Position in AHR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,411,082
-$5,662 QoQ
Shares Held
72,330
-0.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. AHR ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,411,082 | 72,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,416,744 | 72,604 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,222,167 | 76,700 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,626,499 | 180,362 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,500,207 | 181,525 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,058,945 | 213,193 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,452,660 | 170,600 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $58,440 | 4,000 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||