GREAT VALLEY ADVISOR GROUP, INC.
Position in AHR — American Healthcare REIT, Inc.
CIK 1769897
WILMINGTON, DE
Position in AHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$493,547
-$145,376 QoQ
Shares Held
9,464
-30.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#339
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,358,983 across 2 REIT - Healthcare Facilities names. AHR ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,813 | $865,436 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
9,464 | $493,547 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,547 | 9,464 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $638,923 | 13,548 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $418,175 | 8,886 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $372,712 | 8,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $325,369 | 8,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $279,669 | 9,230 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $278,004 | 9,782 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $342,745 | 13,132 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||