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American Healthcare Reit shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of American Healthcare Reit (AHR) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in American Healthcare Reit

Tip: Access up to 7 years of quarterly data

All positions including American Healthcare Reit held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Healthcare Reit by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 11k 42.01
2025-06-30 $230k 6.3k 36.74

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View all positions for Beacon Financial Advisory

Top funds holding American Healthcare Reit

Vanguard Group
BlackRock
Principal Financial Group
Wellington Management Company
State Street Corporation
Invesco
Geode Capital Management
Alliancebernstein
Prudential Financial
FMR
Centersquare Investment Management
American Century Companies
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Northern Trust

View all funds holding American Healthcare Reit