Position in AHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,206,402
+$7,566,274 QoQ
Shares Held
598,397
+19.4% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 568 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026HSBC HOLDINGS PLC holds $1,169,546,849 across 15 REIT - Healthcare Facilities names. AHR ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,321,976 | $753,988,888 | |
| 2 | VTR |
Ventas, Inc.
|
2,139,057 | $189,948,259 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
2,952,394 | $63,181,229 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
926,367 | $44,169,177 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
598,397 | $31,206,402 | |
| 6 | 690,650 | $20,968,134 | |||
| 7 | CTRE |
CareTrust REIT, Inc.
|
478,410 | $19,303,842 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
673,232 | $13,579,088 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,206,402 | 598,397 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,640,128 | 501,275 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $16,263,464 | 345,590 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $8,965,689 | 213,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,588,851 | 152,119 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,338,202 | 143,175 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,559,434 | 125,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,604,679 | 61,482 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||