State Street Corporation (NYSE: AHR*) reports 4.3% stake in American Healthcare REIT
Rhea-AI Filing Summary
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.
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Key Figures
Beneficial Ownership: 9,046,025 shares
Percent of Class: 4.3%
Shared Voting Power: 8,008,773 shares
+3 more
6 metrics
Beneficial Ownership
9,046,025 shares
Shares of American Healthcare REIT Inc. common stock beneficially owned by State Street
Percent of Class
4.3%
Portion of American Healthcare REIT Inc. common stock class held by State Street
Shared Voting Power
8,008,773 shares
Shares over which State Street has shared power to vote or direct the vote
Shared Dispositive Power
9,046,025 shares
Shares over which State Street has shared power to dispose or direct disposition
Sole Voting Power
0 shares
Shares over which State Street has sole power to vote
Sole Dispositive Power
0 shares
Shares over which State Street has sole power to dispose
Key Terms
beneficially owned, shared voting power, shared dispositive power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 9046025.00"
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.
Schedule 13G regulatory
"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 1940 regulatory
"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
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.
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.
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.