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American Healthcare Reit shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Healthcare Reit by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $18k 579 30.30
2024-12-31 $23k 798 28.42

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding American Healthcare Reit

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

View all funds holding American Healthcare Reit