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American Healthcare Reit shares owned by Creative Planning

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

Historical chart of Creative Planning investment in American Healthcare Reit

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

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Quarterly reported holdings in American Healthcare Reit by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 40k 26.10

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding American Healthcare Reit

Principal Financial Group
BlackRock
BlackRock
Deutsche Bank Aktiengesellschaft
Centersquare Investment Management
Vanguard Group
Alyeska Investment Group
American Century Companies
Geode Capital Management
Hudson Bay Capital Management
Charles Schwab Investment Management
Nuveen Asset Management
Commonwealth Equity Services
Land & Buildings Investment Management
Voloridge Investment Management

View all funds holding American Healthcare Reit