AHR

American Healthcare Reit Inc

Latest period2024 - Q4Total superinvestors37

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 37 superinvestors own shares of American Healthcare Reit Inc (AHR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding American Healthcare Reit Inc (AHR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with American Healthcare Reit Inc (AHR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with American Healthcare Reit Inc (AHR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -1.05%
0.01%
$1.332M
51,019 shares@ 26.11 avg price
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Decreased -6.73%
0.38%
$713,722
25,113 shares@ 28.43 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -4.09%
0.05%
$603,604
22,175 shares@ 27.23 avg price
Brian Ekstrom@Flc Capital Advisors
Recent Activity
Decreased -31.48%
0.1%
$401,972
14,144 shares@ 28.42 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Decreased -41.25%
0.2%
$394,500
13,881 shares@ 28.43 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -49.4%
0.18%
$320,748
11,286 shares@ 28.42 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -45.01%
0.01%
$276,555
9,731 shares@ 28.42 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -35.97%
0.01%
$243,133
8,555 shares@ 28.42 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -25.51%
0.01%
$232,000
8,161 shares@ 28.43 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -82.1%
0.01%
$187,000
6,583 shares@ 28.41 avg price