Focused Wealth Management, Inc
Position in AHR — American Healthcare REIT, Inc.
CIK 1586052
Newburgh, NY
Position in AHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,224,951
+$164,040 QoQ
Shares Held
23,489
+4.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#260
of 571 holders
Holding Since
Sep 2024
8 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, 2026Focused Wealth Management, Inc holds $1,632,135 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
23,489 | $1,224,951 | |
| 2 | WELL |
Welltower Inc.
|
1,794 | $407,184 |
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,951 | 23,489 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,060,911 | 22,496 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,111,604 | 23,621 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,024,161 | 24,379 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $871,546 | 23,722 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $718,170 | 23,702 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $673,014 | 23,681 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $620,892 | 23,789 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||