Position in AHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$740,268
+$85,265 QoQ
Shares Held
14,195
+2.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 571 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $211,612,749 across 10 REIT - Healthcare Facilities names. AHR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
615,146 | $139,619,682 | |
| 2 | VTR |
Ventas, Inc.
|
439,814 | $39,055,481 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
647,455 | $13,855,534 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
471,246 | $9,194,006 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
98,558 | $4,699,244 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
57,599 | $2,324,119 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
46,771 | $943,369 | |
| 8 | AHR |
American Healthcare REIT, Inc.
This page
|
14,195 | $740,268 |
All Filings in AHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,268 | 14,195 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $655,003 | 13,889 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||