Position in AHR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,334,158
+$3,084,824 QoQ
Shares Held
63,934
+1109.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#179
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, 2026RFG Advisory, LLC holds $6,491,520 across 6 REIT - Healthcare Facilities names. AHR ranks #1 (51.4% of the industry book) .
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,334,158 | 63,934 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $249,334 | 5,287 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $434,740 | 9,238 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $416,907 | 9,924 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $382,169 | 10,402 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $422,836 | 13,955 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $594,517 | 20,919 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $774,465 | 29,673 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||