BAMCO INC /NY/

Position in AHR — American Healthcare REIT, Inc.

CIK 1017918 NEW YORK, NY

Position in AHR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,628,138

-$1,029,022 QoQ

Shares Held

204,159

-9.8% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

BAMCO INC /NY/ holds $304,636,348 across 2 REIT - Healthcare Facilities names.

#	Ticker	Company	Shares	Value (USD)	Open
1	WELL	Welltower Inc.	1,232,060	$279,640,658
2	VTR	Ventas, Inc.	281,483	$24,995,690

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,628,138	204,159	-9.8%	Shares	Defined	2026-05-15
2025-12-31	$10,657,160	226,459	+13.1%	Shares	Defined	2026-02-17
2025-09-30	$8,408,049	200,144	0.0%	Shares	Defined	2025-11-14
2025-06-30	$7,353,290	200,144	-3.7%	Shares	Defined	2025-08-14
2025-03-31	$6,298,127	207,859	+10.0%	Shares	Defined	2025-05-15
2024-12-31	$5,370,214	188,959	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.