N.E.W. Advisory Services LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1803456
DE PERE, WI
Position in AHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$930,460
+$139,682 QoQ
Shares Held
17,842
+6.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#280
of 571 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in AHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,028,418 across 6 REIT - Healthcare Facilities names. AHR ranks #1 (90.5% of the industry book) .
All Filings in AHR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,460 | 17,842 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $790,778 | 16,768 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $763,783 | 16,230 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $826,252 | 19,668 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $753,978 | 20,522 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $843,521 | 27,839 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,180,652 | 41,543 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,193,292 | 45,720 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||