Position in AHR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$335,063
+$64,224 QoQ
Shares Held
6,425
+11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 143 holders
Holding Since
Sep 2024
8 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, 2026PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. AHR ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,278 | $1,878,857 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
54,198 | $1,645,451 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
33,826 | $1,612,823 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
31,000 | $663,400 | |
| 5 | MPT |
Medical Properties Trust Inc
|
84,859 | $392,048 | |
| 6 | AHR |
American Healthcare REIT, Inc.
This page
|
6,425 | $335,063 | |
| 7 | VTR |
Ventas, Inc.
|
3,333 | $295,970 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
10,518 | $212,148 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,063 | 6,425 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $270,839 | 5,743 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $251,629 | 5,347 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $260,882 | 6,210 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $307,917 | 8,381 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $278,881 | 9,204 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,370,980 | 48,240 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,360,305 | 52,119 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||