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American Healthcare Reit shares owned by Kozak & Associates

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 1.1k 47.91
2025-06-30 $39k 1.1k 36.04
2025-03-31 $33k 1.1k 29.92
2024-12-31 $31k 1.1k 28.17
2024-09-30 $28k 1.1k 25.41

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Ishares U.s. Tech Independence Focused Etf Etf (IETC)
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Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vaneck Semiconductor Etf Etf (SMH)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

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