SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in AHR — American Healthcare REIT, Inc.
CIK 1531593
NEW YORK, NY
Position in AHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$135,850
+$134,058 QoQ
Shares Held
2,605
+6755.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#468
of 571 holders
Holding Since
Dec 2024
4 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, 2026SUMMIT SECURITIES GROUP LLC holds $994,345 across 8 REIT - Healthcare Facilities names. AHR ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 13,165 | $399,689 | |||
| 2 | CTRE |
CareTrust REIT, Inc.
|
6,554 | $264,453 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
2,605 | $135,850 | |
| 4 | DHC |
Diversified Healthcare Trust
|
8,074 | $75,088 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
3,149 | $67,388 | |
| 6 | WELL |
Welltower Inc.
|
164 | $37,223 | |
| 7 | VTR |
Ventas, Inc.
|
113 | $10,034 | |
| 8 | MPT |
Medical Properties Trust Inc
|
1,000 | $4,620 |
All Filings in AHR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,850 | 2,605 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,792 | 38 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $36 | 1 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $28 | 1 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||