Simplicity Wealth,LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 1913243 SUMMIT, NJ

Position in AHR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$554,928

New position

Shares Held

10,641

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#325

of 568 holders

Holding Since

Jun 2026

1 quarter on record

Real Estate · as of Jun 30, 2026

Simplicity Wealth,LLC holds $1,886,081 across 3 REIT - Healthcare Facilities names. AHR ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	4,100	$930,577
2	AHR	American Healthcare REIT, Inc. This page	10,641	$554,928
3	VTR	Ventas, Inc.	4,511	$400,576

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,928	10,641	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.