Position in AHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$306,902
+$29,366 QoQ
Shares Held
5,885
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#404
of 571 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $2,303,701 across 7 REIT - Healthcare Facilities names. AHR ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,278 | $744,007 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
9,520 | $453,913 | |
| 3 | AHR |
American Healthcare REIT, Inc.
This page
|
5,885 | $306,902 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
7,299 | $294,514 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
11,398 | $229,897 | |
| 6 | VTR |
Ventas, Inc.
|
2,377 | $211,077 | |
| 7 | MPT |
Medical Properties Trust Inc
|
13,721 | $63,391 |
All Filings in AHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,902 | 5,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,536 | 5,885 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||