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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 2030780 SANDY, UT
Back to AHR Full portfolio

Position in AHR

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,999,952
-$469,204 QoQ
Shares Held
38,350
-26.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026

DIVERSIFY WEALTH MANAGEMENT, 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
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,999,952 38,350
2026-03-31 $2,469,156 52,357
2025-12-31 $1,037,767 22,052
2025-09-30 $1,017,062 24,210
2025-06-30 $900,093 24,499
2025-03-31 $832,644 27,480
2024-12-31 $630,213 22,175
2024-09-30 $603,484 23,122
2024-06-30 $492,386 33,702