SPIRIT OF AMERICA MANAGEMENT CORP/NY AHR — American Healthcare REIT Inc

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  7 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported American Healthcare REIT Inc (AHR) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows AHR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in American Healthcare REIT Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AHR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AHR stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held AHR — position size vs. price
% of Fund (quarterly)    AHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,000 +7,500 +214.3% 0.11% $564K 2026-10-14 $52.42
2026 Q2 ADDED — — — 3,500 +2,000 +133.3% 0.03% $183K 2026-07-14 $54.47
2026 Q1 UNCHANGED — — — 1,500 — 0% 0.01% $71K 2026-04-15 $49.01
2025 Q4 ADDED — — — 1,500 +500 +50.0% 0.01% $71K 2026-01-15 $47.27
2025 Q3 UNCHANGED — — — 1,000 — 0% 0.01% $42K 2025-10-15 $41.87
2025 Q2 UNCHANGED — — — 1,000 — 0% 0.01% $37K 2025-07-29 $37.08
2025 Q1 INITIATED — — — 1,000 — — 0.01% $30K 2025-04-21 $28.61

🏢 Other funds also holding AHR

As of 2026 Q3 — sorted by position size

Harbour Capital Advisors, LLC 3Y 7Y 0.67% Legacy Wealth Asset Management, LLC 3Y 0.31% Cambridge Financial Group, LLC 0.2% Castleview Partners, LLC 3Y 7Y 0.19% Accel Wealth Management 3Y 0.19% Selective Wealth Management, Inc. 3Y 7Y 0.16% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.14% Saxony Capital Management, LLC 0.12% Dynamic Advisor Solutions LLC 3Y 7Y 0.11% BDFS Capital LLC 0.11%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and AHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning AHR?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported AHR across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported AHR position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for AHR was 0.11% in 2026 Q3.

What is the latest reported AHR position on this page?

The most recent filing on this page is 2026 Q3, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 11,000 shares, equal to 0.11% of portfolio, with an estimated market value of $564K.

What does the chart on this AHR ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly AHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their AHR position?

Based on 13F filing dates vs. subsequent AHR price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AHR relative to SPY over the holding period was +1039.2%.

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