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A4 Wealth Advisors LLC

SEC CIK
0002033987
Latest filing
Jul 28, 2026

AHR holding history

American Healthcare REIT, Inc. in every 13F filed by A4 Wealth Advisors 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)
5,611
Value
$292.6K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of AHR by A4 Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,611$292.6K0.2%−10,000−64.1%ReducedHolders
Q1 202615,611$736.2K0.6%−6,464−29.3%ReducedHolders
Q4 202522,075$1.04M0.9%−31,031−58.4%ReducedHolders
Q3 202553,106$2.23M1.9%–No prior filingHolders