[SCHEDULE 13G] American Healthcare REIT, Inc. Passive Investment Disclosure (>5%)
State Street holds 4.3% of American Healthcare REIT
State Street Corporation reports beneficial ownership of 9,046,025 shares of American Healthcare REIT Inc. common stock on a Schedule 13G, representing 4.3% of the class as of June 30, 2026.
State Street Corporation reports beneficial ownership of 9,046,025 shares of American Healthcare REIT Inc. common stock on a Schedule 13G, representing 4.3% of the class as of June 30, 2026.
State Street has shared voting power over 8,008,773 shares and shared dispositive power over 9,046,025 shares, with no sole voting or dispositive power. Several State Street Global Advisors affiliates are identified as relevant investment adviser subsidiaries.
Positive
None.
Negative
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Key Figures
Beneficial Ownership:9,046,025 sharesPercent of Class:4.3%Shared Voting Power:8,008,773 shares+3 more
6 metrics
Beneficial Ownership9,046,025 sharesShares of American Healthcare REIT Inc. common stock beneficially owned by State Street
Percent of Class4.3%Portion of American Healthcare REIT Inc. common stock class held by State Street
Shared Voting Power8,008,773 sharesShares over which State Street has shared power to vote or direct the vote
Shared Dispositive Power9,046,025 sharesShares over which State Street has shared power to dispose or direct disposition
Sole Voting Power0 sharesShares over which State Street has sole power to vote
Sole Dispositive Power0 sharesShares over which State Street has sole power to dispose
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"Shared power to vote or to direct the vote: 8,008,773"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"Shared power to dispose or to direct the disposition of: 9,046,025"
Schedule 13Gregulatory
"Identification and Classification of the Subsidiary ... filed this schedule"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
investment company registered under the Investment Company Act of 1940regulatory
"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What percentage of AMERICAN HEALTHCARE REIT INC (AHR) does State Street hold?
State Street Corporation reports beneficial ownership of 4.3% of the class of American Healthcare REIT Inc. common stock, corresponding to 9,046,025 shares as disclosed in the Schedule 13G filing.
How many AHR shares does State Street Corporation beneficially own?
State Street Corporation beneficially owns 9,046,025 shares of American Healthcare REIT Inc. common stock, representing 4.3% of the outstanding class as stated in the Schedule 13G ownership section.
What voting power does State Street have over AHR shares?
State Street has shared voting power over 8,008,773 shares of American Healthcare REIT Inc. and no sole voting power, according to the detailed ownership breakdown in the Schedule 13G.
What dispositive power does State Street report over AHR stock?
State Street reports shared dispositive power over 9,046,025 shares and no sole dispositive power in American Healthcare REIT Inc. stock, meaning disposition decisions are made on a shared basis for those shares.
Which State Street affiliates are linked to the AHR share holdings?
The filing identifies State Street Global Advisors entities, including SSGA Funds Management, Inc. and several international State Street Global Advisors affiliates, as relevant investment adviser subsidiaries connected to the American Healthcare REIT Inc. holdings.
Why does the AHR filing note ownership of 5 percent or less of a class?
The Schedule 13G indicates State Street’s stake is 4.3% of the class, so it falls under provisions for holders of 5 percent or less. The filing confirms this status in the specific ownership item addressing such positions.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
AMERICAN HEALTHCARE REIT INC
(Name of Issuer)
COMMON STOCK
(Title of Class of Securities)
398182303
(CUSIP Number)
06/30/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
398182303
1
Names of Reporting Persons
STATE STREET CORPORATION
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,008,773.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,046,025.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,046,025.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.3 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
AMERICAN HEALTHCARE REIT INC
(b)
Address of issuer's principal executive offices:
18191 VON KARMAN AVE SUITE 300, IRVINE, CALIFORNIA, 92612
Item 2.
(a)
Name of person filing:
STATE STREET CORPORATION;
(b)
Address or principal business office or, if none, residence:
ONE CONGRESS STREET, SUITE 1, BOSTON MA 02114, UNITED STATES
(c)
Citizenship:
MA
(d)
Title of class of securities:
COMMON STOCK
(e)
CUSIP Number(s):
398182303
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
9046025.00
(b)
Percent of class:
4.3 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
8,008,773
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
9,046,025
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
NOT APPLICABLE
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. (IA);STATE STREET GLOBAL ADVISORS EUROPE LIMITED (IA);STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS TRUST COMPANY (IA);STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED (IA);STATE STREET GLOBAL ADVISORS, LTD. (IA);
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
NOT APPLICABLE
Item 9.
Notice of Dissolution of Group.
Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5.
NOT APPLICABLE
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.