Heritage Family Offices, LLP
Family OfficePosition in AHR — American Healthcare REIT, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in AHR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$325,311
+$14,150 QoQ
Shares Held
6,238
-5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#397
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, 2026Heritage Family Offices, LLP holds $540,932 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
6,238 | $325,311 | |
| 2 | WELL |
Welltower Inc.
|
950 | $215,621 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,311 | 6,238 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $311,161 | 6,598 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $389,609 | 8,279 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $352,968 | 8,402 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $333,599 | 9,080 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $275,124 | 9,080 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $394,498 | 13,881 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $616,690 | 23,628 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||