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Castleview Partners, LLC

SEC CIK
0001737088
Latest filing
Jul 20, 2026

AHR holding history

American Healthcare REIT, Inc. in every 13F filed by Castleview Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AHR overviewAll 13F holders of AHRFull Q2 2026 holdings

Shares (Q2 2026)
8,476
Value
$442.0K
% of portfolio
0.2%
Quarters held
9
Since Q1 2024
Holdings of AHR by Castleview Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,476$442.0K0.2%−201−2.3%ReducedHolders
Q1 20268,677$409.2K0.2%−5,394−38.3%ReducedHolders
Q4 202514,071$662.2K0.3%+4,452+46.3%AddedHolders
Q3 20259,619$404.1K0.2%−3,209−25.0%ReducedHolders
Q2 202512,828$471.3K0.3%−215−1.6%ReducedHolders
Q1 202513,043$395.2K0.3%−7−0.1%ReducedHolders
Q4 202413,050$362.1K0.2%−5,885−31.1%ReducedHolders
Q3 202418,935$494.2K0.3%+18,935NewHolders
Q2 20240$00.0%−65−100.0%Sold outHolders
Q1 202465$959<0.1%+65NewHolders