Baird Financial Group, Inc.
Position in AHR — American Healthcare REIT, Inc.
CIK 1648711
MILWAUKEE, WI
Position in AHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$690,726
-$32,330 QoQ
Shares Held
13,245
-13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 573 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Baird Financial Group, Inc. holds $42,031,377 across 9 REIT - Healthcare Facilities names. AHR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
227,174 | $20,173,050 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
709,918 | $15,192,245 | |
| 3 | WELL |
Welltower Inc.
|
10,165 | $2,307,149 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
41,886 | $1,997,124 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
13,245 | $690,726 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
29,371 | $536,901 | |
| 7 | MPT |
Medical Properties Trust Inc
|
88,467 | $408,717 | |
| 8 | NHI |
National Health Investors Inc
|
5,258 | $400,975 |
All Filings in AHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,726 | 13,245 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $723,056 | 15,332 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $542,459 | 11,527 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||