Dynamic Advisor Solutions LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1599747
PHOENIX, AZ
Position in AHR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,189,574
+$356,410 QoQ
Shares Held
80,337
-1.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#166
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, 2026Dynamic Advisor Solutions LLC holds $4,539,334 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
80,337 | $4,189,574 | |
| 2 | WELL |
Welltower Inc.
|
1,541 | $349,760 |
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,189,574 | 80,337 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,833,164 | 81,280 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,335,117 | 49,620 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,139,401 | 50,926 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,933,258 | 52,620 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,635,897 | 53,990 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,574,496 | 55,401 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,549,896 | 59,383 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||