DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 2030780 SANDY, UT

Position in AHR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$2,469,156

+$1,431,389 QoQ

Shares Held

52,357

+137.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,097,687 across 8 REIT - Healthcare Facilities names. AHR ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	120,319	$2,849,153
2	AHR	American Healthcare REIT, Inc. This page	52,357	$2,469,156
3	OHI	Omega Healthcare Investors Inc	40,932	$1,793,640
4	SBRA	Sabra Health Care REIT, Inc.	84,501	$1,624,954
5	MPT	Medical Properties Trust Inc	310,663	$1,438,369
6	LTC	Ltc Properties Inc	37,876	$1,407,472
7	DOC	Healthpeak Properties, Inc.	78,199	$1,284,809
8	WELL	Welltower Inc.	1,164	$230,134

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,469,156	52,357	+137.4%	Shares	Sole	2026-05-01
2025-12-31	$1,037,767	22,052	-8.9%	Shares	Sole	2026-02-03
2025-09-30	$1,017,062	24,210	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$900,093	24,499	-10.8%	Shares	Sole	2025-08-14
2025-03-31	$832,644	27,480	+23.9%	Shares	Sole	2025-05-01
2024-12-31	$630,213	22,175	-4.1%	Shares	Sole	2025-01-16
2024-09-30	$603,484	23,122	-31.4%	Shares	Sole	2024-10-25
2024-06-30	$492,386	33,702	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.