SUMMIT WEALTH GROUP LLC / CO
Position in AHR — American Healthcare REIT, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in AHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,466,770
+$220,615 QoQ
Shares Held
28,126
+6.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#243
of 571 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $1,676,263 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
28,126 | $1,466,770 | |
| 2 | WELL |
Welltower Inc.
|
923 | $209,493 |
All Filings in AHR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,466,770 | 28,126 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,246,155 | 26,424 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,130,192 | 24,016 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $103,554 | 2,465 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $895,978 | 24,387 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||