Integrated Wealth Concepts LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1737109
WALTHAM, MA
Position in AHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$827,411
+$602,883 QoQ
Shares Held
15,866
+233.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 558 holders
Holding Since
Sep 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, 2026Integrated Wealth Concepts LLC holds $8,357,147 across 17 REIT - Healthcare Facilities names. AHR ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,079 | $2,741,570 | |
| 2 | VTR |
Ventas, Inc.
|
23,510 | $2,087,688 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
15,866 | $827,411 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
12,855 | $612,926 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
26,121 | $558,989 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,111 | $488,678 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
20,554 | $414,574 | |
| 8 | MPT |
Medical Properties Trust Inc
|
46,755 | $216,008 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,411 | 15,866 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $224,528 | 4,761 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $661,237 | 15,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $539,122 | 14,674 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,646 | 6,655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $324,584 | 11,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $235,813 | 9,035 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||