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American Healthcare Reit shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 25k 52.12

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding American Healthcare Reit

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Principal Financial Group
Wellington Management Company
Invesco
FMR
Geode Capital Management
Bank of America Corporation
Cohen & Steers Capital Management
Centersquare Investment Management
WCM Investment Management
Daiwa Securities Group
Prudential Financial

View all funds holding American Healthcare Reit