Accurate Wealth Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in AHR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$524,159
+$36,714 QoQ
Shares Held
10,051
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#332
of 571 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, 2026Accurate Wealth Management, LLC holds $1,478,217 across 4 REIT - Healthcare Facilities names. AHR ranks #1 (35.5% of the industry book) .
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,159 | 10,051 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $487,445 | 10,336 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $486,412 | 10,336 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $520,966 | 12,401 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $476,885 | 12,980 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $393,294 | 12,980 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $369,602 | 13,005 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||