Foundations Investment Advisors, LLC

Endowment

Position in AHR — American Healthcare REIT, Inc.

CIK 1743404 PHOENIX, AZ

Position in AHR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$453,965

+$46,692 QoQ

Shares Held

8,705

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#349

of 571 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $3,889,523 across 6 REIT - Healthcare Facilities names. AHR ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	33,595	$1,601,809
2	CTRE	CareTrust REIT, Inc.	15,251	$615,377
3	VTR	Ventas, Inc.	5,722	$508,113
4	WELL	Welltower Inc.	2,159	$490,028
5	AHR	American Healthcare REIT, Inc. This page	8,705	$453,965
6			7,254	$220,231

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,965	8,705	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$407,273	8,636	+0.7%	Shares	Sole	2026-05-11
2025-12-31	$403,633	8,577	-11.9%	Shares	Sole	2026-02-10
2025-09-30	$408,925	9,734	-24.3%	Shares	Sole	2025-11-03
2025-06-30	$472,182	12,852	+59.3%	Shares	Sole	2025-08-08
2025-03-31	$244,460	8,068	-13.4%	Shares	Sole	2025-05-07
2024-12-31	$264,703	9,314	-57.2%	Shares	Sole	2025-01-22
2024-09-30	$567,518	21,744	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.