CUSIP 398182204
AMERICAN HEALTH CARE REIT INC CLASS I
6 institutions · $379.5K total · 14,530 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KINGSWOOD WEALTH ADVISORS, LLC | 10,016 | $314.5K | 68.93% | 2023-09-30 |
| 2 | Kiely Wealth Advisory Group, Inc. | 2,033 | $29.5K | 13.99% | 2024-03-31 |
| 3 | Financial Avengers, Inc. | 927 | $12.6K | 6.37% | 2024-03-31 |
| 4 | TUCKER ASSET MANAGEMENT LLC | 849 | $12.3K | 5.84% | 2024-06-30 |
| 5 | Winch Advisory Services, LLC | 420 | $6.1K | 2.89% | 2024-06-30 |
| 6 | Financial Network Wealth Advisors LLC | 285 | $4.5K | 1.96% | 2024-06-30 |