Steward Partners Investment Advisory, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1723397
STAMFORD, CT
Position in AHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,181,458
+$130,026 QoQ
Shares Held
22,655
+1.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#263
of 571 holders
Holding Since
Mar 2024
9 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, 2026Steward Partners Investment Advisory, LLC holds $26,774,151 across 14 REIT - Healthcare Facilities names. AHR ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
278,282 | $11,228,678 | |
| 2 | WELL |
Welltower Inc.
|
41,482 | $9,415,169 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
101,549 | $1,981,220 | |
| 4 | VTR |
Ventas, Inc.
|
19,118 | $1,697,678 | |
| 5 | AHR |
American Healthcare REIT, Inc.
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|
22,655 | $1,181,458 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
31,233 | $668,386 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
8,209 | $391,405 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
3,813 | $76,908 |
All Filings in AHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,458 | 22,655 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,051,432 | 22,295 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $880,116 | 18,702 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $827,681 | 19,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $891,606 | 24,268 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $764,802 | 25,241 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $717,349 | 25,241 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $313,878 | 12,026 | 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. | ||||||