Signals

AHR

693 in-universe funds with a nonzero position in AHR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1135
Score / z0.054 / 0.05
Consensus206.04 over 380 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 10
FiledFormItems
2026-09-18 8-K 7.01, 8.01, 9.01
2026-09-14 8-K 7.01
2026-09-02 8-K 5.02, 7.01, 9.01
2026-09-01 8-K 7.01, 9.01
2026-08-24 8-K 8.01, 9.01
2026-08-12 8-K 8.01
2026-08-10 8-K 1.01
2026-08-06 8-K 2.02, 7.01, 9.01
2026-07-22 8-K 5.02, 7.01, 9.01
2026-06-25 8-K 5.07
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 4
FiledFormFiler
2026-08-11 424B5 American Healthcare REIT, Inc.
2026-08-10 424B5 American Healthcare REIT, Inc.
2026-05-21 424B5 American Healthcare REIT, Inc.
2026-05-20 424B5 American Healthcare REIT, Inc.
2026-02-27 424B5 American Healthcare REIT, Inc.
2025-11-21 424B5 American Healthcare REIT, Inc.
2025-11-20 424B5 American Healthcare REIT, Inc.
2025-08-08 424B5 American Healthcare REIT, Inc.
2024-11-18 424B5 American Healthcare REIT, Inc.
2024-09-18 424B5 American Healthcare REIT, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,347.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 885.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 479.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 474.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 465.1 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 451.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 274.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 238.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 238.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 236.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 219.2 1.9% 5 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 206.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 200.4 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 189.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 188.0 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 170.9 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 168.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 161.7 1.5% 5 +1.0 pp +1.4 pp +1.4 pp +1.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 154.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 148.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 146.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 139.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 137.2 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 124.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 116.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 114.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 106.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 103.9 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 99.4 0.5% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 94.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 91.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 84.2 1.2% 5 +0.3 pp +0.1 pp +0.4 pp +0.9 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 79.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 78.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 78.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 73.5 6.2% 5 +1.4 pp +1.3 pp +0.4 pp -0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 69.9 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 64.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Land & Buildings Investment Management, LLC CIK 0001536520 0.453 19 57.4 9.8% 5 +1.8 pp +1.6 pp +1.0 pp +1.9 pp
Aberdeen Group plc CIK 0001716774 0.934 934 55.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 53.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 53.2 0.1% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 53.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 51.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 48.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 46.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 45.5 1.3% 5 +1.0 pp +1.0 pp +1.1 pp +1.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 45.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 43.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 42.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 40.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 38.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 34.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jain Global LLC CIK 0002024579 0.024 1417 33.5 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 32.0 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 31.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 29.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 29.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 29.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 25.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cander Asset Management LP CIK 0002082399 0.104 47 24.6 4.6% 2 +2.2 pp +4.6 pp +4.6 pp +4.6 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 23.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 23.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 22.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 20.2 0.6% 4 +0.2 pp +0.0 pp +0.4 pp +0.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 19.4 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 18.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hazelview Securities Inc. CIK 0001705265 0.333 83 18.6 2.6% 2 +2.5 pp +2.6 pp +2.6 pp +2.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 17.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 14.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 13.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 12.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 11.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 11.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 9.6 1.8% 5 +0.9 pp +0.7 pp +1.3 pp +1.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 9.1 0.5% 3 -0.2 pp -0.7 pp +0.5 pp +0.5 pp
KINGDON CAPITAL MANAGEMENT, L.L.C. CIK 0001000097 0.093 57 9.1 1.2% 3 -1.1 pp -0.2 pp +1.2 pp +1.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 7.5 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 7.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayhunt Capital LLC CIK 0002058173 0.037 23 7.1 9.2% 2 -0.5 pp +9.2 pp +9.2 pp +9.2 pp
Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 6.9 0.7% 5 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 6.6 0.9% 5 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 6.3 5.1% 4 -0.3 pp -1.5 pp -1.6 pp +5.1 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 6.2 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 6.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.8 0.1% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 5.1 2.8% 3 -0.3 pp -0.6 pp +2.8 pp +2.8 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 4.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 4.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First American Bank CIK 0001291422 0.677 205 4.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Franchise Capital Ltd CIK 0001859388 0.813 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Governors Lane LP CIK 0001644187 0.123 184 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waterfront Capital Partners, LLC CIK 0001595077 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp -4.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
B&I Capital AG CIK 0001843527 0.000 28 0.0 0.0% 0 -4.0 pp -3.8 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.1 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THAMES CAPITAL MANAGEMENT LLC CIK 0001714267 0.041 56 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AHR). Qtrs Held counts distinct quarters this fund has actually held AHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AHR position size. Δ columns are the percentage-point change in AHR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status