LIBERTY WEALTH MANAGEMENT LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1769302
OAKLAND, CA
Position in AHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$381,790
+$36,532 QoQ
Shares Held
7,321
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#372
of 568 holders
Holding Since
Mar 2026
2 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $748,573 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
7,321 | $381,790 | |
| 2 | WELL |
Welltower Inc.
|
1,616 | $366,783 |
All Filings in AHR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,790 | 7,321 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $345,258 | 7,321 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||