Position in AHR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,604,712
+$608,170 QoQ
Shares Held
34,027
+60.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 16.046081053281217.ToString("F0")%
Shared 0.ToString("F0")%
None 83.95391894671879.ToString("F0")%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $26,529,620 across 8 REIT - Healthcare Facilities names. AHR ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
65,089 | $12,868,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
341,398 | $5,609,168 | |
| 3 | NHI |
National Health Investors Inc
|
36,358 | $2,939,907 | |
| 4 | VTR |
Ventas, Inc.
|
22,816 | $1,865,892 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
34,027 | $1,604,712 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
22,906 | $1,003,740 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,757 | $577,494 | |
| 8 | MPT |
Medical Properties Trust Inc
|
12,951 | $59,963 |
All Filings in AHR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,604,712 | 34,027 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $996,542 | 21,176 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $908,046 | 21,615 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $584,643 | 15,913 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $430,926 | 14,222 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $404,388 | 14,229 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $318,680 | 12,210 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||