Position in AHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,918,540
-$972,411 QoQ
Shares Held
167,908
-11.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $96,219,166 across 16 REIT - Healthcare Facilities names. AHR ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
275,119 | $54,393,775 | |
| 2 | VTR |
Ventas, Inc.
|
109,058 | $8,918,761 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
167,908 | $7,918,540 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
267,333 | $6,330,444 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
128,394 | $5,626,223 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
88,544 | $3,245,137 | |
| 7 | NHI |
National Health Investors Inc
|
35,246 | $2,849,991 | |
| 8 | MPT |
Medical Properties Trust Inc
|
435,381 | $2,015,813 |
All Filings in AHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,918,540 | 167,908 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,890,951 | 188,928 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,446,787 | 224,870 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,539,503 | 259,649 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $8,202,875 | 270,722 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,239,340 | 325,100 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $8,878,512 | 340,173 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $209,199 | 14,319 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $175,141 | 11,874 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||