INDEPENDENT FINANCIAL GROUP, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 275484
SAN DIEGO, CA
Position in AHR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,779,419
+$169,172 QoQ
Shares Held
110,823
-6.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#10
of 143 holders
Holding Since
Sep 2024
8 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $17,631,167 across 9 REIT - Healthcare Facilities names. AHR ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
110,823 | $5,779,419 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
241,532 | $4,712,289 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
129,124 | $2,763,253 | |
| 4 | WELL |
Welltower Inc.
|
8,874 | $2,014,131 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
23,989 | $728,306 | |
| 6 | NHI |
National Health Investors Inc
|
9,248 | $705,252 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
12,437 | $592,996 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,233 | $211,151 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,779,419 | 110,823 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,610,247 | 118,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,106,646 | 129,763 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,597,580 | 133,244 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,008,323 | 136,318 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,684,613 | 187,611 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,310,802 | 151,682 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $9,547,014 | 365,786 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||