Beacon Pointe Advisors, LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in AHR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$712,056
+$47,714 QoQ
Shares Held
13,654
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
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, 2026Beacon Pointe Advisors, LLC holds $28,855,993 across 8 REIT - Healthcare Facilities names. AHR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
296,160 | $11,950,056 | |
| 2 | NHI |
National Health Investors Inc
|
112,016 | $8,542,340 | |
| 3 | WELL |
Welltower Inc.
|
20,305 | $4,608,625 | |
| 4 | VTR |
Ventas, Inc.
|
19,275 | $1,711,620 | |
| 5 | AHR |
American Healthcare REIT, Inc.
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|
13,654 | $712,056 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
13,326 | $635,383 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
20,841 | $406,607 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
13,519 | $289,306 |
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,056 | 13,654 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $664,342 | 14,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $511,542 | 10,870 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $558,775 | 13,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $412,773 | 11,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $288,001 | 9,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,194 | 9,472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $816,408 | 31,280 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||