Position in AHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,646
+$5,693 QoQ
Shares Held
952
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 568 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $39,061,336 across 11 REIT - Healthcare Facilities names. AHR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
168,493 | $38,242,855 | |
| 2 | VTR |
Ventas, Inc.
|
2,698 | $239,581 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,485 | $166,164 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,951 | $105,951 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
4,323 | $87,194 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,742 | $70,289 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,078 | $60,051 | |
| 8 | AHR |
American Healthcare REIT, Inc.
This page
|
952 | $49,646 |
All Filings in AHR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,646 | 952 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,953 | 932 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $988 | 21 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $882 | 21 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||