Soltis Investment Advisors LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1802530
ST. GEORGE, UT
Position in AHR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$355,297
+$33,713 QoQ
Shares Held
6,813
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#385
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, 2026Soltis Investment Advisors LLC holds $1,170,498 across 3 REIT - Healthcare Facilities names. AHR ranks #2 (30.4% of the industry book) .
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,297 | 6,813 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $321,584 | 6,819 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $320,902 | 6,819 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $372,460 | 8,866 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $325,406 | 8,857 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $244,733 | 8,077 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $233,470 | 8,215 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $214,098 | 8,203 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||