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American Healthcare Reit shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Merit 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 175k 42.01
2025-06-30 $6.3M 173k 36.74
2025-03-31 $5.3M 176k 30.30
2024-12-31 $5.2M 184k 28.42
2024-09-30 $4.7M 181k 26.10

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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