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American Healthcare Reit shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in American Healthcare Reit

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All positions including American Healthcare Reit held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 4.3k 47.06
2025-09-30 $269k 6.4k 42.01

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Top funds holding American Healthcare Reit

Vanguard Group
BlackRock
Wellington Management Company
Principal Financial Group
State Street Corporation
Invesco
Geode Capital Management
Alliancebernstein
FMR
Prudential Financial
WCM Investment Management
Centersquare Investment Management
Charles Schwab Investment Management
American Century Companies
Norges Bank Investment Management

View all funds holding American Healthcare Reit