World Investment Advisors
Position in AHR — American Healthcare REIT, Inc.
CIK 1652594
SANTA BARBARA, CA
Position in AHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,958
-$107,974 QoQ
Shares Held
5,004
-36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#435
of 571 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026World Investment Advisors holds $8,842,239 across 6 REIT - Healthcare Facilities names. AHR ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
17,975 | $4,079,785 | |
| 2 | VTR |
Ventas, Inc.
|
24,434 | $2,169,739 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
21,299 | $1,015,536 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
21,036 | $848,802 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
23,174 | $467,419 | |
| 6 | AHR |
American Healthcare REIT, Inc.
This page
|
5,004 | $260,958 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,958 | 5,004 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $368,932 | 7,823 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $389,797 | 8,283 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $204,756 | 4,874 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,151,211 | 31,334 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,021,655 | 33,718 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $958,237 | 33,717 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $945,811 | 36,238 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||