Golden State Wealth Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1776033
SANTA ANA, CA
Position in AHR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$477,641
+$46,363 QoQ
Shares Held
9,159
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#343
of 571 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $587,291 across 5 REIT - Healthcare Facilities names. AHR ranks #1 (81.3% of the industry book) .
All Filings in AHR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,641 | 9,159 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $431,278 | 9,145 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $461,893 | 9,815 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $411,824 | 9,803 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $380,112 | 10,346 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $312,938 | 10,328 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $352,919 | 12,418 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||