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Creative Planning AHR Position History
American Healthcare REIT, Inc. • Financial Services
Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $3K |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.1M |
| Q2 2026 | $1K |
| Q2 2026 | $2.3M |
| Q3 2026 | $27K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 79.9K | — | — |
| Q3 2026 | $27K | 519 | — | — |
| Q2 2026 | $2.3M | 44.4K | — | — |
| Q2 2026 | $1K | 21 | — | — |
| Q1 2026 | $2.1M | 43.7K | — | — |
| Q4 2025 | $1.9M | 40.5K | — | — |
| Q3 2025 | $3K | 79 | — | — |
| Q3 2025 | $1.6M | 37.9K | — | — |
Other funds holding AHR
$474M
$474M
$452.5M