American Healthcare REIT-IAHTR
13F holders, Q1 2024 (March 31)4holders
$14.07avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding American Healthcare REIT-I (AHTR) in their 13F filings. The largest holders were Kiely Wealth Advisory Group, Inc. ($29K), Financial Avengers, Inc. ($13K) and Tucker Asset Management LLC ($12K).
- Company
- American Healthcare REIT-I
- CUSIP
- 398182204
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29K |
| Exits | 1 | $315K |
Ownership 4 holders
| Kiely Wealth Advisory Group, Inc. | 0.02% | New | 2,033 | $29K |
| Financial Avengers, Inc. | 0.01% | No change | 927 | $13K |
| Tucker Asset Management LLC | 0.00% | No change | 849 | $12K |
| Winch Advisory Services, LLC | 0.00% | No change | 420 | $6K |
"% of holder's portfolio" is AHTR's weight in each manager's 13F, not the share of American Healthcare REIT-I the manager owns.