Superior Planning, LLC’s American Healthcare REIT AHR Stock Holding History

Superior Planning, LLC’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 Q3	$4.3K	Buy	+84	New	+$4.6K	﹤0.01%	1259

Other funds holding AHR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Superior Planning, LLC's AHR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in American Healthcare REIT (AHR) in Q3 2026: 84 shares worth $4.3K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings.

391 funds tracked by Wall St. Rank hold AHR as of Q3 2026.

Superior Planning, LLC held 84 shares of American Healthcare REIT worth $4.3K as of Q3 2026.
American Healthcare REIT was a new Superior Planning, LLC position in Q3 2026.
American Healthcare REIT made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1259 holding.
391 funds tracked by Wall St. Rank held American Healthcare REIT as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.