Merit Financial Group, LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 1621225 ALPHARETTA, GA

Position in AHR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$8,597,709

+$675,020 QoQ

Shares Held

164,865

-1.9% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#125

of 571 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Merit Financial Group, LLC holds $26,076,727 across 9 REIT - Healthcare Facilities names. AHR ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc. This page	164,865	$8,597,709
2	WELL	Welltower Inc.	34,745	$7,886,068
3	VTR	Ventas, Inc.	44,209	$3,925,757
4	OHI	Omega Healthcare Investors Inc	52,386	$2,497,762
5	DOC	Healthpeak Properties, Inc.	79,458	$1,700,398
6	HR	Healthcare Realty Trust Inc	34,495	$695,763
7	MPT	Medical Properties Trust Inc	78,871	$364,381
8	SBRA	Sabra Health Care REIT, Inc.	10,599	$206,784

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,597,709	164,865	-1.9%	Shares	Other	2026-07-20
2026-03-31	$7,922,689	167,996	-0.0%	Shares	Other	2026-04-15
2025-12-31	$7,906,596	168,011	-4.0%	Shares	Other	2026-01-26
2025-09-30	$7,356,033	175,102	+1.3%	Shares	Other	2025-11-07
2025-06-30	$6,348,047	172,783	-1.7%	Shares	Sole	2025-07-22
2025-03-31	$5,327,558	175,827	-4.6%	Shares	Sole	2025-04-09
2024-12-31	$5,235,930	184,234	+1.7%	Shares	Sole	2025-01-15
2024-09-30	$4,730,285	181,237	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.