Steward Partners Investment Advisory, LLC

Position in AHR — American Healthcare REIT, Inc.

CIK 1723397 STAMFORD, CT

Position in AHR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,051,432

+$171,316 QoQ

Shares Held

22,295

+19.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $16,478,060 across 14 REIT - Healthcare Facilities names. AHR ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	263,868	$9,670,762
2	WELL	Welltower Inc.	22,560	$4,460,337
3	AHR	American Healthcare REIT, Inc. This page	22,295	$1,051,432
4	VTR	Ventas, Inc.	4,667	$381,667
5	OHI	Omega Healthcare Investors Inc	8,002	$350,647
6	DOC	Healthpeak Properties, Inc.	19,255	$316,359
7	MPT	Medical Properties Trust Inc	23,235	$107,578
8	SBRA	Sabra Health Care REIT, Inc.	4,000	$76,920

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,051,432	22,295	+19.2%	Shares	Sole	2026-05-08
2025-12-31	$880,116	18,702	-5.1%	Shares	Sole	2026-02-12
2025-09-30	$827,681	19,702	-18.8%	Shares	Sole	2025-11-12
2025-06-30	$891,606	24,268	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$764,802	25,241	0.0%	Shares	Sole	2025-05-13
2024-12-31	$717,349	25,241	+109.9%	Shares	Sole	2025-02-06
2024-09-30	$313,878	12,026	+8551.8%	Shares	Sole	2024-11-14
2024-03-31	$2,050	139	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.