American Healthcare Reit shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in American Healthcare Reit
Tip: Access up to 7 years of quarterly data
All positions including American Healthcare Reit held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in American Healthcare Reit by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $596k | 13k | 47.06 |
| 2025-09-30 | $546k | 13k | 42.01 |
| 2025-06-30 | $479k | 13k | 36.74 |
| 2025-03-31 | $761k | 25k | 30.30 |
| 2024-12-31 | $714k | 25k | 28.42 |
| 2024-09-30 | $703k | 27k | 26.10 |
| 2024-06-30 | $455k | 31k | 14.61 |
| 2024-03-31 | $416k | 28k | 14.75 |