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American Healthcare Reit shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 28k 42.01
2025-06-30 $1.0M 27k 36.74
2025-03-31 $897k 30k 30.30
2024-12-31 $846k 30k 28.42
2024-09-30 $576k 22k 26.10

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Spdr Portfolio MF Closed and MF Open (SPLG)
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Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares 20 MF Closed and MF Open (TLT)
Ishares Russell MF Closed and MF Open (IWO)
Amazon Common Stock (AMZN)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Common Stock (GOOGL)

View all positions for Fortis Group Advisors

Top funds holding American Healthcare Reit

Vanguard Group
BlackRock
Principal Financial Group
Wellington Management Company
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