Position in AHR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,895,092
-$2,237,020 QoQ
Shares Held
362,322
-19.1% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 571 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, 2026FIRST TRUST ADVISORS LP holds $289,508,896 across 12 REIT - Healthcare Facilities names. AHR ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
453,161 | $102,853,952 | |
| 2 | VTR |
Ventas, Inc.
|
1,024,193 | $90,948,338 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
362,322 | $18,895,092 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
352,434 | $16,804,052 | |
| 5 | DHC |
Diversified Healthcare Trust
|
1,632,802 | $15,185,058 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
352,698 | $14,231,364 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
475,549 | $9,277,960 | |
| 8 | NHI |
National Health Investors Inc
|
105,065 | $8,012,256 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,895,092 | 362,322 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $21,132,112 | 448,094 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $16,536,272 | 351,387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,885,163 | 401,932 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,358,957 | 363,608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,308,963 | 142,210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,868,430 | 100,930 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,486,390 | 95,264 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||