Position in AHR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$806,082
+$77,413 QoQ
Shares Held
15,457
+0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#51
of 157 holders
Holding Since
Dec 2024
7 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, 2026Accel Wealth Management holds $1,025,442 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
15,457 | $806,082 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
12,000 | $219,360 |
All Filings in AHR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,082 | 15,457 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $728,669 | 15,451 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $724,771 | 15,401 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $563,438 | 13,412 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $579,793 | 15,781 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $348,268 | 11,494 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $292,896 | 10,306 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||