Medallion Wealth Advisors, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 2131139
FARMINGTON, CT
Position in AHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$345,702
-$48,836 QoQ
Shares Held
6,629
-20.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#390
of 571 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $389,114 across 8 REIT - Healthcare Facilities names. AHR ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
6,629 | $345,702 | |
| 2 | UHT |
Universal Health Realty Income Trust
|
626 | $27,456 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
700 | $14,980 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
25 | $487 | |
| 5 | WELL |
Welltower Inc.
|
1 | $226 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
2 | $95 | |
| 7 | VTR |
Ventas, Inc.
|
1 | $88 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
2 | $80 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,702 | 6,629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $394,538 | 8,366 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $443,960 | 9,434 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $391,403 | 9,317 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $342,045 | 9,310 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $305,694 | 10,089 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $208,004 | 7,319 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||