Everest Financial Group LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 2056391
MINNEAPOLIS, MN
Position in AHR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$529,606
New position
Shares Held
11,230
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Everest Financial Group LLC holds $1,229,184 across 2 REIT - Healthcare Facilities names. AHR ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
29,543 | $699,578 | |
| 2 | AHR |
American Healthcare REIT, Inc.
This page
|
11,230 | $529,606 |
All Filings in AHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,606 | 11,230 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||