Land & Buildings Investment Management, LLC: AMERICAN HEALTHCARE REIT INC (AHR): Quarterly 13F Position History
As of Q1 2026, Land & Buildings Investment Management, LLC reported 1,011,002 shares of AMERICAN HEALTHCARE REIT INC (AHR), worth $47.7M and representing 8.1% of its 13F equity book. Quarter-over-quarter share count change: 42,204 (-4.0%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 1,011,002Shares Held (Latest Filing)
- $47.7MReported Market Value (Latest Filing)
- 8.1%Portfolio Weight (% of 13F Equity Book)
- 42,204Quarter-over-Quarter Share Change
- -$1.9MQuarter-over-Quarter Value Change
- 1,797,400Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,011,002 | 42,204 | -4.0% | $47.7M | 8.1% | $47.2 |
| Q4 2025 | 1,053,206 | 98,747 | -8.6% | $49.6M | 8.2% | $47.1 |
| Q3 2025 | 1,151,953 | +72,800 | +6.7% | $48.4M | 8.9% | $42.0 |
| Q2 2025 | 1,079,153 | 67,850 | -5.9% | $39.6M | 7.9% | $36.7 |
| Q1 2025 | 1,147,003 | 412,201 | -26.4% | $34.8M | 7.4% | $30.3 |
| Q4 2024 | 1,559,204 | +34,189 | +2.2% | $44.3M | 9.0% | $28.4 |
| Q3 2024 | 1,525,015 | 272,385 | -15.2% | $39.8M | 8.1% | $26.1 |
| Q2 2024 | 1,797,400 | +290,740 | +19.3% | $26.3M | 6.2% | $14.6 |
| Q1 2024 | 1,506,660 | — | — | $22.2M | 4.9% | $14.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Land & Buildings Investment Management, LLC first disclose a AHR position in 13F-HR filings?
Land & Buildings Investment Management, LLC first reported AMERICAN HEALTHCARE REIT INC (AHR) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was Land & Buildings Investment Management, LLC's most recent quarter-over-quarter share-count change in AHR?
Between Q4 2025 and Q1 2026, Land & Buildings Investment Management, LLC reduced its AHR position by 42,204 shares (-4.0%), leaving 1,011,002 shares at a market value of $47.7M.
Does the implied price-per-share represent Land & Buildings Investment Management, LLC's cost basis in AHR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.