Position in AHR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,167,666
+$15,989 QoQ
Shares Held
41,566
-9.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#210
of 568 holders
Holding Since
Sep 2024
7 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, 2026J.W. COLE ADVISORS, INC. holds $8,479,934 across 7 REIT - Healthcare Facilities names. AHR ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,058 | $2,736,804 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
41,566 | $2,167,666 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
24,313 | $1,159,243 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
43,652 | $880,460 | |
| 5 | VTR |
Ventas, Inc.
|
9,371 | $832,144 | |
| 6 | 13,063 | $396,592 | |||
| 7 | DOC |
Healthpeak Properties, Inc.
|
14,347 | $307,025 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,666 | 41,566 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $2,151,677 | 45,722 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,427,967 | 57,795 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,385,271 | 64,923 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,937,160 | 96,936 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,043,411 | 36,714 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,079,548 | 41,362 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||