Position in AHR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$442,023
+$32,816 QoQ
Shares Held
8,476
-2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#352
of 571 holders
Holding Since
Mar 2024
9 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, 2026Castleview Partners, LLC holds $948,054 across 3 REIT - Healthcare Facilities names. AHR ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
8,476 | $442,023 | |
| 2 | 8,361 | $253,839 | |||
| 3 | VTR |
Ventas, Inc.
|
2,840 | $252,192 |
All Filings in AHR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,023 | 8,476 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $409,207 | 8,677 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $662,181 | 14,071 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $404,094 | 9,619 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $471,300 | 12,828 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $395,202 | 13,043 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $370,881 | 13,050 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $494,203 | 18,935 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $958 | 65 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||