Modern Wealth Management, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 2001900
KANSAS CITY, MO
Position in AHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,503,175
+$88,652 QoQ
Shares Held
67,175
-7.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#175
of 568 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, 2026Modern Wealth Management, LLC holds $6,554,326 across 7 REIT - Healthcare Facilities names. AHR ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
67,175 | $3,503,175 | |
| 2 | WELL |
Welltower Inc.
|
6,649 | $1,509,120 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
19,964 | $427,227 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
17,359 | $350,130 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
6,104 | $291,036 | |
| 6 | MPT |
Medical Properties Trust Inc
|
51,354 | $237,254 | |
| 7 | VTR |
Ventas, Inc.
|
2,662 | $236,384 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,503,175 | 67,175 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,414,523 | 72,403 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,607,994 | 76,668 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,377,267 | 80,392 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,163,864 | 86,115 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,905,133 | 95,879 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,774,303 | 97,618 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $2,600,525 | 99,637 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||