Position in AHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,625,752
+$282,986 QoQ
Shares Held
50,350
+1.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#194
of 571 holders
Holding Since
Sep 2024
8 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, 2026Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. AHR ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
16,507 | $3,746,592 | |
| 2 | AHR |
American Healthcare REIT, Inc.
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|
50,350 | $2,625,752 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
25,463 | $544,908 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
9,670 | $461,065 | |
| 5 | VTR |
Ventas, Inc.
|
5,049 | $448,350 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,289 | $253,761 |
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,625,752 | 50,350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,342,766 | 49,677 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,988,095 | 42,246 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,450,353 | 34,524 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,484,700 | 40,411 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,105,221 | 36,476 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,291,717 | 45,451 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $808,760 | 30,987 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||