Position in AHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,250,637
-$119,152 QoQ
Shares Held
43,157
-14.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 568 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $25,147,955 across 8 REIT - Healthcare Facilities names. AHR ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
57,081 | $12,955,672 | |
| 2 | VTR |
Ventas, Inc.
|
53,947 | $4,790,493 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
43,157 | $2,250,637 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
88,990 | $1,904,385 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
33,551 | $1,599,710 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
35,172 | $709,418 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,367 | $620,058 | |
| 8 | MPT |
Medical Properties Trust Inc
|
68,741 | $317,582 |
All Filings in AHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250,637 | 43,157 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,369,789 | 50,250 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,601,617 | 55,283 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,130,410 | 50,712 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,719,688 | 46,807 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $629,512 | 20,776 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||