Position in AHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,971,217
+$188,098 QoQ
Shares Held
37,799
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#222
of 558 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. AHR ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
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|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
50,704 | $1,022,699 |
All Filings in AHR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,217 | 37,799 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,783,119 | 37,810 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,836,704 | 39,029 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,807,900 | 43,035 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,505,201 | 40,969 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $712,322 | 23,509 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $610,973 | 21,498 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $619,535 | 23,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $212,444 | 14,541 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $293,303 | 19,885 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||