MassMutual Private Wealth & Trust, FSB
Position in AHR — American Healthcare REIT, Inc.
CIK 1103653
Windsor, CT
Position in AHR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,248
-$486 QoQ
Shares Held
139
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 558 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,040,417 across 14 REIT - Healthcare Facilities names. AHR ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,973 | $674,781 | |
| 2 | VTR |
Ventas, Inc.
|
1,727 | $153,357 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
3,149 | $67,388 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
906 | $43,198 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
919 | $37,081 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
1,435 | $28,943 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
533 | $10,398 | |
| 8 | AHR |
American Healthcare REIT, Inc.
This page
|
139 | $7,248 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,248 | 139 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,734 | 164 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,188 | 174 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,225 | 172 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,850 | 1,003 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $29,330 | 968 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $9,520 | 335 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $522 | 20 | Shares | Sole | 2024-10-02 | |
| No filing history on record for this holder in this stock. | ||||||