Asset Dedication, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1475896
SAN FRANCISCO, CA
Position in AHR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$625,434
+$382,985 QoQ
Shares Held
11,993
+133.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#317
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, 2026Asset Dedication, LLC holds $751,657 across 4 REIT - Healthcare Facilities names. AHR ranks #1 (83.2% of the industry book) .
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,434 | 11,993 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $242,449 | 5,141 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $241,935 | 5,141 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $215,973 | 5,141 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $188,880 | 5,141 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $155,772 | 5,141 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $146,107 | 5,141 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $134,180 | 5,141 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||