a stock which is optionable.

Is there a short position on AHR's shares?

Number of AHR shares short is 16.56M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AHR shares are there?

As of today, 206.72M shares of AHR are outstanding.

Is there many float in AHR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AHR has 191.27M shares in float.

AHR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AHR is 5.99.

American Healthcare REIT (AHR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares8.59

Short Percent Of Float9.94

Shares Outstanding206.72M

Shares Float191.27M

Shares Short16.56M

Short Ratio5.99

9.94%

Short % of Float

8.59%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.8% Percentage of Shares held by All Insiders

84.47% Percentage of Shares held by All Institutions

85.15% Percentage of Float held by Institutions

616

Number of Institutions Holding Shares

Institutional Ownership

About 84.47% of AHR shares are held by financial institutions. ALLIANZ ASSET MANAGEMENT GMBH is the top corporate investor, holding 342.41K shares valued at $16.15M. A 0.21% stake in American Healthcare REIT, Inc. is owned by the company. LEGAL & GENERAL GROUP PLC owns 1.03M shares valued at $48.68M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	ALLIANZ ASSET MANAGEMENT GMBH	0.21%	342.41K	16.15M	-20.61K	-5.68%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.62%	1.03M	48.68M	8.91K	+0.87%
Mar 31, 2026	STRS OHIO	0.21%	348.1K	16.42M	113.2K	+48.19%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.21%	348.78K	16.45M	92.6K	+36.15%
Mar 31, 2026	SWISS NATIONAL BANK	0.21%	351K	16.55M	18.7K	+5.63%
Mar 31, 2026	KENNEDY CAPITAL MANAGEMENT LLC	0.23%	374.07K	17.64M	15.46K	+4.31%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	389.19K	18.38M	88.05K	+29.24%
Mar 31, 2026	APG ASSET MANAGEMENT US INC.	0.25%	412.18K	19.59M	119.23K	+40.70%
Mar 31, 2026	RETIREMENT SYSTEMS OF ALABAMA	0.26%	423.6K	19.98M	423.6K	+100.00%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.27%	448.09K	21.13M	96.71K	+27.52%
Mar 31, 2026	DAIWA SECURITIES GROUP INC.	0.27%	456.45K	21.53M	12.77K	+2.88%
Mar 31, 2026	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.37%	613.43K	28.93M	-470.99K	-43.43%
Mar 31, 2026	ALGERT GLOBAL LLC	0.37%	614.65K	28.99M	-1.99K	-0.32%
Mar 31, 2026	FREESTONE GROVE PARTNERS LP	0.4%	666K	31.41M	-28.95K	-4.17%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.61%	1.01M	47.51M	-235.86K	-18.97%
Mar 31, 2026	LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	0.61%	1.01M	47.68M	-42.2K	-4.01%
Mar 31, 2026	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.65%	1.08M	51.08M	754.9K	+229.96%
Mar 31, 2026	ABRDN PLC	0.69%	1.15M	54.26M	-188.41K	-14.07%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.71%	1.18M	55.87M	1.18M	+100.00%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.29%	485.99K	22.92M	-49.16K	-9.19%
Mar 31, 2026	HSBC HOLDINGS PLC	0.3%	501.28K	23.64M	155.69K	+45.05%
Mar 31, 2026	RHUMBLINE ADVISERS	0.33%	546.84K	25.79M	317.98K	+138.94%
Mar 31, 2026	FEDERATED HERMES, INC.	1.99%	3.31M	155.94M	748.67K	+29.27%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	1.23%	2.05M	96.49M	-634.98K	-23.68%
Mar 31, 2026	WCM INVESTMENT MANAGEMENT, LLC	2.06%	3.43M	160.75M	17.02K	+0.50%
Mar 31, 2026	PRINCIPAL FINANCIAL GROUP INC	4.47%	7.42M	350.08M	228.74K	+3.18%
Mar 31, 2026	UBS GROUP AG	0.41%	675.12K	31.84M	406.88K	+151.69%
Mar 31, 2026	CANADA PENSION PLAN INVESTMENT BOARD	1.36%	2.25M	106.18M	2.25M	+100.00%
Mar 31, 2026	NORTHERN TRUST CORP	1.37%	2.27M	107.16M	621.54K	+37.65%
Mar 31, 2026	DIMENSIONAL FUND ADVISORS LP	1.62%	2.68M	126.52M	666.82K	+33.08%
Mar 31, 2026	INVESCO LTD.	4.08%	6.78M	319.69M	1.25M	+22.55%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	1.69%	2.8M	131.71M	-719.36K	-20.45%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	2.12%	3.52M	165.93M	69.79K	+2.02%
Mar 31, 2026	STATE STREET CORP	5.75%	9.55M	452.49M	2.46M	+34.71%
Mar 31, 2026	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.17%	274.52K	12.95M	9.23K	+3.48%
Mar 31, 2026	ASSET MANAGEMENT ONE CO., LTD.	0.17%	274.85K	12.96M	-16.58K	-5.69%
Mar 31, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.17%	276.4K	13.04M	8.72K	+3.26%
Mar 31, 2026	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.17%	288.94K	13.63M	5.23K	+1.84%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.18%	304.7K	14.37M	-55.93K	-15.51%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.2%	329.7K	15.55M	1.86K	+0.57%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.95%	3.24M	152.64M	710.6K	+28.13%
Mar 31, 2026	FMR LLC	3.05%	5.06M	238.84M	-205.21K	-3.89%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	3.73%	6.19M	304.93M	825.91K	+15.40%
Mar 31, 2026	WELLINGTON MANAGEMENT GROUP LLP	4.99%	8.28M	390.66M	360.97K	+4.56%
Mar 31, 2026	HUDSON BAY CAPITAL MANAGEMENT LP	0.72%	1.2M	56.39M	-345.72K	-22.43%
Mar 31, 2026	BAHL & GAYNOR INC	0.73%	1.21M	56.98M	1.07M	+768.52%
Mar 31, 2026	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.37%	608.91K	28.72M	-179.39K	-22.76%
Mar 31, 2026	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.76%	1.26M	59.33M	-246.64K	-16.39%
Mar 31, 2026	NUVEEN, LLC	0.76%	1.27M	59.66M	-634.49K	-33.40%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.77%	1.28M	60.16M	831.86K	+187.49%
Mar 31, 2026	ALYESKA INVESTMENT GROUP, L.P.	0.77%	1.28M	60.33M	359.38K	+39.06%
Mar 31, 2026	PRICE T ROWE ASSOCIATES INC /MD/	0.83%	1.39M	65.38M	384.37K	+38.36%
Mar 31, 2026	CAPITAL WORLD INVESTORS	0.86%	1.44M	67.68M	1.44M	+100.00%
Mar 31, 2026	DEUTSCHE BANK AG\	0.94%	1.56M	73.73M	-797.41K	-33.78%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.95%	1.58M	74.56M	512.66K	+47.99%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.96%	1.6M	75.56M	704.92K	+78.55%
Mar 31, 2026		0.43%	720.41K	33.96M	635.22K	+745.69%
Mar 31, 2026	BLACKROCK, INC.	17.31%	28.74M	1.36B	8.6M	+42.73%
Mar 31, 2026	JPMORGAN CHASE & CO	0.55%	909.03K	42.66M	329.55K	+56.87%
Mar 31, 2026	GRS ADVISORS, LLC	0.61%	1.02M	48.15M	-143.31K	-12.31%
Mar 31, 2026	BALYASNY ASSET MANAGEMENT L.P.	0.7%	1.17M	55.09M	-985K	-45.75%
Mar 31, 2026	MORGAN STANLEY	1.05%	1.75M	82.52M	-60.27K	-3.33%
Mar 31, 2026	CITADEL ADVISORS LLC	0.53%	877.17K	41.37M	678K	+340.41%
Mar 31, 2026	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.8%	2.98M	140.64M	52.25K	+1.78%
Mar 31, 2026	LPL FINANCIAL LLC	0.41%	681.98K	32.16M	-41.78K	-5.77%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	789.1K	37.21M	-44.55K	-5.34%
Mar 31, 2026	CENTERSQUARE INVESTMENT MANAGEMENT LLC	1.68%	2.78M	131.17M	-240.42K	-7.96%
Mar 31, 2026	TD ASSET MANAGEMENT INC	1.21%	2M	94.42M	2M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	330.54K	15.59M	48.84K	+17.34%
Dec 31, 2025	LPL FINANCIAL LLC	0.45%	723.76K	34.06M	-35.04K	-4.62%
Dec 31, 2025	MACQUARIE MANAGEMENT HOLDINGS, INC.	0.49%	788.3K	37.1M	788.3K	+100.00%
Dec 31, 2025	GRS ADVISORS, LLC	0.72%	1.16M	54.79M	-316.4K	-21.37%
Dec 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.93%	1.5M	70.81M	190.55K	+14.50%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.77%	1.24M	58.51M	-66.6K	-5.08%
Dec 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.59%	960K	45.18M	-65K	-6.34%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.62%	1M	47.15M	2.82K	+0.28%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.63%	1.02M	48.16M	200.13K	+24.31%
Dec 31, 2025	LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	0.65%	1.05M	49.56M	-98.75K	-8.57%
Dec 31, 2025	NORTHERN TRUST CORP	1.02%	1.65M	77.68M	-7.35K	-0.44%
Dec 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	1.33%	2.15M	101.33M	1.68M	+353.98%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	1.47%	2.38M	111.86M	999.18K	+72.53%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.17%	3.52M	165.56M	-1.34M	-27.60%
Dec 31, 2025	FMR LLC	3.25%	5.27M	247.99M	1.72M	+48.25%
Dec 31, 2025	INVESCO LTD.	3.41%	5.53M	260.32M	177.03K	+3.31%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	4.88%	7.92M	372.85M	-735.79K	-8.50%
Dec 31, 2025	EASTERLY INVESTMENT PARTNERS LLC	0.24%	390.13K	18.36M	390.13K	+100.00%
Dec 31, 2025	DAIWA SECURITIES GROUP INC.	0.27%	443.68K	20.88M	24.59K	+5.87%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.27%	443.69K	20.88M	418.7K	+1,675.13%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.33%	535.15K	25.18M	-5.88K	-1.09%
Dec 31, 2025	JANE STREET GROUP, LLC	0.33%	536.87K	25.27M	-87.48K	-14.01%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.34%	550.74K	25.92M	242.42K	+78.63%
Dec 31, 2025	MORGAN STANLEY	1.12%	1.81M	85.18M	513.38K	+39.59%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	4.44%	7.19M	338.57M	-1.74M	-19.45%
Dec 31, 2025	BLACKROCK, INC.	12.42%	20.14M	947.61M	1.66M	+9.00%
Dec 31, 2025	VANGUARD GROUP INC	15.4%	24.97M	1.18B	1.44M	+6.14%
Dec 31, 2025	ABRDN PLC	0.83%	1.34M	63.01M	263.79K	+24.53%
Dec 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.95%	1.54M	72.54M	721.11K	+87.92%
Dec 31, 2025	NUVEEN, LLC	1.17%	1.9M	89.39M	300.2K	+18.77%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.24%	2.02M	94.88M	556.6K	+38.14%
Dec 31, 2025	DEUTSCHE BANK AG\	1.46%	2.36M	111.1M	-15.78K	-0.66%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.56%	2.53M	118.87M	399.14K	+18.77%
Dec 31, 2025	FEDERATED HERMES, INC.	1.58%	2.56M	120.37M	1.45M	+130.05%
Dec 31, 2025	NORGES BANK	1.58%	2.56M	120.4M	2.56M	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	1.65%	2.68M	126.17M	-157.69K	-5.56%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.22%	358.61K	16.88M	16.83K	+4.92%
Dec 31, 2025	BARCLAYS PLC	0.2%	317.66K	14.95M	7.26K	+2.34%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.17%	283.71K	13.35M	39.17K	+16.02%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	281.71K	13.26M	932	+0.33%
Dec 31, 2025	UBS GROUP AG	0.17%	268.24K	12.62M	-140.98K	-34.45%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.17%	267.68K	12.6M	21.87K	+8.90%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.57%	919.98K	43.29M	919.98K	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.81%	2.93M	137.89M	276.41K	+10.42%
Dec 31, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	1.86%	3.02M	142.21M	-80.97K	-2.61%
Dec 31, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.29%	472.78K	22.25M	472.78K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.36%	579.48K	27.27M	110.77K	+23.63%
Dec 31, 2025	ALGERT GLOBAL LLC	0.38%	616.64K	29.02M	209.75K	+51.55%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.41%	658.41K	30.98M	477.72K	+264.39%
Dec 31, 2025	FREESTONE GROVE PARTNERS LP	0.43%	694.95K	32.7M	694.95K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.51%	833.62K	39.23M	825.56K	+10,236.32%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	833.65K	39.23M	-100.63K	-10.77%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	897.38K	42.23M	354.22K	+65.22%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.66%	1.07M	50.27M	-65.07K	-5.74%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.19%	301.13K	14.17M	25.36K	+9.20%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.2%	322.49K	15.18M	-11.18K	-3.35%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0.2%	327.84K	15.43M	524	+0.16%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.18%	291.43K	14.08M	40.23K	+16.02%
Dec 31, 2025	APG ASSET MANAGEMENT US INC.	0.18%	292.95K	13.79M	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	295.56K	13.91M	103.83K	+54.16%
Dec 31, 2025	COVALIS CAPITAL LLP	0.19%	300K	14.12M	300K	+100.00%
Dec 31, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.2%	328.28K	15.45M	75.88K	+30.06%
Dec 31, 2025	SWISS NATIONAL BANK	0.2%	332.3K	15.64M	23.2K	+7.51%
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.21%	336.67K	15.84M	163.74K	+94.69%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.22%	351.39K	16.54M	-50.55K	-12.58%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.22%	360.62K	17.08M	-56.85K	-13.62%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.22%	363.02K	17.08M	101.83K	+38.99%
Dec 31, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.24%	384.2K	18.08M	206.1K	+115.72%
Dec 31, 2025	WCM INVESTMENT MANAGEMENT, LLC	2.1%	3.41M	162.71M	3.41M	+100.00%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	2.13%	3.45M	162.29M	-620.27K	-15.24%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	3.31%	5.36M	262.84M	492.81K	+10.12%
Dec 31, 2025	ROYAL BANK OF CANADA	3.8%	6.16M	289.96M	5.96M	+2,984.14%
Dec 31, 2025	STATE STREET CORP	4.37%	7.09M	335.17M	208.62K	+3.03%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.67%	1.08M	51.03M	267.88K	+32.81%
Sep 30, 2025	MORGAN STANLEY	0.81%	1.3M	54.47M	62.57K	+5.07%
Sep 30, 2025	SEI INVESTMENTS CO	0.27%	429.54K	18.04M	-2.8K	-0.65%
Sep 30, 2025	WESTWOOD HOLDINGS GROUP INC	0.32%	519.37K	21.82M	-63.16K	-10.84%
Sep 30, 2025	LPL FINANCIAL LLC	0.47%	758.79K	31.88M	-43.12K	-5.38%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.65%	2.65M	111.48M	219.98K	+9.04%
Sep 30, 2025	KOREA INVESTMENT CORP	0.22%	360.1K	15.13M	256.43K	+247.35%
Sep 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.22%	351.67K	14.85M	-6.3K	-1.76%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.21%	341.78K	14.36M	84.43K	+32.81%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.21%	333.68K	14.02M	-11.01K	-3.19%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.21%	331.6K	13.93M	-28.1K	-7.81%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.2%	327.32K	13.75M	42.85K	+15.06%
Sep 30, 2025	BARCLAYS PLC	0.19%	310.4K	13.04M	-47.73K	-13.33%
Sep 30, 2025	SWISS NATIONAL BANK	0.19%	309.1K	12.99M	5.8K	+1.91%
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	308.32K	12.95M	225.15K	+270.69%
Sep 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.19%	301.24K	12.66M	-30.29K	-9.14%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.18%	292.95K	12.29M	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.17%	280.77K	11.8M	-37.32K	-11.73%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.16%	261.19K	10.97M	170.71K	+188.67%
Sep 30, 2025	RHUMBLINE ADVISERS	0.16%	254.72K	10.7M	-18.73K	-6.85%
Sep 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.16%	252.4K	10.6M	142.4K	+129.45%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.16%	251.2K	10.55M	25.28K	+11.19%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.15%	245.81K	10.33M	21.29K	+9.48%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.15%	245.73K	10.32M	-27.13K	-9.94%
Sep 30, 2025	STRS OHIO	0.14%	217.7K	9.15M	-19K	-8.03%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.13%	214.81K	9.02M	-21.3K	-9.02%
Sep 30, 2025	MACQUARIE GROUP LTD	0.61%	976.11K	41.01M	-381.56K	-28.10%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	2.54%	4.07M	170.93M	1.34M	+48.90%
Sep 30, 2025	NORTHERN TRUST CORP	1.03%	1.66M	69.65M	-21.51K	-1.28%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.86%	1.38M	57.88M	518.67K	+60.38%
Sep 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.82%	1.31M	55.21M	842.79K	+178.80%
Sep 30, 2025	LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	0.72%	1.15M	48.39M	72.8K	+6.75%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.71%	1.13M	47.61M	327.53K	+40.65%
Sep 30, 2025	FEDERATED HERMES, INC.	0.69%	1.11M	46.71M	404.63K	+57.21%
Sep 30, 2025	ABRDN PLC	0.67%	1.08M	44.93M	-262.57K	-19.63%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.64%	1.03M	43.06M	-45K	-4.21%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.62%	999.12K	41.97M	14.7K	+1.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	934.28K	39.25M	-221.9K	-19.19%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	841.61K	35.36M	674.65K	+404.10%
Sep 30, 2025	JANE STREET GROUP, LLC	0.39%	624.36K	26.23M	624.36K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.34%	543.16K	22.82M	70.3K	+14.87%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.26%	417.48K	17.54M	-3.5K	-0.83%
Sep 30, 2025	VANGUARD GROUP INC	14.66%	23.53M	988.48M	611.81K	+2.67%
Sep 30, 2025	UBS GROUP AG	0.26%	409.22K	17.19M	209.2K	+104.59%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.34%	541.03K	22.73M	-120.37K	-18.20%
Sep 30, 2025	BLACKROCK, INC.	11.51%	18.47M	776.08M	655.09K	+3.68%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	5.56%	8.93M	375.21M	-857.42K	-8.76%
Sep 30, 2025	INVESCO LTD.	3.34%	5.35M	224.94M	-465.98K	-8.01%
Sep 30, 2025	DEUTSCHE BANK AG\	1.48%	2.38M	99.84M	-813.61K	-25.50%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.25%	401.93K	16.89M	38.32K	+10.54%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.82%	1.31M	55.03M	-247.65K	-15.90%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.51%	823.27K	34.59M	-91.1K	-9.96%
Sep 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.51%	820.22K	34.46M	445.12K	+118.67%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.51%	816.54K	34.3M	-77.11K	-8.63%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.45%	726.93K	30.54M	-94.67K	-11.52%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	3.04%	4.87M	214.57M	292.97K	+6.40%
Sep 30, 2025	FMR LLC	2.21%	3.55M	149.32M	705.35K	+24.76%
Sep 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	1.93%	3.1M	130.35M	-293.46K	-8.64%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.77%	2.84M	119.25M	282.69K	+11.06%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.33%	2.13M	89.35M	691.2K	+48.15%
Sep 30, 2025	NUVEEN, LLC	1%	1.6M	67.19M	-132.58K	-7.65%
Sep 30, 2025	GRS ADVISORS, LLC	0.92%	1.48M	62.21M	-347.61K	-19.01%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.91%	1.46M	61.31M	924.83K	+172.98%
Sep 30, 2025	DAIWA SECURITIES GROUP INC.	0.26%	419.09K	17.61M	77.49K	+22.68%
Sep 30, 2025	ALGERT GLOBAL LLC	0.25%	406.9K	17.09M	299.08K	+277.38%
Sep 30, 2025	BROOKFIELD CORP /ON/	0.24%	384.5K	16.15M	-71.93K	-15.76%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.39%	8.66M	363.75M	-1.26M	-12.72%
Sep 30, 2025	STATE STREET CORP	4.28%	6.88M	290.59M	-25.9K	-0.38%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	3.03%	4.86M	204.14M	-459.43K	-8.64%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.3%	474.28K	19.92M	456.54K	+2,573.95%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	468.72K	19.69M	19.27K	+4.29%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.23%	363.61K	13.36M	221.4K	+155.68%
Jun 30, 2025	WATERFRONT CAPITAL PARTNERS, LLC	0.28%	449.62K	16.52M	-333.99K	-42.62%
Jun 30, 2025	BROOKFIELD CORP /ON/	0.28%	456.42K	16.77M	-390.71K	-46.12%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.29%	472.86K	17.37M	100.41K	+26.96%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.33%	534.64K	19.64M	505.28K	+1,721.34%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.41%	661.41K	24.3M	20.34K	+3.17%
Jun 30, 2025	NORGES BANK	0.43%	688.36K	25.29M	688.36K	+100.00%
Jun 30, 2025	FEDERATED HERMES, INC.	0.44%	707.24K	25.98M	43.44K	+6.54%
Jun 30, 2025	LPL FINANCIAL LLC	0.5%	801.91K	29.46M	38.05K	+4.98%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.51%	821.6K	30.19M	322.5K	+64.62%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.54%	859.03K	31.56M	304.54K	+54.92%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.56%	893.65K	32.83M	-89.35K	-9.09%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.57%	914.37K	33.59M	28.46K	+3.21%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.61%	984.42K	36.17M	869.02K	+753.06%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	1.7%	2.73M	100.4M	141.43K	+5.46%
Jun 30, 2025	DEUTSCHE BANK AG\	1.99%	3.19M	117.21M	-412.13K	-11.44%
Jun 30, 2025	STATE STREET CORP	4.3%	6.9M	255.29M	422.93K	+6.53%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	6.1%	9.79M	359.64M	-2.58M	-20.89%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	6.18%	9.92M	364.48M	960.45K	+10.72%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	119.75K	4.4M	-29.78K	-19.91%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	140.77K	5.17B	406	+0.29%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	147.8K	5.43M	147.8K	+100.00%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.1%	156.24K	5.74M	-115.36K	-42.47%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.1%	156.59K	5.75M	-2.43K	-1.53%
Jun 30, 2025	POINT72 ASSET MANAGEMENT, L.P.	0.1%	162.62K	5.97M	162.62K	+100.00%
Jun 30, 2025	GOVERNORS LANE LP	0.1%	165.04K	6.06M	165.04K	+100.00%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.1%	165.61K	6.08M	165.61K	+100.00%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.1%	167.07K	6.14M	-2.46K	-1.45%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.11%	174.41K	6.41M	-22.09K	-11.24%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	175.4K	6.44M	-2.71K	-1.52%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	190.98K	7.02M	19.32K	+11.25%
Jun 30, 2025	STATE OF NEW JERSEY COMMON PENSION FUND D	0.12%	199.95K	7.35M	-11.76K	-5.56%
Jun 30, 2025	EAM GLOBAL INVESTORS LLC	0.14%	222.04K	8.16M	-372	-0.17%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.14%	225.92K	8.3M	-8.61K	-3.67%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.16%	249.94K	9.19M	30.22K	+13.76%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.16%	257.34K	9.45M	229.17K	+813.25%
Jun 30, 2025	GHISALLO CAPITAL MANAGEMENT LLC	0.16%	262.5K	9.64M	-262.5K	-50.00%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.17%	272.86K	10.02M	-53.86K	-16.49%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.18%	284.47K	10.45M	25.04K	+9.65%
Jun 30, 2025	APG ASSET MANAGEMENT US INC.	0.18%	292.95K	10.61M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	3.31%	5.32M	195.42M	759.5K	+16.66%
Jun 30, 2025	KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.07%	104.29K	3.83M	104.29K	+100.00%
Jun 30, 2025	ALGERT GLOBAL LLC	0.07%	107.82K	3.96M	-15.2K	-12.36%
Jun 30, 2025	DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.07%	110K	4.04M	110K	+100.00%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.07%	115.55K	4.25M	9.4K	+8.85%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	172.78K	6.35M	-3.04K	-1.73%
Jun 30, 2025	BAMCO INC /NY/	0.12%	200.14K	7.35M	-7.72K	-3.71%
Jun 30, 2025	OVERSEA-CHINESE BANKING CORP LTD	0.13%	209.42K	7.69M	-2.41K	-1.14%
Jun 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.19%	308.58K	11.34M	69.93K	+29.30%
Jun 30, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.21%	331.54K	12.18M	-9.47K	-2.78%
Jun 30, 2025	DAIWA SECURITIES GROUP INC.	0.21%	341.6K	12.55M	17.82K	+5.50%
Jun 30, 2025	CHILTON CAPITAL MANAGEMENT LLC	0.22%	357.97K	13.23M	93.67K	+35.44%
Jun 30, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.29%	471.35K	17.32M	-986.77K	-67.67%
Jun 30, 2025	WESTWOOD HOLDINGS GROUP INC	0.36%	582.53K	21.4M	568.14K	+3,949.28%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1.59%	2.56M	93.91M	1.3M	+103.62%
Jun 30, 2025	FMR LLC	1.78%	2.85M	104.68M	849.53K	+42.48%
Jun 30, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	2.12%	3.4M	124.78M	-142.97K	-4.04%
Jun 30, 2025	BLACKROCK, INC.	11.1%	17.82M	654.66M	2.97M	+20.04%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.24%	377.69K	13.88M	-195.04K	-34.05%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.21%	344.69K	12.66M	325.85K	+1,730.13%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.22%	359.7K	13.22M	2.4K	+0.67%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	379.42K	13.94M	856	+0.23%
Jun 30, 2025	JPMORGAN CHASE & CO	0.28%	449.44K	16.51M	21.45K	+5.01%
Jun 30, 2025	VANGUARD GROUP INC	14.28%	22.92M	842M	4.12M	+21.94%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.67%	1.07M	39.31M	20K	+1.90%
Jun 30, 2025	LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	0.67%	1.08M	39.65M	-67.85K	-5.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.72%	1.16M	42.48M	-123.45K	-9.65%
Jun 30, 2025	MORGAN STANLEY	0.77%	1.23M	45.34M	121.96K	+10.97%
Jun 30, 2025	ABRDN PLC	0.83%	1.34M	49.15M	494.37K	+58.62%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.89%	1.44M	52.75M	360.32K	+33.51%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.97%	1.56M	57.22M	-22.96K	-1.45%
Jun 30, 2025		0.26%	420.98K	15.47M	-20.73K	-4.69%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.5%	805.8K	29.61M	84.37K	+11.69%
Jun 30, 2025	MACQUARIE GROUP LTD	0.85%	1.36M	49.88M	-558.57K	-29.15%
Jun 30, 2025	NORTHERN TRUST CORP	1.05%	1.68M	61.71M	-16.54K	-0.98%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.85%	4.58M	174.88M	779.11K	+20.50%
Jun 30, 2025	INVESCO LTD.	3.63%	5.82M	213.85M	798.08K	+15.89%
Jun 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.26%	420.98K	15.47M	-20.73K	-4.69%
Jun 30, 2025	NUVEEN, LLC	1.08%	1.73M	63.63M	-515.51K	-22.94%
Jun 30, 2025	BARCLAYS PLC	0.22%	358.12K	13.16M	122.2K	+51.80%
Jun 30, 2025	SEI INVESTMENTS CO	0.27%	432.34K	15.88M	-60.11K	-12.21%
Jun 30, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.23%	375.1K	13.78M	-562.66K	-60.00%
Jun 30, 2025	GRS ADVISORS, LLC	1.14%	1.83M	67.17M	553.2K	+43.38%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.52%	2.43M	89.41M	198.57K	+8.88%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.37%	572.72K	17.35M	-636.7K	-52.65%
Mar 31, 2025	VANGUARD GROUP INC	11.98%	18.8M	569.49M	3.44M	+22.39%
Mar 31, 2025	LPL FINANCIAL LLC	0.49%	763.86K	23.14M	-86.37K	-10.16%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.8%	1.26M	38.03M	-1.26M	-50.17%
Mar 31, 2025	GRS ADVISORS, LLC	0.81%	1.28M	38.64M	-469.13K	-26.90%
Mar 31, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.23%	357.3K	10.83M	357.3K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.24%	372.46K	11.29M	-207.29K	-35.76%
Mar 31, 2025	SEI INVESTMENTS CO	0.31%	492.45K	14.92M	-155.21K	-23.97%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.32%	499.1K	15.12M	170.2K	+51.75%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.46%	721.43K	21.86M	-7.42K	-1.02%
Mar 31, 2025	INVESCO LTD.	3.2%	5.02M	152.18M	4.72M	+1,543.13%
Mar 31, 2025	STATE STREET CORP	4.13%	6.48M	197.93M	126.42K	+1.99%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	5.71%	8.96M	271.49M	-1.26M	-12.36%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.21%	326.73K	9.9M	-1.34K	-0.41%
Mar 31, 2025	WATERFRONT CAPITAL PARTNERS, LLC	0.5%	783.61K	23.74M	253.49K	+47.82%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.56%	885.9K	26.84M	28.03K	+3.27%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.82%	1.28M	38.77M	-79.36K	-5.84%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.35%	554.49K	16.8M	554.49K	+100.00%
Mar 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.66%	1.03M	31.16M	310.72K	+43.30%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.67%	1.05M	31.82M	125K	+13.51%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.69%	1.08M	32.58M	-2.72K	-0.25%
Mar 31, 2025	MORGAN STANLEY	0.71%	1.11M	33.7M	45.44K	+4.26%
Mar 31, 2025	LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC	0.73%	1.15M	34.75M	-412.2K	-26.44%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	1.01%	1.58M	47.89M	95.25K	+6.41%
Mar 31, 2025	NORTHERN TRUST CORP	1.08%	1.7M	51.39M	-36.8K	-2.12%
Mar 31, 2025	DEUTSCHE BANK AG\	2.3%	3.6M	109.15M	-708.5K	-16.44%
Mar 31, 2025	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	0.93%	1.46M	44.18M	267.49K	+22.47%
Mar 31, 2025	MACQUARIE GROUP LTD	1.22%	1.92M	58.06M	-105.52K	-5.22%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.42%	2.24M	67.72M	89.93K	+4.19%
Mar 31, 2025	DAIWA SECURITIES GROUP INC.	0.21%	323.79K	9.81M	-10.91K	-3.26%
Mar 31, 2025	ABRDN PLC	0.54%	843.38K	25.55M	-187.85K	-18.22%
Mar 31, 2025	BROOKFIELD CORP /ON/	0.54%	847.13K	25.67M	363.42K	+75.13%
Mar 31, 2025	FMR LLC	1.27%	2M	60.59M	-291.38K	-12.72%
Mar 31, 2025	CENTERSQUARE INVESTMENT MANAGEMENT LLC	2.26%	3.54M	107.24M	-260.09K	-6.85%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	1.65%	2.59M	78.51M	-929.95K	-26.41%
Mar 31, 2025	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	0.22%	341K	10.33M	0	0
Mar 31, 2025	JUPITER ASSET MANAGEMENT LTD	0.24%	377.34K	11.43M	377.34K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	378.56K	11.47M	-200.99K	-34.68%
Mar 31, 2025	FEDERATED HERMES, INC.	0.42%	663.8K	20.11M	19.07K	+2.96%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.59%	928.88K	28.14M	161.51K	+21.05%
Mar 31, 2025	HUDSON BAY CAPITAL MANAGEMENT LP	0.6%	937.76K	28.41M	-119.85K	-11.33%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.63%	983K	29.79M	-320.76K	-24.60%
Mar 31, 2025	STRS OHIO	0.26%	404K	12.24M	128K	+46.38%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	3.8M	115.16M	99.97K	+2.70%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	2.91%	4.56M	138.15M	3.55M	+350.65%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	7.89%	12.37M	374.92M	134.82K	+1.10%
Mar 31, 2025	BLACKROCK, INC.	9.46%	14.84M	449.77M	-271.72K	-1.80%
Mar 31, 2025	JPMORGAN CHASE & CO	0.27%	428K	12.97M	-908.23K	-67.97%
Mar 31, 2025		0.28%	441.71K	13.38M	441.71K	+100.00%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.41%	641.06K	19.42M	7.57K	+1.20%

Insiders

Among the AHR insiders holding of 0.8% of the stake in company, PEAY BRIAN, Chief Financial Officer, holds the largest shares of 152.7K. FRATER HUGH R, director, is the second largest AHR insider with ownership of 101.14K shares. FOSTER MARK E., EVP, GC & Secretary, stands third with possession of 53K shares of that stake.

Insiders	Designation	Shares Held
PEAY BRIAN	Chief Financial Officer	152.7K
FRATER HUGH R	director	101.14K
FOSTER MARK E.	EVP, GC & Secretary	53K
HANSON JEFFREY T	director	0
OH STEFAN K.L.	Chief Investment Officer	0
RECP IV CITE CMBS EQUITY, L.P.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 26, 2026	PEAY BRIAN	SALE	50.70	25K	1.27M	152.7K
Jun 24, 2026	FOSTER MARK E.	SALE	48.58	2.5K	121.45K	53K
Mar 25, 2026	FOSTER MARK E.	SALE	48.55	2K	97.1K	56.12K
Dec 23, 2025	HANSON JEFFREY T	SALE	48.40	19.21K	929.69K	0
Dec 22, 2025	HANSON JEFFREY T	SALE	48.38	35.57K	1.72M	19.21K
Nov 11, 2025	FOSTER MARK E.	SALE	49.35	1.5K	74.03K	57.6K
Nov 10, 2025	HANSON JEFFREY T	SALE	49.68	20.01K	994.1K	21.8K
Sep 03, 2025	FOSTER MARK E.	SALE	41.89	3.85K	161.27K	59.1K
Jun 30, 2025	OH STEFAN K.L.	SALE	36.10	3.86K	139.35K	0
Mar 17, 2010	RECP IV CITE CMBS EQUITY, L.P.	PURCHASE	0.00	6.72M	-	0
Aug 17, 2007	FRATER HUGH R	PURCHASE	9.16	12K	109.92K	101.14K
Aug 16, 2007	FRATER HUGH R	PURCHASE	7.88	12.14K	95.66K	89.14K
Mar 15, 2005	FRATER HUGH R	SALE	11.65	1K	11.65K	76K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES29.5K3

NET SHARES-29.5K3

SHARES HELD261.82K3

% NET SHARES-111.27%0%

Frequently Asked Questions