Summit Wealth Group Llc / Co »

American Healthcare Reit shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 24k 47.06
2025-09-30 $502k 2.5k 203.50
2025-06-30 $902k 24k 36.99

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding American Healthcare Reit

Vanguard Group
BlackRock
Wellington Management Company
Principal Financial Group
State Street Corporation
Invesco
Geode Capital Management
Alliancebernstein
FMR
Prudential Financial
WCM Investment Management
Centersquare Investment Management
Charles Schwab Investment Management
American Century Companies
Norges Bank Investment Management

View all funds holding American Healthcare Reit