Diversify Advisory Services, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 2021232
SANDY, UT
Position in AHR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,999,952
+$1,594,046 QoQ
Shares Held
38,350
+345.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Diversify Advisory Services, LLC holds $10,766,423 across 7 REIT - Healthcare Facilities names. AHR ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
42,428 | $2,022,967 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
38,350 | $1,999,952 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
87,812 | $1,713,212 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
79,846 | $1,708,704 | |
| 5 | LTC |
Ltc Properties Inc
|
38,756 | $1,490,168 | |
| 6 | MPT |
Medical Properties Trust Inc
|
319,232 | $1,474,851 | |
| 7 | WELL |
Welltower Inc.
|
1,571 | $356,569 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,999,952 | 38,350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $405,906 | 8,607 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,560,933 | 33,169 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,429,012 | 34,016 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,322,015 | 35,983 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,145,885 | 37,818 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $996,689 | 35,070 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $903,947 | 34,634 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||