CreativeOne Wealth, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in AHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,978
+$12,713 QoQ
Shares Held
7,037
-6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#374
of 568 holders
Holding Since
Sep 2024
8 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, 2026CreativeOne Wealth, LLC holds $4,226,856 across 4 REIT - Healthcare Facilities names. AHR ranks #2 (8.7% of the industry book) .
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,978 | 7,037 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $354,265 | 7,512 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $360,149 | 7,653 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $326,710 | 7,777 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $533,758 | 14,528 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $371,810 | 12,271 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $393,729 | 13,854 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $499,449 | 19,136 | Shares | Other | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||