Position in AHR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$185,445
-$3,430 QoQ
Shares Held
3,556
-11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#456
of 571 holders
Holding Since
Mar 2025
6 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, 2026CX Institutional holds $2,359,260 across 9 REIT - Healthcare Facilities names. AHR ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,219 | $1,184,556 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
19,813 | $399,628 | |
| 3 | VTR |
Ventas, Inc.
|
3,692 | $327,849 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
11,003 | $235,464 | |
| 5 | AHR |
American Healthcare REIT, Inc.
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|
3,556 | $185,445 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
282 | $13,445 | |
| 7 | 351 | $10,656 | |||
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
62 | $1,209 |
All Filings in AHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,445 | 3,556 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $188,875 | 4,005 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $160,615 | 3,413 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $221,056 | 5,262 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $193,325 | 5,262 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $154,772 | 5,108 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||