Sequoia Financial Advisors, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1599900
Akron, OH
Position in AHR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$975,309
+$135,720 QoQ
Shares Held
18,702
+5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#276
of 571 holders
Holding Since
Mar 2025
6 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, 2026Sequoia Financial Advisors, LLC holds $13,422,781 across 10 REIT - Healthcare Facilities names. AHR ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,901 | $4,516,929 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
147,784 | $3,162,577 | |
| 3 | VTR |
Ventas, Inc.
|
13,194 | $1,171,627 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
24,113 | $1,149,707 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
18,702 | $975,309 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
44,767 | $902,950 | |
| 7 | MPT |
Medical Properties Trust Inc
|
133,866 | $618,460 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
22,040 | $430,000 |
All Filings in AHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,309 | 18,702 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $839,589 | 17,803 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $816,538 | 17,351 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $683,628 | 16,273 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $579,867 | 15,783 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $476,497 | 15,726 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||