Aptus Capital Advisors, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1664193
FAIRHOPE, AL
Position in AHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,537,992
+$1,989,246 QoQ
Shares Held
336,299
+2.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#91
of 571 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $31,355,697 across 4 REIT - Healthcare Facilities names. AHR ranks #1 (55.9% of the industry book) .
All Filings in AHR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,537,992 | 336,299 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,548,746 | 329,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $15,428,291 | 327,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,750,671 | 327,319 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,451,317 | 284,467 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,860,638 | 259,427 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||