Position in AHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$644,261
-$72,146 QoQ
Shares Held
12,354
-18.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#313
of 571 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Sigma Planning Corp holds $7,909,989 across 8 REIT - Healthcare Facilities names. AHR ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
24,332 | $2,160,681 | |
| 2 | WELL |
Welltower Inc.
|
8,406 | $1,907,909 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
82,922 | $1,774,530 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
15,043 | $717,250 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
12,354 | $644,261 | |
| 6 | 13,824 | $419,696 | |||
| 7 | LTC |
Ltc Properties Inc
|
5,317 | $204,438 | |
| 8 | MPT |
Medical Properties Trust Inc
|
17,581 | $81,224 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,261 | 12,354 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $716,407 | 15,191 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $704,441 | 14,969 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $602,003 | 14,330 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $561,791 | 15,291 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $732,957 | 24,190 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $945,618 | 33,273 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,876,720 | 71,905 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||