Cornerstone Wealth Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1674117
ST. PETERS, MO
Position in AHR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$338,609
-$80,784 QoQ
Shares Held
6,493
-27.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#393
of 571 holders
Holding Since
Dec 2024
7 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, 2026Cornerstone Wealth Management, LLC holds $5,616,866 across 3 REIT - Healthcare Facilities names. AHR ranks #3 (6.0% of the industry book) .
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,609 | 6,493 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $419,393 | 8,893 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $350,126 | 7,440 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $312,554 | 7,440 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $273,345 | 7,440 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $225,432 | 7,440 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $211,444 | 7,440 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||