UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1463217
IRVING, TX
Position in AHR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$753,776
-$178,860 QoQ
Shares Held
14,454
-26.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#297
of 571 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. AHR ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,702 | $5,152,672 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
56,309 | $1,205,012 | |
| 3 | VTR |
Ventas, Inc.
|
13,340 | $1,184,592 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
51,718 | $1,043,152 | |
| 5 | AHR |
American Healthcare REIT, Inc.
This page
|
14,454 | $753,776 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,374 | $257,190 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
4,777 | $227,767 | |
| 8 | MPT |
Medical Properties Trust Inc
|
25,708 | $118,770 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,776 | 14,454 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $932,636 | 19,776 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $671,969 | 14,279 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $599,566 | 14,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $522,442 | 14,220 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $415,231 | 13,704 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $482,003 | 16,960 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $442,656 | 16,960 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||