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American Healthcare Reit shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in American Healthcare Reit by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $325k 6.2k 52.15

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Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding American Healthcare Reit

BlackRock
Vanguard Portfolio Management
State Street Corporation
Wellington Management Company
Vanguard Capital Management
Principal Financial Group
Invesco
Geode Capital Management
FMR
Prudential Financial
WCM Investment Management
Federated Investors
Bank of America Corporation
Charles Schwab Investment Management
Alliancebernstein

View all funds holding American Healthcare Reit