Beacon Financial Advisory LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1800502
Cleveland, OH
Position in AHR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$431,854
+$41,558 QoQ
Shares Held
8,281
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#357
of 571 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Beacon Financial Advisory LLC holds $656,554 across 2 REIT - Healthcare Facilities names. AHR ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
This page
|
8,281 | $431,854 | |
| 2 | WELL |
Welltower Inc.
|
990 | $224,700 |
All Filings in AHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,854 | 8,281 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $390,296 | 8,276 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $408,198 | 8,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,203 | 10,788 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $229,771 | 6,254 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||