Position in AHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$969,990
-$21,501 QoQ
Shares Held
18,600
-11.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#277
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, 2026Trivium Point Advisory, LLC holds $1,380,805 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
18,600 | $969,990 | |
| 2 | WELL |
Welltower Inc.
|
1,810 | $410,815 |
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,990 | 18,600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $991,491 | 21,024 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $896,822 | 19,057 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $799,492 | 19,031 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $764,926 | 20,820 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $807,585 | 26,653 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,050,062 | 36,948 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,183,008 | 45,326 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||