Legacy Wealth Asset Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1846151
WOODBURY, MN
Position in AHR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,450,343
+$112,792 QoQ
Shares Held
27,811
-1.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#242
of 568 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Asset Management, LLC holds $3,057,650 across 3 REIT - Healthcare Facilities names. AHR ranks #1 (47.4% of the industry book) .
All Filings in AHR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,343 | 27,811 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,337,551 | 28,362 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $917,811 | 19,503 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||