Peak Financial Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Healthcare Reit by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $703k 27k 26.10
2024-06-30 $455k 31k 14.61
2024-03-31 $416k 28k 14.75

More positions owned by Peak Financial Advisors

Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Stable Incm Etf (BUCK)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pulte (PHM)
Meta Platforms Cl A (META)
Hubbell (HUBB)
Microsoft Corporation (MSFT)
Tractor Supply Company (TSCO)

View all positions for Peak Financial Advisors

Top funds holding American Healthcare Reit

Principal Financial Group
BlackRock
BlackRock
Deutsche Bank Aktiengesellschaft
Centersquare Investment Management
Vanguard Group
Alyeska Investment Group
American Century Companies
Geode Capital Management
Hudson Bay Capital Management
Charles Schwab Investment Management
Nuveen Asset Management
Commonwealth Equity Services
Land & Buildings Investment Management
Voloridge Investment Management

View all funds holding American Healthcare Reit