American Healthcare REIT-IAHTR
13F holders, Q2 2024 (June 30)3holders −1
1new positions
2sold out
$14.78avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding American Healthcare REIT-I (AHTR) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Tucker Asset Management LLC ($12K), Winch Advisory Services, LLC ($6K) and Financial Network Wealth Advisors LLC ($5K).
- Company
- American Healthcare REIT-I
- CUSIP
- 398182204
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 2 | $42K |
All 13F filers, Q1 2024 → Q2 2024: 285 shares bought and 2,960 shares sold, net −2,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Tucker Asset Management LLC | 0.00% | No change | 849 | $12K |
| Winch Advisory Services, LLC | 0.00% | No change | 420 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 285 | $5K |
"% of holder's portfolio" is AHTR's weight in each manager's 13F, not the share of American Healthcare REIT-I the manager owns.