New England Capital Financial Advisors LLC
Position in AHR — American Healthcare REIT, Inc.
CIK 1964652
MERIDEN, CT
Position in AHR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$48,186
+$4,846 QoQ
Shares Held
924
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#491
of 567 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, 2026New England Capital Financial Advisors LLC holds $92,550 across 3 REIT - Healthcare Facilities names. AHR ranks #1 (52.1% of the industry book) .
All Filings in AHR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,186 | 924 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $43,340 | 919 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $43,012 | 914 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $38,187 | 909 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,176 | 903 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,148 | 896 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,236 | 888 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $22,941 | 879 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||