Cornerstone Planning Group LLC

SEC CIK: 0001822587
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

AHR holding history

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

AHR overview All 13F holders of AHR Full Q2 2026 holdings

Shares (Q2 2026): 18
Value: $1.03K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AHR by Cornerstone Planning Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18	$1.03K	<0.1%	−3−14.3%	Reduced	Holders
Q1 2026	21	$998	<0.1%	+7+50.0%	Added	Holders
Q4 2025	14	$649	<0.1%	+14	New	Holders