Position in AHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,134,811
+$530,099 QoQ
Shares Held
40,936
+20.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 572 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $32,795,469 across 7 REIT - Healthcare Facilities names. AHR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
65,454 | $14,856,093 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
335,041 | $7,169,876 | |
| 3 | VTR |
Ventas, Inc.
|
43,371 | $3,851,344 | |
| 4 | NHI |
National Health Investors Inc
|
36,858 | $2,810,790 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
40,936 | $2,134,811 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
25,554 | $1,218,414 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
18,690 | $754,141 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,811 | 40,936 | Shares | Defined | 2026-07-28 | |
| 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. | ||||||