ProVise Management Group, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1305707
CLEARWATER, FL
Position in AHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$346,380
+$30,786 QoQ
Shares Held
6,642
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#389
of 571 holders
Holding Since
Jun 2025
5 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, 2026ProVise Management Group, LLC holds $1,341,870 across 2 REIT - Healthcare Facilities names. AHR ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,386 | $995,490 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
6,642 | $346,380 |
All Filings in AHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,380 | 6,642 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $315,594 | 6,692 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $291,160 | 6,187 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $264,578 | 6,298 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $231,388 | 6,298 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||