New England Capital Financial Advisors’s American Healthcare REIT AHR Stock Holding History

New England Capital Financial Advisors’s Portfolio AHR Stock Details AHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.2K	Buy	924 +5	+0.5%	+$246	0.01%	131
2026 Q1	$43.3K	Buy	919 +5	+0.5%	+$248	0.01%	138
2025 Q4	$43K	Buy	914 +5	+0.6%	+$232	0.02%	139
2025 Q3	$38.2K	Buy	909 +6	+0.7%	+$241	0.02%	142
2025 Q2	$33.2K	Buy	903 +7	+0.8%	+$233	0.02%	140
2025 Q1	$27.1K	Buy	896 +8	+0.9%	+$231	0.01%	157
2024 Q4	$25.2K	Buy	888 +9	+1%	+$242	0.01%	161
2024 Q3	$22.9K	Buy	+879	New	+$17.1K	0.01%	166

Other funds holding AHR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New England Capital Financial Advisors's AHR Position: Q2 2026 in Review

New England Capital Financial Advisors increased its American Healthcare REIT (AHR) stake by 0.54% in Q2 2026, buying an estimated $246 and bringing the position to 924 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #131.

New England Capital Financial Advisors first reported a position in AHR in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

New England Capital Financial Advisors held 924 shares of American Healthcare REIT worth $48.2K as of Q2 2026.
New England Capital Financial Advisors bought 5 American Healthcare REIT shares in Q2 2026, an estimated $246.
American Healthcare REIT made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #131 holding.
New England Capital Financial Advisors first reported a position in American Healthcare REIT in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.