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American Healthcare Reit shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in American Healthcare Reit

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

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Quarterly reported holdings in American Healthcare Reit by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.6M 119k 47.16
2025-09-30 $5.6M 133k 42.01
2025-06-30 $5.0M 136k 36.74
2025-03-31 $5.7M 188k 30.30
2024-12-31 $4.3M 152k 28.42
2024-09-30 $9.5M 366k 26.10