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American Healthcare Reit shares owned by Heritage Family Offices

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $617k 24k 26.10

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

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