Position in AHR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,024
+$878 QoQ
Shares Held
384
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 571 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Blue Trust, Inc. holds $1,382,656 across 8 REIT - Healthcare Facilities names. AHR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,920 | $662,751 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
16,744 | $358,320 | |
| 3 | VTR |
Ventas, Inc.
|
3,208 | $284,870 | |
| 4 | AHR |
American Healthcare REIT, Inc.
This page
|
384 | $20,024 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
394 | $18,785 | |
| 6 | MPT |
Medical Properties Trust Inc
|
4,000 | $18,480 | |
| 7 | 562 | $17,062 | |||
| 8 | NHI |
National Health Investors Inc
|
31 | $2,364 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,024 | 384 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,146 | 406 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $7,247 | 154 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,469 | 154 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,657 | 154 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,666 | 154 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,376 | 154 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||