Position in AHR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$830,019
+$79,421 QoQ
Shares Held
15,916
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#285
of 571 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, 2026Advisory Resource Group holds $1,586,333 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
15,916 | $830,019 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
37,497 | $756,314 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,019 | 15,916 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $750,598 | 15,916 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $749,006 | 15,916 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $779,831 | 18,563 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $688,213 | 18,732 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $769,468 | 25,395 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $794,253 | 27,947 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $753,898 | 28,885 | Shares | Sole | 2024-11-20 | |
| No filing history on record for this holder in this stock. | ||||||