Position in AHR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$655,003
New position
Shares Held
13,889
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 98.51681186550508.ToString("F0")%
Shared 0.ToString("F0")%
None 1.483188134494924.ToString("F0")%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $223,952,948 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.
|
592,204 | $117,084,649 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
1,228,759 | $45,034,015 | |
| 3 | VTR |
Ventas, Inc.
|
364,981 | $29,848,142 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
587,026 | $9,644,834 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
519,174 | $8,820,764 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
407,418 | $7,834,646 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
94,572 | $4,144,143 | |
| 8 | AHR |
American Healthcare REIT, Inc.
This page
|
13,889 | $655,003 |
All Filings in AHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,003 | 13,889 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||