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American Healthcare Reit shares owned by Modern Wealth Management

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 80k 42.00
2025-06-30 $3.2M 86k 36.74
2025-03-31 $2.9M 96k 30.29
2024-12-31 $2.8M 98k 28.41
2024-09-30 $2.6M 100k 26.10

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View all positions for Modern Wealth Management

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