Concurrent Investment Advisors, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 2001015
Tampa, FL
Position in AHR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,063,390
+$74,115 QoQ
Shares Held
20,391
-2.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#268
of 571 holders
Holding Since
Sep 2024
8 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, 2026Concurrent Investment Advisors, LLC holds $13,883,611 across 8 REIT - Healthcare Facilities names. AHR ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
24,143 | $5,479,736 | |
| 2 | VTR |
Ventas, Inc.
|
30,577 | $2,715,237 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
36,478 | $1,739,270 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
63,838 | $1,366,133 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
20,391 | $1,063,390 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
22,386 | $903,274 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
18,231 | $355,686 | |
| 8 | NHI |
National Health Investors Inc
|
3,421 | $260,885 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,390 | 20,391 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $989,275 | 20,977 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $983,271 | 20,894 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $830,327 | 19,765 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $726,680 | 19,779 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $759,015 | 25,050 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $705,384 | 24,820 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $642,242 | 24,607 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||