Position in AHR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,049
+$3,126 QoQ
Shares Held
116
+87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
of 571 holders
Holding Since
Jun 2025
5 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, 2026Bare Financial Services, Inc holds $139,734 across 9 REIT - Healthcare Facilities names. AHR ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,084 | $63,269 | |||
| 2 | WELL |
Welltower Inc.
|
117 | $26,553 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
547 | $22,070 | |
| 4 | VTR |
Ventas, Inc.
|
126 | $11,188 | |
| 5 | LTC |
Ltc Properties Inc
|
175 | $6,728 | |
| 6 | AHR |
American Healthcare REIT, Inc.
This page
|
116 | $6,049 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
40 | $1,907 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
59 | $1,190 |
All Filings in AHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,049 | 116 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,923 | 62 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,976 | 42 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,226 | 53 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,469 | 40 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||