LPL Financial LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 1403438 FORT MILL, SC

Position in AHR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$38,000,818

+$5,838,642 QoQ

Shares Held

728,683

+6.8% QoQ

Ownership

0.334%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#60

of 571 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. AHR ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	5,632,580	$120,537,212
2	WELL	Welltower Inc.	480,491	$109,057,042
3	AHR	American Healthcare REIT, Inc. This page	728,683	$38,000,818
4	OHI	Omega Healthcare Investors Inc	738,084	$35,191,845
5	VTR	Ventas, Inc.	266,459	$23,661,559
6	CTRE	CareTrust REIT, Inc.	265,332	$10,706,146
7			267,235	$8,113,254
8	HR	Healthcare Realty Trust Inc	322,085	$6,496,454

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,000,818	728,683	+6.8%	Shares	Sole	2026-08-07
2026-03-31	$32,162,176	681,980	-5.8%	Shares	Sole	2026-05-06
2025-12-31	$34,060,051	723,758	-4.6%	Shares	Sole	2026-02-11
2025-09-30	$31,876,893	758,793	-5.4%	Shares	Sole	2025-11-12
2025-06-30	$29,462,136	801,909	+5.0%	Shares	Sole	2025-08-12
2025-03-31	$23,144,958	763,860	-10.2%	Shares	Sole	2025-05-07
2024-12-31	$24,163,650	850,234	-11.4%	Shares	Sole	2025-02-11
2024-09-30	$25,033,815	959,150	+1934.9%	Shares	Sole	2024-11-08
2024-06-30	$688,627	47,134	+12.5%	Shares	Sole	2024-08-07
2024-03-31	$617,980	41,897	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.