Perigon Wealth Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in AHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,046,441
+$102,015 QoQ
Shares Held
20,066
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#270
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, 2026Perigon Wealth Management, LLC holds $3,734,526 across 6 REIT - Healthcare Facilities names. AHR ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,411 | $1,228,134 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
20,066 | $1,046,441 | |
| 3 | VTR |
Ventas, Inc.
|
6,532 | $580,041 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
7,451 | $355,263 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
15,928 | $340,859 | |
| 6 | MPT |
Medical Properties Trust Inc
|
39,781 | $183,788 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,441 | 20,066 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $944,426 | 20,026 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $994,189 | 21,126 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $900,106 | 21,426 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $789,175 | 21,480 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $986,658 | 32,563 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $656,899 | 23,114 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $861,769 | 33,018 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||